📄️ Introducing InRule for Salesforce
Overview of the InRule for Salesforce solution and what this deployment guide covers.
📄️ Salesforce Deployment Options
Compares InRule SaaS, self-hosted Azure, and on-premises deployment options for InRule for Salesforce.
📄️ Salesforce Integration Architecture
Architecture diagram and component overview for deploying InRule for Salesforce on Azure.
📄️ Deployment Prerequisites
Accounts, credentials, and settings to gather before deploying InRule for Salesforce.
📄️ Catalog App Service
Steps to deploy and verify the Catalog App Service in Azure.
📄️ Rule Execution App Service for Salesforce
Deploys and verifies the Rule Execution App Service for Salesforce using an Azure ARM template.
📄️ InRule for Salesforce App
Installs and configures the InRule for Salesforce App, including the Connected App, Named Credential, and Run Rules button.
📄️ Additional Resources
Support, professional services, and training resources available from InRule.
📄️ Anatomy of a Rule Execution Request
Step-by-step walkthrough of how a rule execution request flows through Salesforce, the Rule Execution App Service, and the Catalog Service.
📄️ irX General Integration Concepts
Core irX concepts for mapping relational Salesforce data and controlling automatic load/save behavior.
📄️ Accessing Salesforce Directly from Rule Helper
Using the Rule Helper assembly to query and filter Salesforce data that isn't part of the loaded entity hierarchy.
📄️ Methods for Executing Rules from Salesforce
Overview of the different ways to trigger InRule rule execution from Salesforce.
📄️ Adding a Lightning Button
Adds a configurable Run Rules button to a Lightning record page.
📄️ Adding a Classic UI Button
Adds a JavaScript-based Run Rules button to a Classic UI page layout.
📄️ Executing Rules from Apex or Lightning Web Components
Calls the DecisionClient to execute rules directly from custom Apex classes or Lightning Web Components.
📄️ Executing Rules from Apex Triggers
Executes rules from Apex triggers, including required boilerplate, limitations, and platform event permissions.
📄️ Executing Rules from Salesforce Flow
Runs InRule rules as an Apex action step within a Salesforce Flow.
📄️ Executing Rules from a REST Endpoint
Executes rules over REST by authenticating to Salesforce and calling the Decision Client's execute-rules endpoint.
📄️ Azure App Service Plan & Application Insights Configuration
Configures the Rule Execution Service to use an existing Azure App Service Plan or Application Insights resource.
📄️ InRule SaaS Portal Configuration
Configures Salesforce connectivity and endpoint overrides through the InRule SaaS Portal.
📄️ Named Credential Configuration
Sets up the Named Credential Salesforce uses to authenticate securely with the Rule Execution Service.
📄️ Salesforce and Rule Execution Service Event Logging
Configures and views logging for both the InRule for Salesforce App and the Rule Execution Service.
📄️ New Releases and Upgrading Versions
Release history and version compatibility notes for upgrading or redeploying InRule for Salesforce.
📄️ License Management
Uploads the InRule license file to the Catalog or Rule Execution Service via the Azure App Service Editor or FTP.
📄️ Known Issues, Limitations, and Troubleshooting
Known issues, limitations, and performance troubleshooting for InRule for Salesforce.