The Pulsar Settings Manager tab exposes various administrative tasks.
Upload/Download
From the Pulsar Settings Manager tab, you can export/import Pulsar Settings for your organization. Uploading
Note that uploading the Pulsar Settings file will not delete newly-added settings (added since the prior download), but uploading will overwrite settings where there is a key+priority match.
Process ValidationRules and Profiles
If you do not wish to run ValidationRules offline in the Pulsar mobile app, you can safely ignore this section.
Circa Summer 2019, Salesforce prevents standard users from querying ValidationRules. Because the Pulsar app runs with the users' level of permission, Pulsar doesn't automatically have access to these rules.
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- To run the pre-processing, first make sure you added the correct endpoint shown to your Remote Site Settings
- Click 'Process ValidationRules' button to begin processing. Note that for some organizations it can take some time to complete...
- After rules are processed, you will see new auto-generated Pulsar Settings show up with the key prefix
pulsar.~auto.ValidationRule. Profile information will be in thepulsar.~auto.profile.infoPulsar Setting. - Please do not directly edit the auto-generated settings
- Please see more information about how to configure Validation Rule processing
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- Click 'Process Roll-up Summary Fields' button to begin processing. This may take some time to complete...
- After processing, you will see new auto-generated Pulsar Settings with the key prefix
pulsar.~auto.RollupField. - Please see more information about how to configure Roll-up Summary Fields processing
Clear All Auto-generated Pulsar Settings
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Process Custom Labels
If you do not wish to process Roll-up Summary Fields offline in the Pulsar mobile app, you can safely ignore this section.
Similar to ValidationRules and Roll-up summary fields, normal users cannot directly query Custom Labels. Perform the pre-processing step here once (and for every subsequent change) to Custom Labels (including translations).
- Click 'Process Custom Labels' button to begin processing. This may take some time to complete...
- After processing, you will see new auto-generated Pulsar Settings
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- with the key prefix
pulsar.~auto.CustomLabels.– please do not directly edit these
Process Quick Action Predefined Fields
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Similar to both ValidationRules and , Roll-up Summary Fields, and Custom Labels, these also need to be pre-processed for use by Pulsar offline. This step needs to be performed once (and for every subsequent change) to Quick Action Predefined Fields.
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If you encounter the error "Web service callout failed: WebService returned a SOAP Fault: INSUFFICIENT_ACCESS" ... you will need to enable unrestricted API Access to the PulsarSettings package. Go to Setup > Installed Packages > click on the PulsarSettings package ... For the API Access field, click Disable Restrictions.
Clear All Auto-generated Pulsar Settings
To clear all auto-generated Pulsar Settings, click the 'Clear Settings' button.