Cloudaware provides you with a Salesforce version of Java programming language allowing you to adjust the existing policies to fit your needs.
1. Open a policy template and click Clone as New Policy.
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2. Review the policy details: modify the policy name, description, severity and labels (tags) if necessary. Pay attention to the naming convention (see the description below)! Click Create.
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Policy ID: use your company name or a short prefix instead of ca in a template to indicate a custom policy Policy Name: leave the template name and add a short definition underlining the difference between the standard and custom policies Description: specify this is a custom policy using the original description shortened if possible |
3. Open the tab 'Code'. Make the required changes in the policy. Refer to the tab 'Help' if necessary.
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4. Click Dry Run and launch 'SOQL Dry Run' (1) and 'Process Dry Run' (2) to search for errors in your policy code.
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1) 'SOQL Dry Run' evaluates the query which selects objects your policy will check. |
5. If no errors are found, click Save (1) → Validate (2). Click the tab 'Deploy Results'(3) to review policy deployment results.
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The tab 'Runtime Results' allows reviewing the policy state without closing the code editing window. You can check the policy version or run the policy from here. |
6. If no error message appeared, click Deploy Class. Wait for the deployment success message.
7. Enable, execute and schedule the newly created policy. Optional: disable the standard policy if the new one fits your needs better.