Installation Guide

0Prerequisites

• Salesforce org (Enterprise, Unlimited, or Developer edition)
• System Administrator profile or equivalent permissions
• A RiskDetect account (sign up at riskdetect.app/pricing)
• Your RiskDetect API key (available in your dashboard)

1Install the Package

Install the RiskDetect unmanaged package using the link provided in your welcome email, or use the Salesforce CLI:

sf project deploy start --source-dir force-app/main/default --target-org your-org-alias

During installation, choose one of these access levels:

• Install for Admins Only (recommended for initial setup)
• Install for All Users (if you want immediate org-wide access)
• Install for Specific Profiles (for controlled rollout)

2Configure Permissions

The package includes a permission set called RiskRadar_Admin that grants access to the Risk Assessment custom object and fields.

Assign the permission set

1. Go to Setup > Permission Sets
2. Find and click RiskRadar_Admin
3. Click Manage Assignments > Add Assignments
4. Select the users who need access to risk data
5. Click Assign

3Verify Remote Site Setting

The package includes a Remote Site Setting that allows Salesforce to call the RiskDetect API. Verify it's active:

1. Go to Setup > Remote Site Settings
2. Find RiskDetect_API
3. Confirm the URL is https://riskdetect.app and the status is Active

4Enable Automatic Analysis

RiskDetect automatically analyzes Cases, EmailMessages, and Tasks using Apex triggers. These are active by default after installation.

What gets analyzed automatically

Object	Trigger	What's Analyzed
Case	After Insert	Case Subject + Description
EmailMessage	After Insert	Email Subject + Body (inbound only)
Task	After Insert	Task Subject + Description (call logs)

Each trigger fires asynchronously using @future(callout=true), so it won't slow down record creation.

5Add the Dashboard Component

The riskDashboard Lightning Web Component shows risk scores, trends, and an "Analyze Open Cases" button on any Account record page.

Add to Account page layout

1. Navigate to any Account record
2. Click the gear icon > Edit Page
3. In the Lightning App Builder, drag riskDashboard from the component list onto the page
4. Position it where you want (recommended: right sidebar or full-width section)
5. Click Save and Activate

The component shows:

• Stats row: Total assessments, critical count, and average risk score
• Analyze button: One-click analysis of all open Cases for that Account
• Alert banner: Appears when any assessment scores 70+ (high/critical)
• Assessment list: All risk assessments sorted by score (highest first)

You can also add the riskScoreBadge component to Case or Task record pages to show individual risk scores inline.

6Verify It Works

Create a test Case to confirm everything is connected:

1. Create a new Case with this description:

This is completely unacceptable. I've been waiting three weeks 
for a response. If this isn't resolved by Friday, I'm filing 
a complaint with the BBB and leaving reviews everywhere.

2. Wait 5-10 seconds for the async callout to complete
3. Check the Risk Assessments related list on the Case
4. You should see a new Risk Assessment record with:
   • Score: 75-95 (critical range)
   • Risk Level: Critical or High
   • Signals: ultimatum language, BBB mention, timeline pressure

7Package Contents

Component	Type	Purpose
Risk_Assessment__c	Custom Object	Stores risk scores, levels, signals, and summaries
RiskRadarService	Apex Class	Handles API calls to RiskDetect and saves results
RiskRadarTriggerHandler	Apex Class	Routes trigger events to the service class
CaseRiskTrigger	Apex Trigger	Auto-analyzes new Cases
EmailRiskTrigger	Apex Trigger	Auto-analyzes inbound emails
TaskRiskTrigger	Apex Trigger	Auto-analyzes call log Tasks
riskScoreBadge	LWC	Inline risk score display for record pages
riskDashboard	LWC	Account-level risk dashboard with bulk analysis
RiskRadar_Admin	Permission Set	Grants access to Risk Assessment object and fields
RiskDetect_API	Remote Site Setting	Allows callouts to https://riskdetect.app

Troubleshooting

Risk Assessment records not appearing

• Check that the RiskRadar_Admin permission set is assigned to your user
• Verify the Remote Site Setting is active in Setup
• Check Debug Logs for System.CalloutException errors
• Ensure the Case has a Description field populated (empty descriptions are skipped)

Score always returns the same value

• Verify you're using your production API key, not a test key
• Check that the full text is being sent (Subject + Description, not just Subject)

Trigger not firing

• Go to Setup > Apex Triggers and confirm the trigger is Active
• Triggers only fire on insert (new records), not updates
• Email triggers only fire on inbound emails (Incoming = true)

Need help?

Email support@riskdetect.app or check the API documentation.