Installing AppExchange Package for Board Action Plan

 

This document explains the process for setting up Board Action Plan from AppExchange. To complete this setup, you must be signed in with a user that has Salesforce® administrator privileges, or contact your Salesforce® administrator.

 

Board Action Plan is installed from the Salesforce® AppExchange®; and as a native CRM app, the entire application will be installed in your Salesforce® organization. 

 

It is very important that you read through and follow all of these steps. It is unlikely that you will be able to setup the Xceede Board Action Plan App without these instructions. Contact us if you prefer to have Xceede Solutions setup the app for your organization.


 

Installation from AppExchange



Step 1
Visit the Salesforce AppExchange ® and search for Xceede Board Action Plan.
You can also use the following link to directly access the Xceede Board Action Plan AppExchange page:




Step 2
Click on the “Get It Now” link
Step 3
Select if you would like to install the App in your Production (including Developer Org) or your Sandbox (if applicable).
Click on “Continue” after reading through the Salesforce Terms and Conditions.
Step 4
Click on “Confirm and Install” to initiate the installation into your chosen Salesforce Organization.


 

Review Package Components



Step 1

Review the Package Components and Click “Continue” to proceed to the next step.

Step 2

Review and Set Permission Levels and Click “Next” to proceed to the next step.

Step 3

Install the package by clicking “Install”.



Configuration Items

  • Security Model
  • Custom Settings
  • Account
  • Contact
  • Opportunity
  • Dashboard

These steps will need to be performed by a System Administrator or a user with enough system security privileges.

Security Model


Key Personas


Executive Director
Review the Reports and Dashboards to understand progress against the Board Action Plan
Development Staff
Work with the Board Members under the guidance of the Executive Director to establish Fundraising goals and activities for the year.

 


Set Field Level Security for Contact Object


In order to select your Board Members, they need to be defined as Contacts and have the checkbox "Board Member" (part of the App) set to TRUE.


You first need to ensure that the "Current Board Member" is accessible to the appropriate users on the Contact object.


Step 1
From your Salesforce Account, navigate to the Setup and select Customize (under the Build Section).
Step 2
Choose the Contact object and then select Fields.
Step 3
Scroll to Contact Custom Fields and Relationships.
Step 4
Choose the Current Board Member field.
Step 5
Click on "Set Field-Level Security" button.
Step 6
Choose the appropriate setting for your Profiles


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Sample Profile for Standard Users


Based on Security setup for your Salesforce Organization, you may choose to create a new profile or modify an existing profile for your users.

The following objects have to be included in your profiles in order for your users to have access to the App fields:

Standard Objects
  • Account
  • Contact
  • Opportunity

Custom Objects
  • Board Action Plans
  • Member Action Items
  • Member Action Plans

You should decide the level of access that is needed by your users. You can also decide to create a Permission Set with access to the custom objects within the App.

Provide Access to Reports and Dashboards


Step 1
On the Reports tab, hover over a report folder in the left pane, click Pin, and then select Share.
Step 2

Select Internal Users and choose the users along with the appropriate access level.

Step 3
Click Done, review your changes and close the window.


Custom Settings


Enable Triggers


Step 1
Go to Setup and search for "Custom Settings".
Step 2

Look for the Custom Setting named "xsnp_be_TriggerTstSettings" in the list.

Step 3
Click on "Manage" to add a new set of data.
Step 4
Enter the following information:
  • Name = xsnp_be_updateMemActItemTrigger
  • xsnp_be_isTriggerAfrUpdate = checked

Click Save.
Step 5
Click on "Manage" to add a new set of data.
Step 6
Enter the following information:
  • Name = xsnp_be_update_opportunity_amount
  • xsnp_be_isTriggerAfrUpdate = checked

Click Save.



Account


Update Account Page Layout


Step 1
From your Salesforce Account, navigate to the Account tab and select an existing Account.
Step 2
Click on “Edit Layout”.
Step 3
Click on the Related Lists section.


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Step 4
Add the “Member Action Items” Related List to your Account Layout


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Step 5
For this Related List, you can further customize the fields that appear by looking at the Properties.


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Step 6
Choose the following fields to display (recommended):

· Board Action Plan

· Board Member

· Fundraising Ask

· Action Item Opportunity Amount

Step 7
Save your changes to the layout.

 


Contact


Update Contact Page Layout


Step 1
From your Salesforce Account, navigate to the Contacts tab and select an existing Contact.
Step 2
Click on “Edit Layout”.
Step 3
Within the Fields section, identify the “Current Board Member” field.


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Step 4
Add the “Current Board Member” field to your existing Layout.
Step 5
Click on the Related Lists section


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Step 6
Add the “Member Action Items” Related List to your Contact Layout


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Step 7
For this Related List, you can further customize the fields that appear by looking at the Properties.


LP5_G0PX428457z4Tg41B9VlAZVFdzbhUw.png





Step 8
Choose the following fields to display (recommended):

· Board Action Plan

· Board Member

· Fundraising Ask

· Action Item Opportunity Amount

Step 9
Save your changes to the layout.

 

Assign Current Board Members


Once you have saved the Contact Layout, you are now able to identify the current Board Members via the checkbox field “Current Board Member”.


 

Step 1
Navigate to the appropriate Contacts who are your current Board Member.
Step 2
Check the field “Current Board Member”
Step 3
Save the contact record.

 

Opportunity


Update Opportunities Page Layout


Step 1
From your Salesforce Account, navigate to the Opportunities tab and select an existing Opportunity.
Step 2
Click on “Edit Layout”.
Step 3

Click on the Related Lists section.


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Step 4

Add the “Member Action Items” Related List to your Opportunity Layout


HSh1ZE0KZwhdZ3vTJeubTtcCfJ1U1C0YHw.png
Step 5

For this Related List, you can further customize the fields that appear by looking at the Properties.


W-n76cv7pJSFEOQDZuyx8kUY9pEKuHA1AA.png
Step 6
Choose the following fields to display (recommended):

· Board Action Plan

· Board Member

· Fundraising Ask

· Action Item Opportunity Amount

Step 7
Save your changes to the layout.

 

Dashboard


Configure Dashboards


Step 1
Choose the “Dashboards” tab and select the “Board Action Plan” dashboard.


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Step 2
Edit the Dashboard and then select the properties for the Board Member Plan Progress Component.
Step 3
Update the component “Breakpoints” for the corresponding Gauge marks to values that are relevant to your organization.


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Step 4
Save your dashboard changes.