The ARPEDIO Sales app supports assessments for Leads, Accounts and Opportunities only out of the box. However, you can create Sales templates for other object types, including custom objects, but this requires a manual configuration.
What you need to do
- Create a custom field for the assessment score
- Assign the custom field to a permission set
- Ensure that Activities are allowed on the object
- (Optional): Create Visualforce pages to show the Sales assessment on the object detail screen; this is explained in this guide.
Below, we'll help you by going through each step.
1. Create a custom field for the assessment score
The overall assessment score must be saved on the object in a custom field. Thus you need to create a custom field for the object type in question.
If you want to use ARPEDIO Sales for another Salesforce standard object, then you choose the object in the list under Build > Customize, and choose Fields. Press New to add a custom field.
If you want to use ARPEDIO Sales for a custom object, simply choose the object in the list under Build > Create > Objects.
Click New in the section Custom Fields & Relationships to create a new custom field.
The rest of the process for creating the custom field is the same for both Salesforce standard objects and for custom objects.
Choose the data type Lookup Relationship and press Next.
Choose ARPEDIO Assessment in the field Related To, and press Next.
Enter CurrentAssessment (in one word!) as the Field Name, and press Next.
Set the new custom field as visible for all user profiles, and press Next.
Remove the indicator for adding the field to the page layout, and press Next.
NB: The reason for not adding the field is that the field is already included in the new Visualforce page created in the 3rd (optional) step listed in the beginning of this article. This Visualforce page will be used to show the custom field in the object detail screen.
Remove the indicator for adding the related list to the page layout, and press Save.
NB: The reason for not adding the list is that the field is already included in the new Visualforce page created in the 3rd (optional) step listed in the beginning of this article. This Visualforce page will be used to show the custom field in the object detail screen.
Well done! Now you have created the custom field, CurrentAssessment, for the object in question.
2. Assign the custom field to a permission set
Finally you need to assign the new Visualforce pages and the custom field to the permission set ARPEDIOSales. If you have not created this permission set before, you first need to create it.
Go to Manage Users > Permission Sets, and click on ARPEDIOSales in the list of permission sets.
Click on Object Settings.
In the list of objects select the custom object for which you want to use ARPEDIO Sales and a pop-up like the one below will be shown.
Click on Edit for this object.
Mark the permissions for field ARPEDIO Assessment to both Read and Edit. Press Save.
Congratulations, now you have completed the changes to the permission set.
3. Ensure that Activities are allowed on the object
It is important part of the ARPEDIO Sales app to be able to create tasks while doing the assessment. In order for this to work, the object being assessed must be defined to allow for activities.
For a custom object to be assessed, go to Setup -> Create -> Objects and click on the relevant object in the list. In the section Optional Features there must be a flag for Allow Activities.
In addition, the detail layout screen must include the related lists for activities. Go to the detail screen for one object, and press Edit Layout.
In the left pane, choose Related Lists and drag-drop two lists: Activity History and Open Activities.
4. (Optional): Create Visualforce pages to show the Sales assessment on the object detail screen.
This is explained in this guide.