Troubleshooting

Frequently asked questions

• ★ How to fit more data in you ARPEDIO heat map
• How to add the ARPEDIO VF component to the Contact record page
• Information for new/future users
• Cannot open Excel file exported via Report export
• How to enable chatter feed for assessment comments
• How to provide access for ARPEDIO Support to your system

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Quick fixes to known issues.

• The order on the axis of the Matrix preview component is wrong

Views and pages

• I cannot choose a specific field for a view in the heat map?
• How to show ARPEDIO fields in a list view?
• Create Visualforce Pages To Show The Sales Assessment On The Object Detail Screen
• Create Visualforce Pages To Show The Matrix Score On The Object Detail Screen

Template management and updates

• How to update your ARPEDIO app?
• What happens to the existing assessments if I change a Sales template?
• How To Create Sales Templates For Other Object Types
• How To Create Matrix Templates For Other Object Types

Setting up Sales

Installing Sales

• How to install ARPEDIO Sales
• How to manage licenses
• How to add permission sets to user profiles
• How to add the ARPEDIO app to user profiles
• How to add the ARPEDIO Sales component to your detail screen
• How to customize custom labels

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Designing templates

• About areas
• About topics
• About questions
• About high-level assessment
• About stages
• About importance and score

Building templates

• How to set up a default template
• How to set up a blank template
• How to set up the whitespace tool
• How to enable high-level assessment
• How to create questions and stage triggers
• How to create an action plan

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Working with Sales

How to assess

• Introduction to ARPEDIO Sales
• The assessment component for the detail page
• How to start an assessment
• How to use High-level assessment
• How to work with the whitespace tool

Forecasting & Heat map

• How to use the White Space Report
• How does the Sales heat map work
• How to customize, filter and create views in the heat map
• How to include assessment scores in standard reports

Planning

• About Focus Areas
• About Rules
• How are assessment scores used to suggest further action?
• How to add a new task to your plan

Setting up Matrix

Installing Matrix

• ★ How to add permission sets to user profiles
• How to install ARPEDIO Matrix
• How to manage licenses
• How to add the ARPEDIO app to user profiles
• How to add the ARPEDIO Matrix graphical component to the detail screen
• How to translate ARPEDIO Matrix to another language

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Building templates

• How to create a new template
• How to add or edit stakeholder details
• How to add personal notes
• How to set up rules for the score
• What to remember before publishing
• About rules and the matrix score

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Working with Matrix

Managing stakeholders

• ★ How to create a new Matrix
• Introduction to ARPEDIO Matrix
• How to add tasks
• About stakeholders
• About Our team
• About relationships

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Forecasting & Heat map

• (Video) Introducing Matrix Heat Map
• How to customize, filter and create views in the heat map

New releases

Release notes ARPEDIO Matrix

• Matrix version 1.55 (October 16th 2019)
• Matrix version 1.54 (October 7th, 2019)
• Matrix version 1.53 (August 7th, 2019)
• Matrix version 1.52 (July 15th, 2019)
• Matrix version 1.51 (July 11th, 2019)
• Matrix version 1.45 (July 1th, 2019)

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Release notes ARPEDIO Sales

• Sales version 3.36 (July 1th, 2019)
• Sales version 3.35 (May 28th, 2019)
• Sales version 3.30 (Dec 8, 2016)
• Sales version 3.28 (June 22, 2016)
• Sales version 3.19 (May 17, 2016)
• Sales version 3.12 (April 6, 2016)

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