How To Create Matrix Templates For Other Object Types

Before we get started, choose what Salesforce view is your preferable tool.

Classic view

Lightning view

Classic view

The ARPEDIO Matrix app supports assessments for Accounts and Opportunities only out of the box. However, you can create Matrix templates for other object types, including custom objects, but this requires a manual configuration. The following guide explains how to set up an object to allow for implementing a template for the specific object.

What you need to do

  1. Create a custom field for the Matrix score
  2. Assign the custom field to a permission set
  3. Ensure that Activities are allowed on the object
  4. (Optional): Create Visualforce pages to show the Matrix assessment on the object detail screen; this is explained in this guide.

1. Create a custom field for the Matrix 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 Matrix 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 Matrix for a custom object, simply choose the object in the list under Build > Create > Objects.

Either choose an already exsiting objec tor create a new object

For the desired object 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 StakeHolderMap in the field Related To, and press Next

 Enter CurrentARPEDIOMatrix (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, CurrentARPEDIOMatrix, 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 a permission set. You can choose to extend an existing permission set or create a new permission set for this purpose. In the following, we use an existing permission set called ARPEDIOMatrix.

Go to setup and then Manage Users > Permission Sets

 Click on ARPEDIOMatrix 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 Matrix and a pop-up like the one below will be shown.

Click on Edit for this object.

Mark the permissions for field Current ARPEDIO Matrix 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 Matrix app to be able to create tasks while mapping stakeholders. 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 Matrix score on the object detail screen.

This is explained in this guide.

Lightning view

The ARPEDIO Matrix app supports assessments for Accounts and Opportunities only out of the box. However, you can create Matrix templates for other object types, including custom objects, but this requires a manual configuration. The following guide explains how to set up an object to allow for implementing a template for the specific object.

What you need to do

  1. Create a custom field for the Matrix score
  2. Assign the custom field to a permission set
  3. Ensure that Activities are allowed on the object
  4. (Optional): Create Visualforce pages to show the Matrix assessment on the object detail screen; this is explained in this guide.

1. Create a custom field for the Matrix 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 Matrix for another Salesforce standard object, then you choose the object in the Object Manager.

If you want to use ARPEDIO Matrix for another Salesforce standard object or a custom object, then you choose the object in the list. Alternatively create a new object.

For the desired object click Fields & Relationships in the left menu. To the right click on New.

 

Choose the data type Lookup Relationship and press Next.

 

Choose ARPEDIO StakeHolderMap in the field Related To, and press Next

 Enter CurrentARPEDIOMatrix (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, CurrentARPEDIOMatrix, 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 a permission set. You can choose to extend an existing permission set or create a new permission set for this purpose. In the following, we use an existing permission set called ARPEDIOMatrix.

Go to setup and find Permission Sets.

 Click on ARPEDIOMatrix 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 Matrix. Click on Edit for this object.

Mark the permissions for field  ARPEDIO StakeholderMap 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 Matrix app to be able to create tasks while mapping stakeholders. 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 and find Object Manager 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 Object Manager and find the relevant object. Under the object in the left menu choose Page Layouts and then click on the layout.

 

In the page layout menu choose Related Lists and drag-drop two lists: Activity History and Open Activities.


4. (Optional): Create Visualforce pages to show the Matrix score on the object detail screen.

This is explained in this guide.

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