This section details how to customise the Salesforce Classic and Lightning User Interface (UI) to include components that are available in the SuMo application. These steps are optional and not all of the components need to be enabled in order to use the application. Note that the Lightning UI components can be configured to be used in multiple areas throughout the org; however, the instructions provided here will only describe how to configure these components on Object Page Layouts, the Utility Bar and on the Performance Centre page.
Salesforce Lightning
In order to configure the Lightning UI components that are discussed below, customers are required to first set up and deploy Salesforce's My Domain feature. Customers who do not enable this feature will not be able to perform the setup steps that are detailed in this section. However, once My Domain has been set up for the org, customers will be able to access the Lightning components that are contained in SuMo and configure them as required.
Tip: Details on what My Domain is and how it can be enabled and configured can be found in this Salesforce Help article: Domain Name Overview
Object Page Layouts
The following operations can be performed for each of the page layouts on each of the following objects: Accounts, Campaigns, Contacts, Leads, Opportunities, Cases, Contracts, Solutions, Events and Tasks. Customers are required to add the same Lightning component to each of the object record pages as the components are context aware, they will return the appropriate data based on the current object.
The following steps are specifically for the Account page layout; however, the same steps can be repeated for the other page layouts using the same Lightning components.
Note: It is recommended that the Classic Visualforce In-line components are removed from the object page layouts so that they are not visible in Lightning Experience in addition to the Lightning version of the components.
In order to add the Lightning components to each page layout, customers will need to be running in Lightning Experience in order to access the Lightning App Builder.
Navigate to any Account record, click on the Setup button and then click on Edit Page
In the Lightning App Builder within the left-side Lightning Components list, locate the Behaviours component under the Custom - Managed section
Drag the Behaviours component onto the page layout and drop it onto a suitable position within the narrow area of the layout (as shown below).
Repeat the same process for the Trophy Cabinet, and position the component above or below the Behaviours component.
Click the Save button to complete the task and save your changes to the page layout
Repeat these steps for the Page Layouts for any of the following Objects as required:
Activities - Events
Activities - Tasks
Campaigns
Leads
Contacts
Opportunities
Cases
Contracts
Solutions
Utility Bar
For each Lightning app that is available to users, customers are able to configure the Utility Bar to include the Performance Stream component. When users are in an app that has the Utility Bar configured, they will have access to the Performance Stream at all times.
Info: The Performance Stream component is designed specifically for the Utility Bar, therefore it is not recommended that this component is deployed on any Lightning App, Home or Record pages.
The following steps detail how the Performance Stream can be added to the Utility Bar in the Sales (Lightning) app; however, the same steps can be repeated to configure the Utility Bar in other Lightning apps.
In order to add the Performance Stream component to the Utility Bar, customers will need to be running in Lightning Experience in order to access the Lightning Experience App Manager.
Click on the Setup button at the top of the screen and then click on the Setup link
Within the sidebar under Platform Tools | Apps click on App Manager
Locate the Lightning version of the Sales app, then select Edit link from the dropdown list
In the App Settings page, click on Utility Items tab
Click the Add Utility Item button and select the Performance Stream from the Custom - Managed section
In the Properties of the Performance Stream, under Icon click on the cross next to the icon image to remove it
Click on the Choose Icon button, and in the Choose Utility Icon window, select the icon named 'feed'.
Leave the Panel Width and Panel Height as the default values.
Select the Start automatically checkbox
Click the Save button to complete the task and save your changes to the Utility Bar
Toast Notifications
For SuMo Players to receive Toast Notifications in Lightning Experience when they have earned a Reward, customers must follow the steps below in order to configure the URL Settings in the Application Configuration page. The steps below describe how to configure the Toast Notifications when in Lightning Experience; however, the steps can be carried out in either Salesforce Classic or Lightning Experience.
Note: The Performance Stream must be configured as described above in order for the Toast Notifications to function.
Click on the Setup button at the top of the screen and then click on the Setup link
Within the sidebar under Platform Tools | Apps click on Installed Packages
Click Configure next to the SuMo package
Expand the Configuration section, and then locate the URL Settings
In the Domain field, enter the domain name of the org in the format: https://domain.lightning.force.com replacing domain with the domain that the org is using. This information can be found by inspecting the URL in the Address Bar of your Web Browser
Note: Ensure that https:// is set at the beginning of the Domain field and no characters are present at the end of the domain, i.e. after the .com or other specified domain extension.
Click the Save button to complete the task and set the Domain URL
Log out of the org immediately and then log back in
Performance Centre
The Performance Centre is the main page from where SuMo Players can monitor their performance in real time. The following steps describe how this page can be created using a specific Lightning Custom Layout that is provided in this release, and then configured by adding the new Lightning SuMo Player UI components.
Info: Following these steps will provide SuMo Players access to the Performance Centre on a Desktop. If access is required on Mobile and Tablet devices via Salesforce1, please see the Salesforce1 Setup page.
Click on the Setup button at the top of the screen and then click on the Setup link
Within the sidebar under Platform Tools | User Interface click on Lightning App Builder
Click on the New button
Select App Page and then click the Next button
In the Label field, enter Performance Centre and then click the Next button
Under the Custom section in the left-side, select Performance Centre Template and then click the Finish button
In the Lightning App Builder, drag and drop the following Lightning SuMo Player UI components onto the Performance Centre page as shown below:
Scoreboard
Leaderboard
Trophy Cabinet
Behaviours
Behaviour Progress
Once the components have been added to the Performance Centre page, click on the Save button
In the Page Save modal that is displayed, click on the Activate button
In the Activation modal under the Page Settings tab, click on the Change... link next to the Icon
In the Select an icon modal, locate and click on the Radar Dish icon
In the Activation modal under the Lightning Experience tab, select the Sales Lightning App in the left column, and then click on the Add page to app button to add the Performance Centre page to the right column
In the right column, drag and drop the Performance Centre to the desired position that it will be displayed on the Tab bar
Repeat steps 12 and 13 for all other Lightning Apps that require access to the Performance Centre page
Click the Save button to return to the Lightning App Builder
Click the Back button to complete the task and finish configuring the Performance Centre page
Manual Rewarding (Optional)
Follow the steps below to set up the Manual Rewarding functionality, which allows SuMo users with the required permission to award individual SuMo Players with Rewards and Badges. Once set up, those SuMo users with the required permission can generate Rewards using the Create Reward UI that is accessed via Chatter.
Click on the Setup button at the top of the screen and then click on the Setup link
Within the sidebar under Platform Tools | User Interface | Global Actions click on Publisher Layouts
Click Edit next to Global Layout
In the Global Layout section at the top of the page, click on Mobile & Lightning Actions:
Info: You may be required to override the predefined actions in Salesforce Mobile & Lightning Experience Actions in order to add the Create Reward action. If this is performed, please remove the currently added Create Reward (success__Manual_Rewards_Classic) action that is inherited via the override before continuing.
Locate Create Reward and drag it onto the Salesforce Mobile & Lightning Experience Actions Global Publisher:
Click the Save button to complete the task and save your changes to the Global Layout
Within the sidebar select Administration | Users click on Users
Click on the name of the user who should be delegated the permission to use Manual Rewarding
Under Permission Set Assignments click the Edit Assignments button
In the Available Permission Sets list, add Create Manual Rewards to the Enabled Permission Sets list
Click the Save button