Welcome to the CloudApps Working from Home (WFH) Kit. A solution provided free of charge for 3 months to help organisations motivate their sales and/or service teams whilst they are working from home.
There are 3 steps to getting you up and running:
- Install the WFH Kit
- Set up your Competition
- Launch your Competition
This article focuses on the first of these - Install the WFH Kit.
Install the WFH Kit
Sumo is a 100% native Salesforce application and as such can be installed using a URL.
The URLs for sandboxes and production installation will be sent to you from the CloudApps Customer Success Team.
This install process will have to be repeated for each sandbox and the production org based on your lifecycle management process.
- Please read and implement any Sumo Prerequisites
- Complete the Sumo Installation Steps
- Complete the Sumo Post Install Steps
Now Sumo is installed you need to add some of the Lightning Components to your pages - please note that these components will not be seen by any user until you give then a Sumo License and Permission Set.
Under the Salesforce Lightning section of the Sumo Configuration steps please complete the following:
- Object Page Layouts for Account, Contact, Opportunity & Lead
- Performance Centre
Optionally you can complete the following sections in the Sumo Configuration steps:
- Object Page Layouts for other objects
- Utility Bar
- Toast Notifications
- Manual Rewarding
Sumo is now installed.