Sarah Lovatt

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Latest activity by Sarah Lovatt
  • Sarah Lovatt created an article,

    Ongoing Incidents

      Currently, there are no ongoing incidents.     Resolved Incidents Subject: Enabling of Salesforce Winter '21 Release Update Posted: Wednesday 7th October 2020 Product: Sumo (All versions) Descri...

  • Sarah Lovatt created an article,

    Sumo Releases

    What's New? This article summarises all the releases of Sumo version 8, including details on changes that have been introduced within each version, starting with the most recent Generally Available...

  • Sarah Lovatt created an article,

    Opportunity Insight & Prediction Setup

    The following sections give details on how to set up and configure the Prediction functionality that is available in Opportunity Insights, as well as how to deploy Insight & Predict in your Salesfo...

  • Sarah Lovatt created an article,

    People Insight & Coaching Setup

    This page details how to set up and configure the People Insight & Coaching module once it has been provisioned by Cloudapps. Note: For customers who have upgraded to Sumo version 7 Release 3 (v7.2...

  • Sarah Lovatt created an article,

    Salesforce1 Setup

    For Salesforce Lightning Experience, the Performance Centre page can be added by Administrators so that Salesforce1 users can see the Performance Centre tab in the Salesforce1 app. To do this, plea...

  • Sarah Lovatt created an article,

    Sumo Known Issues

    Salesforce Lightning Experience only Salesforce Classic only Common (Classic & Lightning) Browser Specific Mobile (Salesforce app)   Salesforce Lightning Experience Insight: slow network connectio...

  • Sarah Lovatt created an article,

    Sumo Guidance

    The following section provides recommendations and guidance regarding the configuration of specific areas of the application within the customer's Salesforce.com org. This section is intended to de...

  • Sarah Lovatt created an article,

    Sumo Post-Uninstall Steps

    The following step needs to be carried out manually after the Sumo application has been uninstalled, as it cannot be performed during the uninstall process.   Supplementary Permission Set Follow th...

  • Sarah Lovatt created an article,

    Sumo Post-Upgrade Steps

    There are a number of steps that cannot be performed automatically during the upgrade process, therefore administrators will need to perform the following manual post-install steps after upgrading ...

  • Sarah Lovatt created an article,

    Sumo Automated Upgrade

    You should have already been provided with a URL for installing Cloudapps Sumo for Salesforce package; please contact Cloudapps if you have not received it. To begin the installation process, click...