Sarah Lovatt

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Recent activity by Sarah Lovatt Recent activity Votes
  • Sumo Prerequisites

    Before attempting to install the Sumo for Salesforce package, the System Administrator must ensure that the following prerequisites are met in order to successfully complete the installation.   Sal...

  • 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...

  • 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) Descrip...

  • SuMo Post-Install Steps

    Info: The user who installed the package will automatically be assigned a SuMo licence. If a different user will be carrying out the post install steps, they must first be assigned a SuMo licence....

  • SuMo Configuration

    Prior to using Cloudapps's SuMo for Salesforce, administrators will need to decide which object triggers to add, activate or deactivate, in order for Rewards to be generated for users of the applic...

  • SuMo Deployment

    There are five SuMo user types that can be defined. As individual users can be required to perform more than one function, they can be assigned more than one SuMo user type; e.g. they could be an I...

  • SuMo Installation

    New installations of SuMo for Salesforce should use the most recent Generally Available (GA) version, i.e. version 8.59. To begin the installation you will need to have been provided with an instal...

  • SuMo Uninstall Steps

      Pre-Uninstall Step Currently, the following step needs to be followed before selecting "Uninstall" for the SuMo app.   Deactivate the Flow "Winning Score Achieved" To deactivate the Flow: Go to ...

  • SuMo Known Issues

    Salesforce Lightning Common (Lightning & Classic) Salesforce Classic only Browser Specific Mobile (Salesforce app)   Salesforce Lightning Experience Competition Assistant in Spring '24, SuMo 8.56...

  • 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...