DoDAAC and Site Tracking Configuration Guide

Change Summary

Overview

DoDAAC (Department of Defense Activity Address Directory) and Site Tracking feature on Salesforce enables an Account owner/manager to track individual DoDAACs and Sites of an Account and add new addresses to a specific Account.

This document explains how to configure the Account, Our Contract, Subcontract, and Proposal page layouts for using this feature in your organization.

Audience

• Salesforce Administrators

• IT Support

Prerequisites

• Ensure that TechnoMile's Growth or/and Contracts Suite is already installed and configured. The version of these packages must be 2024.3 or higher.

Editing Page Layouts

Adding Related Lists

1. Login to your Salesforce account.

2. Click the gear icon and select Setup.
   

3. Go to Account Object Manager.

4. Go to Page Layouts and open your currently assigned Page Layout such as Account Layout.
   

5. Go to Related Lists, drag-and-drop Sites into the Related Lists section, and click Save.
   The Related List is added.

6. Go to Accounts using App Launcher.
   

7. Open an Account record.
   The Account record page opens.

8. Go to the Related tab and scroll down to view the Sites section on this tab.
   

   

Configuring Record Type Page Layouts

Adding Pages/Components

1. Go to Contract Suite Configure using App Launcher.

2. Select Contract and IDIQ and click Go.

3. Go to the Client & Prime Info tab and click Add Page/Component.
   

4. Specify Label as Contract Sites, Page/Component - Name as TM_TOMA:tM_ContractSiteTracking, Width as 600, and Height as 400, select the Is Component? checkbox, enter App API as TM_TOMA:TomaApp, select a Color, and click Add.
   The Page/Component is added.
   

5. Similarly, you can add the same Page/Component to other Record Type Page Layouts of the Contract object such as All Other, Commercial, Definitive, and Order.

6. Similarly, add the Subcontract Sites Page/Component to the Internal POCs tab for Record Type Page Layouts of the Subcontract object, with details as shown in the image below.
   

   

Customizing Type Field Labels for Objects

IMPORTANT

The steps in this section for creating a new Type are to be performed only if you have added a custom label for the Account look up field on the Our Contract, Subcontract, or Proposal objects.

1. Go to Contract Site Object Manager, then go to Fields & Relationships, and open the Type field.
   

2. Scroll down to Values and click New.

   IMPORTANT

   While adding a new label for the Type field, ensure that the label you add is an existing Account look up field on the Our Contract object, so as to be able to use it as part of the Contract Sites feature.

   

3. Specify a label that is an exact match to the label of your existing Account look up field on the Our Contract object and click Save.
   The Type field label is created.
   

4. Similarly, go to Proposal Site Object Manager and add a label for its Type field.

   IMPORTANT

   While adding a new label for the Type field here, ensure that the label you add is an existing Account look up field on the Proposal object, so as to be able to use it as part of the Proposal Sites feature.

   
   

Cloning Flows

IMPORTANT

The steps in this section for cloning the flows are to be performed only if you have added a custom label or edited an existing label of the Type field on the Contract Site or Proposal Site objects. Note that a Type field label is a custom Account look up field that has been created on the Our Contract, Subcontract, or Proposal objects.

1. Go to Flows using Setup search and open the Contract OOB Contract Site flow.
   

2. Click Save As.
   

3. Click A New Flow, specify Flow Label and Flow API Name, and click Save.
   The flow is cloned.

4. Scroll down to the end of the cloned flow and click its Decision icon.
   

5. Click Copy Element.
   

6. Click the Add Element icon.
   

7. Click Paste 1 Element.
   

8. Click the Decision icon of the pasted Element and then click Edit Element.
   
   

9. You can then edit the field values on the next screen to include the Type field label that was created in the previous topic.

10. Click Activate.
    

11. Similarly, you can clone and edit the following flows:

    • Contract OOB Subcontract Site

    • Growth OOB Proposal Site