Growth - Configuration Guide

Overview

The Growth Module provides Government Contractors with a complete Capture Management System on the highly flexible and scalable Salesforce platform. The application provides Capture Managers with the tools that they need to capture new businesses, collaborate with partners, identify potential competitors, and streamline capture processes.

This document explains how to configure the Growth Module for TechnoMile Suite Platform edition in your organization.

Note that Growth Module for TechnoMile Suite Platform edition is designed for compatibility with Force.com App Subscription user license. However, you can also install it on Enterprise and Unlimited editions.

Audience

• Salesforce Administrators

• IT Support

Prerequisites

• Please contact TechnoMile Support or email support@technomile.com for the Growth Module License Key, prior to starting your installation.

Steps for Configuration

Create My Domain

IMPORTANT

• Perform the following My Domain creation steps only if your domain is NOT yet registered.

  • Skip this section if your Domain is already registered.

• Choose your Domain Name carefully as once it is set, you CANNOT change it. Please contact Salesforce Customer Support, if you require a new Domain Name.

• You can either create a domain for a self-certified URL or a custom URL that is CA Certified.

1. Click the gear icon and select Setup.
   

2. Enter text my domain in the search bar and click My Domain.

3. Enter Domain Name and click Check Availability. Domain Name is Available message displays.

4. Click Register Domain. The following message displays.
   

5. Once email is received, refresh the My Domain page.

6. Click Log in or go to your email and click the received link to test your newly created domain.
   

7. The following message displays, click Open.
   New window opens with Domain Name in URL.

8. Click Deploy to Users.
   

9. A confirmation message displays, click OK.
   Domain is deployed to all users.
   

Enter FedCapture Key received from TechnoMile Support

1. Go to Custom Settings using Setup search.

2. Under Label, click TM License Key Setting.
   

3. TM License Key Setting page opens, click Manage.

4. Click New.
   

5. Enter FedCapture Key provided to you by TechnoMile Support and click Save.
   Window opens that displays FedCapture Key in TM License Key Setting page.
   

Assign User Licenses

1. Go to Installed Packages using Setup search.

2. Click Manage Licenses.

   NOTE

   In some scenarios, the Manage Licenses option may not be visible. Please contact TechnoMile Support or email support@technomile.com for enabling it.

3. Click Add Users.
   

4. Select a user’s Full Name to assign them a license and click Add.
   In this step, ensure that you select your System Administrator’s name who is configuring this application in your Org.
   TM_GovSuite licenses are assigned to the selected users.
   

   IMPORTANT

   Note that you will need to perform Assign User License steps individually for each end user. We recommend that you do this after all configuration is completed.

Remove User Licenses

1. To remove a license, click Remove.
   

2. A confirmation message displays, click OK.
   License is removed for the selected user: Mark Fox and can be reassigned to another user by performing the steps as shown in the Assign User Licenses section.
   

Give Access to Custom Objects & Fields

1. Go to Profiles using Setup search.

2. Click a Profile that you want to provide Growth access to.
   

3. Click Edit and scroll down to give Custom Object Permissions.
   

4. For Custom Object Permissions, ensure that you select the following checkboxes.
   

5. Click Save.
   

6. Scroll down to Custom Field-Level Security and click View to edit the following Custom Field-Level Security fields.
   

7. Click Edit to select the the fields required for the Growth Opportunity Team Field-Level Security and click Save.
   
   

Add Fields on User Page Layout

1. Go to Object Manager.

2. Enter text user in the search bar and click User.

3. Click User Page Layouts, then click the drop-down arrow, and select Edit.

4. Drag & drop the Subscribed Apps field into the Additional Information section and click Save.Field is added.

Add Fields on Growth Opportunity Team Page Layout

1. Go to Growth Opportunity Team Object Manager, click Page layouts, and then click Growth Opportunity Team Layout.
   

2. Go to Fields and drag & drop the Growth Opportunity Team Name, Growth Opportunity, User, Role, and Access Level fields into the Information section.
   Fields are added.

3. Click the wrench icon against the User field.
   

4. Select the Required checkbox and click OK.
   User field is marked as required*.

5. Click Save.
   

6. Open App Launcher, enter text Growth Opportunities in the search bar, and click Growth Opportunities in search results.
   

7. Click to open a Growth Opportunity Record.
   

8. Go to Related List Quick Links and click to open Growth Opportunity Teams under it.
   

9. Click to open a Growth Opportunity Team record.
   Growth Opportunity Team record page opens, here you can view the recently added fields on this page.
   

10. Go back to Growth Opportunity Teams list view and click New.
    New Growth Opportunity Team popup window opens, where the User field displays as required*.
    

Provide App Access to Users

1. Go back to Setup.

2. Enter text Users in the search bar and click Users.
   

3. Click a user’s Full Name.
   In this step, ensure that you select your System Administrator’s name who is configuring this application in your Org.
   

4. Click Edit and scroll down to the Additional Information section.
   

5. Select and move FedCapture from Available to Chosen using the right arrow button and click Save.
   

   IMPORTANT

   Note that you will need to perform Provide App Access to User steps individually for each end user. We recommend that you do this after all configuration is completed.

Open Customize Page Layout to Import Settings

1. Go to Customize Growth Opp Layout using App Launcher.

2. In Customize Growth Opp Layout page, select a Record Type such as Regular and click Go.
   

   NOTE

   For demonstration purposes, configuration of only ONE Record Type has been shown in this document. Similarly, you can configure other Record Types as you may require. The configuration done will be available only for the selected Record Type, in this case Regular.

Import Custom Settings

1. Regular Record Type Page Layout displays, click Import to import custom settings.

2. The following confirmation message displays, click OK.Custom Settings are imported and page layout changes displaying tabs, sections, and fields.You can also click the Export button to take a backup of your current page layout and import it again, if required.

3. Go to a Growth Opportunity record page using App Launcher to view the recently imported tabs, sections, and fields on this page.
   

   NOTE

   Alternatively, you can customize page layout for each Record Type as required. Refer to the Customize Opportunity Page Layout for more information.

Enter URLs in Remote Site Settings

Enter Visualforce Page URL

1. Go to Visualforce Pages using Setup search.

2. Click a Visualforce Page Label.
   

3. Go to Version Settings and click Preview.
   

4. Copy Visualforce Page URL as shown below.
   

5. Go to Remote Site Settings using Setup search.

6. Click PickListValuesVF.
   

7. Click Edit.
   

8. Paste copied URL in the Remote Site URL field and click Save.
   Remote Site URL changes are saved to PickListValuesVF.
   

Enter Classic Page URL

1. Click your user icon and select Switch to Salesforce Classic.
   

2. Copy Classic Page URL as shown below.
   

3. Go back to Remote Site Settings and click PickListValues.
   

4. Click Edit.
   

5. Paste copied URL in the Remote Site URL field and click Save.
   Remote Site URL changes are saved to PickListValues.
   

Configure Custom Settings

Deactivate GRC Trigger

NOTE

Perform the below mentioned steps ONLY if you do not wish to use the GRC Trigger that is available in this package, by default.

1. Go to Custom Settings using Setup search.

2. Click Manage against GRC Trigger.
   

3. Click New.

4. Enter Name as TM_GrowthOppTeamTrigger, select the Deactivate checkbox, and click Save.
   GRC Trigger is deactivated.

Override Buttons

1. Go to Growth Opportunity Object Manager.

   

2. In Growth Opportunity Object Manager, click Buttons, Links, and Actions, and then click the drop-down arrow to select Edit.

3. Choose Standard page.

   1. Choose Lightning component against Lightning Experience Override and select TM_GovSuite:TM_NewButtonRedirection_LDS in its drop-down field.

   2. Choose Use the package default override against Mobile Override.

   3. Click Save.

      

4. Similarly, perform all actions as listed under step 3 above and change the page for the Edit button with Lightning component as TM_GovSuite:TM_EditOpportunity_LDS_V2.Pages are overridden to Lightning Pages for both the New and Edit buttons of the Growth Opportunity object.

Verify Lightning Page Assignment as Org Default

1. In Growth Opportunity Object Manager, click Lightning Record Pages and ensure that FedCap/FedTOM Both GovCon Opp Layout - Lightning Record Page is assigned as Org Default.
   Note that you will be able to use this page only if you have purchased both FedCapture and FedTOM License Keys.
   Alternatively, if you have access only to the FedCapture License Key, then perform the following steps.

2. Open FedCap ONLY GovCon Opp Layout - Lightning Record Page.
   

3. Click View.
   

4. Click Activation....
   

5. A popup window opens, click Assign as Org Default.
   

6. Click Save.
   FedCap ONLY GovCon Opp Layout page is assigned as Org Default.

Create Growth Opportunity

1. Go back to Growth Opportunities using App Launcher.

2. Growth Opportunities page opens, click Growth Opportunities and select New Growth Opportunity.
   

3. Choose a Record Type such as Regular and click Next.
   

4. Enter all required* field details for creating a new Growth Opportunity such as FedCap Opportunity Name and click Save.
   Growth Opportunity record is created. Note that this is a test record and you can create your own record as well.
   The assigned Lightning Record Page displays.