Coaching (Admin)

To use the Coaching application in Pitcher Impact, you must install and set the Coaching SFDC package in Salesforce. The following guide provides instructions for a Salesforce Admin to set up Pitcher Coaching SFDC on the SalesForce Backend.

Required Packages

The following guide assumes that you have SalesForce login access and access to the installation links for the required packages.

1. Pitcher Zero

2. Pitcher Apps

3. Pitcher Engage

4. Pitcher Missions

5. Pitcher Coaching

See Installing the Coaching Managed Package. |

Package Installation Order

Please install the managed packages in the following order to avoid any compatibility issues.

Permission Set Groups

You can assign a Permissions Set Group to users (which is easier than assigning multiple permission sets to a user). Let’s take an example of assigning the PITCHER Coaching Rep Group permission set to a user.

1. Go to Setup and navigate Users > Permissions Set Group in your salesforce organization.

2. Find and click the PITCHER Coaching Rep Group permission set to visit its Overview page.

3. On the Overview page, click Manage Assignments.

4. Click Add Assignments.

5. Use the checkbox to select one or more users or user groups for assigning permission.

6. Click Assign.

7. Click Done.

Create required Missions

As part of the Pitcher Coaching setup, please create a new single Mission with the following properties:

• Mission Name = Field Report

• Mission Label = Field Report

• Allocation = User

Create required Skills

As part of the Pitcher Coaching setup, please create the required Skills with the following properties:

• Skill Name

• Sequence

• Skill Type (Skills-Evaluation/On-the-Job Evaluation)

• Description