Coaching Managed Package Details

The Coaching Managed Package allows you to set up the Pitcher’s Coaching application base by extending custom fields to other managed packages and defining the application’s functionality.

This document describes the contents and configuration of the latest Pitcher’s Coaching Managed Package.

Package Components

A Package Component is a basic building block of development. Check this Salesforce Package-able Components Documentation for different supported components which can be packaged.

Package Installation page during installation.

Installed Packages section after a successful installation.

Custom Objects

Pitcher Coaching Managed Package installs the following custom objects:

Skill

Skill

Skills Object is used to capture the different types of skills for which we will evaluate the users. Pitcher Coaching Managed Package installs five custom fields on Skill Object as listed on the screenshot below.

Fields and Relationship

Field Label	Field Name	Data Type
Skill Name	`Name`	Text(80)
Created By	`CreatedById`	Lookup(User)
Last Modified By	`LastModifiedById`	Lookup(User)
Owner	`OwnerId`	Lookup(User,Group)
Record Type	`RecordTypeId`	Record Type
Active	`PCH__Active__c`	Checkbox
Description	`PCH__Description__c`	Long Text Area(32768)
Market	`PCH__Market__c`	Text(255)
Parent	`PCH__Parent__c`	Lookup(Skill)
Sequence	`PCH__Sequence__c`	Number(18,0)

Resources

Component Name	Component Type
Skill Group	Record Type
Skill	Record Type

Object Translations

This helps in translating to different languages.

Skill__c-en_US

Fields and Relationship

Field Label	Field Name	Data Type	Transaction Type
Active	`PCH__Active__c`	Checkbox	Field Translation
Description	`PCH__Description__c`	Long Text Area(32768)	Field Translation
Parent	`PCH__Parent__c`	Lookup(Skill)	Field Translation
Sequence	`PCH__Sequence__c`	Number(18,0)	Field Translation
-NA-	`Skill__c-en_US`	-NA-	Object Translation

Custom Fields & Resources

Mission

There are below fields and resources which has been extended to this package -

Fields and Relationship

Field Label	Field Name	Data Type
Skill Mission	`Skill_Mission__c`	Checkbox

Task

There are below fields and resources which has been extended to this package -

Resources

Component Name	Component Type
Coaching_Task	Record Type
Task-Coaching Task Layout	Page Layout

User Execution

There are below fields and resources which has been extended to this package -

Fields and Relationship

Field Label	Field Name	Data Type
Skill Execution	`Skill_Execution__c`	Checkbox

User Execution Item

There are below fields and resources which has been extended to this package -

Fields and Relationship

Field Label	Field Name	Data Type
Focus Skill	`Focus_Skill__c`	Checkbox
Skill (Deprecated)	`Skill__c`	Lookup(Skill__c)
Skill Group (Deprecated)	`Skill_Group__c`	Lookup(Skill__c)
Skill Rating	`Skill_Rating__c`	Checkbox
Skill Rating (Color)	`Skill_Rating_Color__c`	Text(255)
Skill Rating (Name)	`Skill_Rating_Name__c`	Text(255)

Application

Application can be launched form App Launcher and it has the set of custom tabs and utility bar for navigation purpose.

Application Name

Application Label

Screenshot

Pitcher Coaching

Pitcher_Coaching

Content Asset

This can be any content file (image, video or any document)

Name	Uses
Pitcher_Icon0021	It’s been used at Application “Pitcher_Coaching” to show Pitcher Logo on top left of the application.

Flexi Page

Flexi Pages are kind of Lightning Pages and Lightning pages can be used:

To customize the layout of record pages, the Salesforce Home page, and the Email Application pane in the Outlook and Gmail integrations.
As the home page for an app.
As the utility bar for a Lightning app.

Name	Uses
`Pitcher_Coaching_UtilityBar`	Used for the utility bar which is referred by Application `Pitcher_Coaching`

Custom Tabs

Pitcher Coaching Managed Package installs one custom Skill tab.

Skill - This is the tab that appears when you access the Allocations app on Salesforce. The skill tab is also available through the permission set and can be assigned with custom additional permission sets if required. Operations users use the Skill tab to configure the Skills required for their teams to work with and conduct evaluations.

Permission Sets

Pitcher Coaching Managed Package installs the following permission sets that are used to provide users with suitable access to the Pitcher Coaching:

PITCHER-Coaching Operations - This permission set is used to set permissions for administrators for back-end (Salesforce) usage.
PITCHER-Coaching Rep - This permission set is used to set permissions for front-end users.

Operations users are assumed to be managing content for the field team and Reps are the regular users in the field using Pitcher Instore.

Permission Set Groups

Permission Set Group is a group of multiple Permission Sets.

Permission Set Group Name	Child Permission Sets	Description
`PITCHER Coaching Operations Group`	`PITCHER_Apps_Operations` `PITCHER_Coaching_Operations` `PITCHER_Engage_Operations` `PITCHER_Mission_Operations`	This permission set group can be used to assign all the permissions for the packages required for Coaching to be working for an operations user.
`PITCHER Coaching Rep Group`	`PITCHER_Apps_Rep` `PITCHER_Coaching_Rep` `PITCHER_Engage_Rep` `PITCHER_Mission_Rep`	This permission set group can be used to assign all the permissions for the packages required for Coaching to be working for a sales rep.

Package Installation

To learn how to install this package and the post-installation steps, see Installing the Coaching Managed Package.