Installing the Missions Managed Package

This document describes the steps required to install and configure the Pitcher’s Missions Managed Package.

Pre Installation

1 - Install dependent packages

1. Pitcher Zero

Installation

Follow these steps to install the package:

1. Enter the package installation link obtained from your Pitcher representative. This should redirect you to the login page of Salesforce.com. For Sandbox organizations, swap login.salesforce.com with test.salesforce.com in the URL.
   

   

2. Select Install for Admins Only, Install for All Users, or Install for Specific Profiles, depending on the need.

3. To verify the package components before installation/upgrade, click on the “View Components” link.

   

4. Check the acknowledgement and click Install to proceed.

5. Once the installation is completed, the following page appears:
   

   

6. To confirm the successful installation, check the installed packages on the Setup > Apps > Packaging > Installed Packages page.
   

   

7. To verify the package components after a successful installation/upgrade, follow the steps shown below -

Post Installation Steps

After the Pitcher’s Missions Managed Package gets installed in the org, you need to perform the following steps:

Step 1 - Permissions Assignment

• Assign the PITCHER-Mission Operations permission set to users managing the content of Missions.

• Assign the PITCHER-Mission Rep permission set to the users executing the Missions.

Step 2 - Schedule Apex Jobs

To schedule SCH_ExecutionCreationBatchProcessV2

1. Go to Setup > Apex Classes > Schedule Apex.

   

2. Select the unmanaged SCH_ExecutionCreationBatchProcessV2 class and schedule it to run at 3 AM every day.
   

   

3. Similarly, schedule the following classes too at the specified time:

   1. SCH_TagAllocationBatchScheduler => 9 PM daily

   2. SCH_MissionAllocationBatchScheduler => 10 PM daily

   3. SCH_PromotionAllocationBatchScheduler => 11 PM daily

   4. SCH_CallCreateExecutionTagBatch => 11 PM daily

   5. SCH_AssortmentL1AllocationBatchScheduler => 12 AM daily

   6. SCH_AssortmentL2AllocationBatchScheduler => 1 AM daily

   7. SCH_AssortmentL3AllocationBatchScheduler => 2 AM daily

   8. SCH_AdjustAccountEngagementVisit => 4 AM daily

Step 3 - Default Field Values

Ensure that the default values are set for the following fields:

Step 4 - Account Execution Picklist Value Change

Change the Account Execution Status picklist value Cancelled to Canceled with a single “L”.

Step 5 - Adjust custom metadata in Deep Clone Settings

• Setup → Custom Metdata Types → Click on “Deep Clone Settings”

• On the Deep Clone Settings page, change the value of Excluded Child Object API Names custom metadata field in pch__mission__c from pch__mission__c to pch__mission__c,pch__account_execution__c.

Step 6 - Sharing Setting (OWD) for Apex Managed Sharing

1. Only follow this step, if business wants to setup the logic for copying share records from Account to Mission__c and Account_Execution__c object.

2. Setup → Sharing Setting → Edit

3. Based on current client environment change the “Default Internal Sharing” to “Private” for below objects-

   1. Account

   2. Mission__c

   3. Account_Execution__c 

Step 7 - Modify Mission Builder Layout

1. Setup → Object Manager → Mission → Layouts

2. Click Edit on Mission Builder Layout

3. Remove fields: Start, End, Repeat Period, Repeat Every.

Step 8 - Update Page Layout “Mission Builder Layout” (one time)

1. This is one time manual step when upgrading to Missions 0.71

2. Go to Setup → Object Manager → Mission → Layouts

3. Click “Edit” next to “Mission Builder Layout”

4. Remove field Allocation Logic, click save and yes (overrides user’s local modifications

Step 9 - Set up the Canvas App

• Add permission to CanvasAppLifeCycleHandler, QueryResultsController classes for all profiles.

• Configure the Experience Builder.

After configuring the builder, follow these steps to provide access to it:

1. Go to Setup > Connected Apps and open the Experience Builder Instance you are using.

2. Scroll to the Oauth Policies section.

   

3. Click Edit Policies

4. Change Permitted Users to Admin approved users are pre-authorized.

5. Click Save

6. Scroll to the Permission Sets section and add permission sets of users that should be allowed to use the Canvas App. 

7. Set Pitcher Mission Settings Custom Setting default configuration for :
   DEV-LIVE
   TEST
   PROD

Step 10 - Updating record type names in metadata configuration

• If you are installing (first time) any higher version than v0.75.0.0 then skip this step

• If you are upgrading to v0.75.0.0 or the higher version only then follow this step

• Go to the Setup → Custom Metadata Types → click “Manage Records” next to “Lightning Builder”

• Click “Edit” next to “Mission Builder”

• In the Record Types field enter Mission and Save the record:

Step 11 - Add picklist value to Mission Allocation field

• If you are installing (first time) any higher version than v0.77.0.0 then skip this step

• If you are upgrading to v0.77.0.0 or the higher version only then follow this step

• Go to the Setup → Object Manager → Mission

• Click on Allocation

• Add new value: Contract

• Go to Mission → Record Types → Mission

• Modify the Allocation picklist - add the new Contract value to selected values

•