Create a Next Best Action Employee App – Part 2

Setup and Installation steps (View Part 1 for demo video and details on the building blocks)

STEP 1: Install package

OR


STEP 2: Setup the environment

  • Make sure all custom fields on the User object are accessible and visible in the page layouts
  • Object Manager →User →Fields & Relationships
  • Navigate to each of the fields below and follow the steps to Set Field Level Accessibility to Visible to all profiles
    • Navigate to each of the fields below and follow the steps to Set Field Level Accessibility to Visible to all profiles
      • Einstein HiPo Likelihood
      • Next Shift Start Date
      • Next Shift End Date
      • Is People Manager
      • Survey Taken

Screen Shot 2020-06-25 at 11.43.37 AM.png
  • Ensure that the fields are visible in the default page layout
  • Go to object manager – User page layouts. Drag the custom fields to the Additional Information Section
  • Repeat for Message layout →Drag the Category field appears in the detail page

STEP 3: Create Users of the app.

  • User1
    • First name Bessie
    • Last Name Thomas
    • use your email for email and
    • give a username such as b.thomas@demo51.org
    • In additional information
      • Check Is People Manager
      • Add dates for Next Shift Start and Next Shift End Dates
      • Leave the Survey Taken column unchecked
  • User2 (Important to use the same name as for the purpose of the demo , it is hard coded)
    • First name Rosa
    • Last Name Garcia
    • use your email for email and
    • give a username such as m.garcia@demo51.org
    • In additional information
      • Leave the Is people manager unchecked
      • Leave the Survey Taken column unchecked
      • Give a value >80% to simulate Einstein HiPo Likelihood
      • Add dates for Next Shift Start and Next Shift End Dates
  • Make sure to remember the username and also change the password. (You should receive an email on the registered email)

STEP 4: Assign permissions

  • Go to users – permission set and enable both Goodmorning and Goodmorningsales permission for the user user(user user is the admin user for scratch orgs)
    • Permission set →Manage Assignments→ Add Assignments→ User, User (if scratch org or the relevant users) .
  • Profiles→system admin→ change permissions to view object (Assuming both users are System Administrators. If not assign the following permission accordingly to the users created)
    • custom app setting →check bright team management
Screen Shot 2020-06-25 at 11.52.01 AM.png



STEP 5: Add Data to custom objects

image
  • Go to SalesTacticalPlan object from the AppMenu (If it does not show – make sure the user permissions are set)
  • Create a record with the details shown (EmployeeDailyTacticalPlan)

  • Create the following records to the Recommendation object
  • If you do not see any field visible on the recommendation object : Go to Recommendation object Manager→Page Layout→Manage Assignment →Edit Assignment and assign recommendation layout to all users.
 NameDescriptionAction Reference Acceptance LabelRejection Label
1Priority Message: Tax DayTax day is in 6 weeks! Get more detail.Tax_FlowAcceptReject
2Priority Message: Well Being SurveyOur records indicate that you have not taken the Well Being Survey. Please take a few minutes to complete it.Well_Being_Survey_FlowAcceptReject
3Work.com Contact Risk AlertAlert! You have recently come in contact with someone who has tested positive for COVID -19. Please contact the health center for more details.Contact_RiskAcceptReject
4Return to Work Shift Days Shift_FlowAcceptReject
5Training RecommendationYour manager has identified that you will benefit from the Great Salesforce Leaders training. Click to enroll.Enrollment_FlowAcceptReject

STEP 6: Set up the flow component to accept input for which messages and their respective priorities to be surfaced on the NBS Component

  • Navigate to the Bright Team Mgmt App from the App Menand then user profile(click on the profile pic icon) and then edit page to bring up LAB. NOTE: If you click on user profile when on setup , you go to User setup not the profile page so make sure you are on the app when pulling it up
    • Drag the Flow component and choose Manage Employee Tactics as shown below