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The purpose of this guide is to help consultants set up a Salesforce Digital Experience with Amp Impact functionality. These steps will set up Digital Experience Users with access to Add Results, Performance Graphs, and Project records, but not to Manage Framework, Manage Indicators, Set Targets, or Manage Disbursements. For any additional customised functionality and/or access in Digital Experience, additional configuration may be required.

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Overview

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Amp Impact in Salesforce Digital Experiences

Salesforce Digital Experiences are often used to expose parts of Amp Impact to Implementation Partners, Funders, Grantees, or other stakeholders that need access to a subset of data during regular intervals.

Typically, the functional areas that are exposed to these external stakeholders are elements of the Project functionality, Add Results pages, and Performance Graphs. Those are the areas we cover here and additional configuration might be needed if there are other relevant areas in your Digital Experience Site. Contact the Amp Impact Support team if you need additional guidance in these areas.

General User, Access & Permissions Set Up & Configuration

Create Permission Set for Community Users

The first step is to create a permission set for the Digital Experience Users.

Info

This permission set is an example to provide Customer Community Users with access to all Project records and the Activity Tracking, Add Results, and Performance Graphs pages. Permissions should be customised to an organisation’s use case.

Note: Permission Sets will vary based on the user license. Not all object level permissions are available for all user licenses.

  1. Go to Setup.

  2. Type “Permission Sets” in Quick Find and click the result.

  3. Find “Amp Impact Admin” and click “Clone”. Set the following:

    1. Label: Amp Impact Community

    2. API Name: Amp_Impact_Community

  4. Click “Assigned Apps”. In the page that loads, click “Edit”.

  5. Move ampi.Amp Impact (ampi__Amp_Impact) and ampi.Amp Impact (ampi__Amp_Impact_Lightning) from the “Enabled Apps” list to the “Available Apps” list and click “Save”.

    1. Assigned Apps are not allowed for some Community User licenses.

  6. Open “ Object Settings”.

  7. For each object in the table below, set the following permissions by clicking each object and then clicking “Edit”.

Object

Read

Create

Edit

Delete

View All

Modify All

Activities

X

X

X

X

Budgets

No access

Disaggregated Indicators

No access

Disaggregated Project Indicators

X

X

X

X

Disaggregation Groups

X

X

X

X

Disaggregation Values

X

X

X

X

X

X

Object (continued)

Read

Create

Edit

Delete

View All

Modify All

Disbursements

No access

Financials

No access

Geographic Areas

X

IATI Policies

No access

IATI Sectors

No access

Implementation Plans

X

X

X

Indicators

X

X

X

Indicator Thematic Areas

No access

Objectives

X

Organization Roles

X

Project Geographic Areas

No access

Project IATI Policies

No access

Project IATI Sectors

No access

Project Indicator Geographic Areas

X

X

X

X

Project Indicator Objectives

No access

Project Indicator Reporting Periods

X

X

X

X

Project Indicators

X

X

X

X

Project Indicator Thematic Areas

No access

Project Objectives

X

Project Roles

X

Projects

X

X

X

Project Thematic Areas

No access

Questions

No access

Object (continued)

Read

Create

Edit

Delete

View All

Modify All

Reporting Periods

X

X

X

X

Results

X

X

X

X

X

X

Sections

No access

Submissions

No access

Thematic Areas

X

Visualforce Updates

X

X

Create Digital Experience Profile

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These steps are an example using the Customer Community Login User license. If you already have a digital experience user profile that you plan to use in a digital experience with Amp Impact, assign the permission set to those users. Otherwise, use the steps below as guidelines to a profile for digital experience users, and customise to the organisation’s use case as needed.

  1. Go to Setup.

  2. Type “Profiles” in Quick Find and click the result.

  3. Click “New Profile”.

    1. For the Existing User picklist, select “Customer Community Login User”. 

    2. The User License should display “Customer Community Login”.

    3. For the Name field, enter “Amp Impact Community User”.

  4. Click “Save”.

  5. Click “Edit”.

  6. Scroll to Administrative Permissions and make sure the checkbox next to “API Enabled” is selected.

  7. Click “Save”.

  8. Navigate to Visualforce Page Access. Add “ampi.AddResults” and “ampi.PerformanceGraph” to the Enabled Visualforce Pages list. Click “Save”.

Create Sharing Set with Read/Write Access for Project Indicator

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These steps are an example to create a sharing set for the profile created in the previous step - Create Digital Experience Profile, enabling users with that profile to have read/write access to Project Indicators of which they are owner. Please read here for more information about Sharing Sets. Sharing Rules can also be used to provide this level of access, depending on the organisation’s use case.

  1. Go to Setup.

  2. Type “Digital Experiences” in Quick Find and click “Settings” under the result.

  3. In the Sharing Sets related list, click “New”.

    1. Label: Amp Impact Community User

    2. API Name: Amp_Impact_Community_User

    3. Selected Profiles: Amp Impact Community User

    4. Selected Objects: Project Indicator

  4. Click Set Up in the Configure Access table.

    1. Grant access where the User.Contact matches Target Project Indicator.Owner.Contact

    2. Access Level: Read/Write

  5. Click Update.

  6. Click Save.

Create Digital Experience Users

  1. Open a Contact record detail.

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The Contact record must have a parent Account in order to be able to follow the next steps listed below.

2. Enable the Contact as a Customer user by:

a. (Classic) Click “Manage External User” at the top of the record. Select “Enable Customer User” from the dropdown.

b. (Lightning) Click “Enable Customer User” button.

3. In the User record page, select User License as “Customer Community Login” and Profile as “Amp Impact Community User” (or the Profile created in the earlier section on Create Digital Experience Profiles).

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4. Click “Save”. 

5. Scroll down the User record page to the first related list (Permission Set Assignments). Click “Edit Assignments”.

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6. Add “Amp Impact Community” and “Submission Response” in the multi-select picklist. Click “Save”.

Set Up Lightning Digital Experience

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These steps will walk you through how to set up a Lightning Digital Experience with Projects (as shown below under Set Up Projects) and Submissions (as shown below under Set Up Submissions). Depending on your use case, certain steps can be skipped or modified.

In Setup

Enable Digital Experiences

  1. Open Setup.

  2. If Digital Experiences are not yet enabled, enable Digital Experience.

    1. Type “Digital Experiences” in Quick Find and then select “All Sites” .

    2. Select “Enable Digital Experiences”.

  3. Click the “New” Digital Experience button.

Set Up CSP Trusted Site Record

Experience Builder sites use Content Security Policy (CSP) to secure our sites from malicious resources and component vulnerabilities. Please add following CSP trusted site record to allow user to export media for ampi__Project_Indicator__c object via Performance Graph page in communities:

  1. Navigate to CSP Trusted Sites within Setup

  2. Click on the New Trusted Site button 

  3. Add the following information:

    1. Enter ‘Trusted Site Name’ as ‘Highcharts’

    2. Enter the value for ‘Trusted Site URL’ as ‘https://export.highcharts.com ’

    3. Enter ‘Description’ as ‘This allows exporting media of Project Indicators from within the Performance Graph tab in communities.’

    4. Leave the ‘Active’ checkbox as checked

    5. Under the CSP Directives section mark the ‘Allow site for img-src’ option as checked

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In Lightning Bolt Page:

  1. Select “Customer Service”.

  2. Click “Get Started”.

  3. Name your community and (optional) set a URL. Click “Create”. You will be taken to the Digital Experience Workspace.

In Digital Experience

Community Builder

Set Up Amp Impact Projects

  1. Select “Builder”. You will be taken to the interactive builder.

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2.

  1. Click on the Navigation Menu. A popup will appear on the top right.

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3.

  1. Click “Navigation Menu” button. Another popup will appear.

4.

  1. Click “+ Add Menu Item” button. 

5.

  1. Name Menu Item as “Projects”, select Type as “Salesforce Object”, and select Object Type as “Project”. You can leave the Default List View at “Default”. Click “Save Menu”.

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Info

The following 6 steps (6-11) on setting up tabs should only be followed if your organization is not using the Nav Bar for digital experience users. If your organization would still like to use the Nav Bar in digital experience, please skip to the next section.

6. Create a Project record page in the Community Builder. 

a. Click the dropdown in the top left corner. A picklist will appear.

b. Scroll to the bottom of the Picklist and click the “+ New Page” button. A pop-up will appear.

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c. Select “Object Pages”.

d. Find and select “Project” in the list of Objects.

e. Click “Create”. You will be navigated to the new Project Detail Page template.

7. Click into the Tab component. Click “Add” and customize the labels of the Visualforce pages or Lightning Component you want to make available in the digital experience.

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8. Click into a tab (e.g. Add Results). From the Components menu on the left, drag the relevant Lightning Component (i.e. Visualforce Page for AddResults or the custom ActivityChart Lightning Component for Activity Tracking) into the tab’s space. 

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9. If a Visualforce Page was added in the previous step, a popup will appear in the top right. In the popup, select the Visualforce page to display in the tab. Customize as needed the Height (in pixels) field. Leave Record ID at the default value.

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10. Repeat Steps 7-9 for each Visualforce page that needs to be made available to community users.

11. To add the custom manageIndicators Lightning Web Component, the Record ID property must be manually set. Input {!recordId} into the text field under Record ID so that the component will render properly.

a. Note this value is case-sensitive and must be entered exactly as shown below.

12. Click “Publish”.

Set Up Amp Impact Submissions

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The steps in this section are only required if digital experience users will be filling out Submissions. If this is not required for your use case, please skip to the next section. If digital experience users will be using Submissions in another manner (i.e. reviewing submissions), please refer to the Amp Impact Installation Guide to understand how to customise the pages for that use case.

  1. Click on the Navigation Menu. A popup will appear on the top right.

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2. Click “Navigation Menu” button. Another popup will appear.

3. Click “+ Add Menu Item” button. 

4. Name Menu Item as “Submissions”, select Type as “Salesforce Object”, and select Object Type as “Submission”. You can leave the Default List View at “Default”. Click “Save Menu”.

5. Create a Submission record page in the Digital Experience Builder. 

a. Click the dropdown in the top left corner. A picklist will appear.

b. Scroll to the bottom of the Picklist and click the “+ New Page” button. A pop-up will appear.

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c. Select “Object Pages”.

d. Find and select “Submission” in the list of Objects.

e. Click “Create”. You will be navigated to the new Submission Detail Page template.

6. Add the SubmissionResponseForm component to the Submission Detail Page.

a. Expand the Lightning Components Menu on the left side of the builder.

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b. Find the SubmissionResponseForm component in the Custom Components section of the list.

c. Drag and drop the SubmissionResponseForm below the Record Detail component.

7. Click “Publish”.

Set Up Multi-Language Capability - Optional

This step is for users and systems that utilize the multi-language capability with Amp Impact. To ensure multi-language compatibility of Lightning Web Components for users with non-English user locales, the Digital Experience must have Languages enabled.

  1. Click on the Gear icon to access Settings from Community Builder.

  2. Under Settings, click “Languages”.

3. Click “Add Languages”.

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4. Select language(s) from the available languages list and add it to the community languages list.

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Add Members to the Digital Experience

Workspace

  1. In “Administration”, click “Members”. Add the “Amp Impact Community Profile” to the multi-select picklist. Click “Save”.

2. Click the icon in the top left corner to bring down the sidebar. Click “Settings”, and click “Activate Digital Experience”.