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Installation Install the SDG Indicator & Monitoring Framework Plugin into the relevant environment with these installation links: Sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t4W00 Production: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t4W0000038SWC Select which users you wish to install the package for and click “Install”. |
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Object | Fields | Field Type | Description/Comments |
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ampi__Project__c object | xx_SDG__c | Multi-select picklist | When deselecting SDGs from this picklist in Lightning Experience, the user will be able to deselect the last value by pressing Ctrl (PC)/Command (Mac) and clicking that value in the picklist. |
xx_SDG_Icon__c | Formula(text) | Displays the SDG icon(s) based on the value(s) selected in SDG__c | |
xx_SDG_Icon_Experience__c | Formula(text): | Displays the SDG icon(s) within communities (digital experiences) based on the value(s) selected in SDG__c | |
ampi__Catalog_Objective__c | xx_SDG__c: | Picklist | |
xx_SDG_Goal__c | Formula(text) | ||
xx_SDG_Subcategory__c | Picklist | ||
xx_SDG_Target_Definition__c | Long text area(710) | ||
xx_SDG_Icon__c | Formula(text) | Displays an SDG icon based on the value selected in SDG__c | |
xx_SDG_Icon_Experience__c | Formula(text) | Displays an SDG icon in communities based on the value selected in SDG__c | |
ampi__Indicator__c | xx_SDG_Shortcode__c | Picklist | |
xx_SDG_Indicator_Definition__c | long text area(500) | ||
xx_SDG_Goal__c | Formula(text) | ||
xx_SDG_Icons__c | Displays an SDG icon based on the value selected in SDG_Shortcode__c | ||
xx_SDG_Icons_Experience__c | Formula(text) | Displays an SDG icon based on the value selected in SDG_Shortcode__c | |
ampi__Project_Indicator__c | xx_SDG_Indicator_Definition__c | Long text area(500) | |
xx_SDG_Shortcode__c | Formula(text) | ||
xx_SDG_Goal__c | Formula(text) | ||
xx_SDG_Icons_Experience__c | Formula(text) | Displays the SDG icon for Experiences in correlation with the parent catalog indicator | |
xx_SDG_Icons__c | Formula(text) | Displays the SDG icon in correlation with the parent catalog indicator |
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From the “Compact Layouts” on the relevant object (“Project” object in this case), select “Project Highlights”.
Select and add the “Related SDG(s)” field to the “Selected Fields” list and define the field’s position.
Add SDG fields to the Page Layout
From the “Page Layouts” section, navigate to the relevant page layout.
Select and add the remaining new SDG fields (fields other than the “Related SDG(s)” field) to the layout.
Following these steps, you can add the new fields to the relevant page and compact layout for ampi__Objective__c, ampi__Indicator__c, and ampi__Project_Indicator__c objects.
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This can sometimes make it challenging for users to navigate the indicators and select the correct ones. One workaround is to make use of the “SDG Indicator Definition” field - an additional field with a higher character limit that will not truncate any of the indicator descriptions. Organizations often choose to add this field to the field set for the popover that appears next to every Project Indicator on the SetTargets and AddResults VF components. This would enable the users to view the full definition of these indicators - see the screenshot below.
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Navigate to the “Field Sets” tab on the relevant object (“Project” object in this example).
Click on the relevant field set (Set Targets Info Popover for the SetTargets VF component and Add Results Info Popover for the AddResults VF component)
Add the SDG Indicator Definition field to the ‘In the Field Set’ section
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Remember, if the users rely on the “SDG Indicator Definition” field in the popover, the indicator definitions have to be uploaded to this field as well duing the SDG Indicator data upload. |
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Find the Indicators, Project Indicators, Objectives, and Project objects on the ‘Object Settings’ window to edit their permissions
Grant access to the unchecked Related SDG field (marked as 1) and revoke access from the checked Related SDG field (marked as 2) by clicking on the checkbox. Carry out this step for the ampi__Indicator__c & ampi__Catalog_Objective__c objects.
Grant access to the unchecked Related SDG(s) field (marked as 1) and revoke access from the checked Related SDG(s) field (marked as 2) by clicking on the checkbox. Carry out this step for the ampi__Project__c object.
Grant access to the unchecked Related SDG field (marked as 1) and revoke access from the checked Related SDG field (marked as 2) by clicking on the checkbox. Carry out this step for the ampi__Project_Indicator__c object.
Edit any other permissions as per your organization’s use case and save the settings.
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