Custom Settings: Amp Impact in Salesforce Classic

Organizations whose end users are on Salesforce Lightning can skip this page and move to the next section.

The following steps are for organizations whose end users are on Salesforce Classic:

Salesforce Classic: Set-up Navigation Bar and Determine Access

The Navigation Bar allows users to navigate to and between features of Amp Impact. To set up the required Tabs in the Navigation Bar, the admin will have to create a Custom Setting record for each Visualforce page that will be used and navigated to.

Create a custom setting for the Navigation Bar labels and links to the relevant pages. Use this
spreadsheet to upload the Tabs or follow the steps below.
Go to the Setup Quick Search box, and enter “Custom Settings”.
Go to Custom Settings and click “Manage” next to the “Nav Bar” label.
Click “New” and create the following per your organization’s use of Amp Impact.

Definitions:

Name: Text that displays in the Navigation Bar tab - can be customized per organization’s terminology (e.g. “Track Metrics” instead of “Add Results”).
Page API Name: URL to hyperlink in the tab.
Parameters: This can be left blank for all records.
Title: Text that displays on cursor hover over the Navigation Bar tab - can be customized per organization’s use case (e.g. “Visualize” instead of “Performance Graphs”).
Unique Key: Short string with a letter code.

Name and Title can be customized to the organization’s use case. The values provided in the table are the sample values that can be used based on the Visualforce page names.

Page API Name and Unique Key are static values that need to be inputted for the Nav Bar to function correctly.

Page	Name	Page API Name	Title	Unique Key
Project	Project	/apex/ampi__project	Project	proj
ManageLogframes	Manage Framework	/apex/ampi__managelogframes	Manage Framework	mf
ActivityTracking	Activity Tracking	/apex/ampi__activitytracking	Activity Tracking	at
ManageIndicators	Manage Indicators	/apex/ampi__manageindicators	Manage Indicators	mi
SetTargets	Set Targets	/apex/ampi__settargets	Set Targets	st
AddResults	Add Results	/apex/ampi__addresults	Add Results	ar
PerformanceGraph	Performance Graphs	/apex/ampi__performancegraph	Performance Graphs	pg
ManageDisbursements	Manage Disbursements	/apex/ampi__managedisbursements	Manage Disbursements	md

Navigation Bar Access: This is used to customize the Navigation Bar for different users e.g. Digital Experience user vs. Client-organization users.

To display any part of the Navigation Bar for a certain profile or user, the admin must create a “Nav Bar
Access” record for that profile or user. The admin can set a default view of the Navigation Bar for the
entire organization using the Default Organization Level Value.

Go to Custom Settings and click on “Manage” next to the “Nav Bar Access” label.
Create a Default Organizational Level Value.
1. Click on the “New” button - as displayed on Step 1 in the image above.
2. In the “Available Nav Bar Items” field, enter the Unique Key for all pages that should appear
  on the Nav Bar. (For example, if all pages should be accessible through the Nav Bar, enter
  “proj, mf, at, mi, st, ar, pg, md”.) For a list of the Unique Keys, look at the table on the
  previous page.
3. The tabs are displayed in the order in which the Unique Keys are entered.
To customize for certain profiles or users, the admin must first locate the profile/user they want to
create a custom Navigation Bar view for in the Location field. Then, the admin must enter a
comma-separated list of the Unique Keys of the relevant Visualforce pages, in the order in which
they want the tabs for those pages to appear in the Available Nav Bar Items field.
1. For example, as an admin, I want my Digital Experience Users to only view the Project,
  AddResults, and PerformanceGraph pages, so I create a new Nav Bar Access record with
  the following information:
  1. In the “Location” field, select “Profile” and locate “Customer Community Login” in
    the lookup.
  2. In the “Available Nav Bar Items” field, enter “proj,ar,pg”.
  3. The tabs are displayed in the order in which the Unique Keys are entered.

Click on Manage
Click on Edit
A list of settings would be displayed. Check/Uncheck these settings based on the table below:

Field Label	Related UI Element	UI if True	UI if False
Hide Add New Disbursement Button	Controls the display of Add New Disbursement button.	Add New Disbursement button is hidden.	Add New Disbursement button is visible.
Hide Delete Icon	Controls the display of Delete Icon.	Delete Icon is hidden.	Delete Icon is visible.
Hide Edit Icon	Controls the display of Edit Icon	Edit Icon is hidden.	Edit Icon is visible.

Salesforce Classic: Customize the Project Record Page

Projects in Classic Experience are displayed with each of the Visualforce pages accessible through a
custom button. When navigating to any of the Visualforce pages, the Nav Bar will display at the top in order to facilitate easy toggling between the pages.

Each of the Visualforce pages is available as a custom button, following the Edit and Delete
standard buttons.
If your organization needs to change the Project’s record layout in Classic because only certain
pages and/or fields are utilized by users, edit those items directly in the page laxyout editor in
Setup.
- Control access to Visualforce pages through the Project record layout by adding/removing
  buttons from the button menu.
- Control access to fields on the Project record layout by adding/removing those fields.