General Set Up & Configuration

Ready to tackle Amp Impact setup and configuration?

Refer to the Set Up & Customization by Functional Area section for feature-specific configuration guidance.

Required and recommended steps to take before installing Amp Impact.

Set up users and permission sets depending on user access requirements.

For more detailed user permission configuration, review the Permissions by Functional Area matrix.

Necessary steps before uninstalling the Amp Impact managed package.

Customize a home page and a record page for each of the custom Amp Impact objects.

Create a custom interface for specific features by creating and managing custom data at the organization, profile, and user levels.

Create a custom interface for specific features by creating and managing custom data at the organization, profile, and user levels.

Define an alternative field to display in components with Custom Metadata Types.

Customize the fields that you display to users on custom components like tables and pop-ups.

Configure features on other Salesforce objects.

Customize Amp Impact to match the terminology that users are familiar with.

Set up reference data in different languages.

Enable and configure Salesforce’s Multi-Currency feature.

Customize processes, triggers, workflow rules and flows in Amp Impact.

Allow external stakeholders access to Amp Impact data and features.

Leverage Amp Impact Plugins to optimize the user experience.

Coming Soon