Pre-Installation Setup

Owned by Harshula Jhala
Last updated: Oct 18, 2023 by Wilmarié Moreland
3 min read

System Administration and Pre-Installation Setup

Ready to install Amp Impact for the first time? There are a few pre-installation steps to dive into before you’ll be ready to install Amp Impact into a sandbox or production environment.

Required Pre-Installation Steps

(Required) Set Up My Domain

In order to use any of the custom Lightning Components in Amp Impact, My Domain will need to be enabled and set up in the org. System Administrators can set up My Domain and create a custom Salesforce domain for the organization through the Setup menu.

 

All production Salesforce orgs created in Winter ’21 or later get a My Domain by default. With My Domain, you get a subdomain within the http://salesforce.com domain, such as, https://examplecompany.my.salesforce.com. 

If the requested My Domain name isn’t unique, the sign-up process adds characters at the end of the name. For example, if you request “example” as your My Domain name and it’s in use, the sign-up process can adjust it to “example1” or “example-1a”. If you don’t choose a My Domain during sign-up, Salesforce assigns one for you based on your company name. If you don’t like the one assigned, you can change it.

(Required) Enable Streaming API for the Org

Streaming API must be enabled in your Salesforce org to use Aggregated and Calculated Indicators functionality. System Admins can enable the Streaming API by performing the following steps:

  1. Open the setup interface.

  2. Use the Quick Find search to find and open “User Interface”.

  3. Scroll to the “Setup” section in User Interface.

  4. Make sure that “Enable Streaming API” is selected.

  5. Click “Save”.

(Required) Enable Chatter

  1. Open the setup interface.

  2. Use the Quick Find search to find and open “Chatter Settings”.

  3. Click on the “Edit “button.

  4. Make sure “Enable” is selected under the section Chatter Settings

  5. Click “Save”.

(Required) Enable Content Deliveries and Public Links 

Content deliveries and public links convert files into an online format that's available through links. This enables users to send links to people inside or outside your organization. System Admins can enable Content Deliveries and Public Links by following these steps:

  1. Open the setup interface.

  2. Use the Quick Find search to find “Content Deliveries and Public Links”.

  3. Enable Content Deliveries and Public Links by marking the first two checkboxes as TRUE. 

If Content Deliveries and Public Links is not available from setup, contact Salesforce Support to enable the setting.

(Recommended) Enable Path

For Lightning Pages in Amp Impact to correctly display the Path component, Path must be enabled in the Salesforce org. System Admins can enable Path by following these steps:

  1. Open the setup interface.

  2. Use the Quick Find search to find and open “Path Settings”.

  3. Click the “Enable” button.

  4. Edit the Amp Impact Paths as needed:

    1. “Project Status” - This Path is used on the Project Lightning record page, and its display depends on the value in the ampi__Project_Status__c field on ampi__Project__c.

    2. “Submission Status” - This Path is used on the Submission Response and Submission Review Lightning record pages, and its display depends on the value in the ampi__Status__c field on ampi__Submission__c. By default, it is assigned to the Submission Record Type.

(Recommended) Browser-Specific Setup

Override Content Security Policy for Internet Explorer

This step is optional, as it is only relevant for those using IATI XML generation or aggregated and calculated indicators on the Internet Explorer browser.

As per Salesforce’s restriction of using email templates on only CSP-compliant browsers, users on an Internet Explorer browser will face difficulties accessing Salesforce from email. You can advise users to use a different (CSP-compliant) browser or override the restrictions as mentioned in the link.