Custom Settings: Amp Impact in Salesforce Classic

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

Salesforce Classic: Set-up Navigation Bar

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.

1. 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.

2. Go to the Setup Quick Search box, and enter “Custom Settings”.

3. Go to Custom Settings and click “Manage” next to the “Nav Bar” label.

4. 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.

Salesforce Classic: Determine 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.

Open

1. Go to Custom Settings and click on “Manage” next to the “Nav Bar Access” label.

2. 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.

3. 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.

1. Click on Manage

2. Click on Edit

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

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.

Open

• 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.