Jarvis (v1.32) | Upgrade Instructions | April 2023

This page covers:

Upgrading Amp Impact to Jarvis - v1.32

1. To upgrade to the latest release of Amp Impact, log into your Sandbox environment and use the installation link.

   1. Vera Employees can navigate to this page to access the link.

   2. Partners & customers, please get in touch with your Vera point of contact to access the link.

2. Information will be displayed confirming that you have an earlier version installed and it can be upgraded while preserving existing data. 

3. Select which users you wish to install the package for (learn more here). 

4. Click "Upgrade".

5. Refer to the release notes document and learn about the new features and bug fixes for this release. 

6. After reviewing the release notes, follow the steps outlined below. 

7. Perform your current use cases in the sandbox and if you are using any of the new features from this release, ensure that they are operating as expected.

8. When you are ready to deploy to Production, use this installation link.

9. Update any changes you make, for example to custom settings, in Production as these will not "carry over" from your sandbox. 

Packaging Changes

Certain changes to the configuration will be automatically updated on installation of the upgrade, while others will need to be manually updated (in order not to conflict with any org-specific customization). For full details on what Salesforce supports when upgrading managed packages, refer to the Editing Components and Attributes After Installation and Special Behavior of Components in Packages pages.

Update Profiles and Custom Permission Sets for New Objects and Fields

While permission sets in the package are automatically updated to provide access to these new fields (New field ampi__xx_Allow_Multiple_Files__c on object ampi__Question__c), profiles and custom permission sets must be manually updated to include these new artifacts if the relevant user(s) requires access to them. 

Refer to the Packaging Changes section in the release notes to determine which objects and fields need to be added to any custom profiles or permission sets. 

Use the Project Setup Wizard

With the ampi__Project_Setup_Wizard screen flow, users are able to quickly set up records like Reporting Periods, Budgets, Frameworks, etc on the project.  In order to use this feature, follow the steps mentioned below:

Remove the Generate Reporting Period Quick Action to the Page Layout (Optional)

Since reporting period setup is already a part of Project Setup Wizard, you can choose to remove the Generate Reporting Period action from the Project record.

1. Navigate to Setup and click on the “Object Manager”

   Open

   

2. Search for and click on the “Project” object

3. Click on the “Page Layouts” tab

   Open

   

4. Click on “Project Layout”

5. Click on the “Mobile & Lightning Actions” tab

6. Drag the “Generate Reporting Period” action from the Salesforce Mobile and Lightning Actions section back to the Mobile and Lightning Actions.

Add the “Set up Project” Quick Action to the Page Layout

This step is required in order to use the Project Setup Wizard.

1. Navigate to Setup and click on the “Object Manager”

2. Search for and click on the “Project” object

3. Click on the “Page Layouts” tab

4. Click on “Project Layout”

5. Click on the “Mobile & Lightning Actions” tab

7. Drag the “Set Up Project” action to the Salesforce Mobile and Lightning Actions section

Use the Enhanced Budget Templates

1. Update Page Layout for the Budget Object

Page layout changes made to the Budget (ampi__Budget__c) object will not be reflected when you upgrade to Jarvis. This is to ensure that any customizations made by users are not overridden. In order to meet the modifications made to the page, you may modify the Budget page layout by adding relevant quick actions.

Add the “Active?” checkbox field to the Page Layout

This step allows users to mark budgets that are no longer used for financial planning as inactive. You can add the checkbox field Active? (ampi__xx_Active__c) to the Budget page layout by following the steps mentioned below:

1. Go to Object Manager

2. Search for and click on the Budget object (ampi__Budget__c)

3. Navigate to “Page Layout” and click on the “Budget Layout”

4. Drag the “Active?” field to the Budget Detail section

5. Click “Save”

Add the “Download Budget” Quick Action to the Page Layout

1. Go to Object Manager

2. Search for and click on the Budget object (ampi__Budget__c)

3. Navigate to “Page Layout” and click on the “Budget Layout”

4. Navigate to “Mobile and Lightning Actions”

5. Drag the “Download Budget” quick action to the Salesforce Mobile and Lightning Experience Actions section

Add the “Upload Budget” Quick Action to the Page Layout

1. Go to Object Manager

2. Search for and click on the Budget object (ampi__Budget__c)

3. Navigate to “Page Layout” and click on the “Budget Layout”

4. Navigate to “Mobile and Lightning Actions”

5. Drag the “Upload Budget” quick action to the Salesforce Mobile and Lightning Experience Actions section

Remove the “Download” and “Upload” Quick Action from the Page Layout (Optional)

Since the “Download Budget” and “Upload Budget” quick actions perform the same action as the “Download” and “Upload” quick actions, you can choose to remove them from the Budget record.

1. Go to Object Manager

2. Search for and click on the Budget object (ampi__Budget__c)

3. Navigate to “Page Layout” and click on the “Budget Layout”

4. Drag the “Download” and “Upload” quick action from the Salesforce Mobile and Lightning Experience Actions section back to “Mobile and Lightning Actions”

2. Lightning Page Customization

The Budget Cycle Component streamlines longer-term budgeting by providing an interface to plan and report on expenditure for multiple periods at once.

To enable the Budgeting Cycle component:

1. Navigate to “Object Manager”

2. Search for and click on the “Budget (ampi__Budget__c) object”

3. Navigate to “Lightning Record Pages”.

4. Click on the “Budget Record Page” and click “View”.

5. Activate the Page.

3. Update Page Layout for the Reporting Period Object

Ensure correct page layouts have been assigned to the Reporting Period object.

Please ensure that this step from the Indus Upgrade Guide has been completed.

Add the “Available for Financials” checkbox field to the Page Layout

This step allows users to mark certain Reporting Periods to be available for Budget Planning. You can add the checkbox field Available for Financials (ampi__Available_For_Financials__c) to the Reporting Period page layout by following the steps mentioned below:

1. Go to Object Manager

2. Search for and click on the Reporting Period object (ampi__Reporting_Period__c)

3. Navigate to “Page Layout” and click on the “Reporting Period Layout”

4. Drag the “Available for Financials” field to the Reporting Period Detail section

5. Click “Save”

Add the “Parent Reporting Period” lookup field to the Page Layout (Optional)

This step enables users to view any parent-child relationships that have been automatically created by the system after setting up planning and reporting periods for a budget. Please follow the same steps mentioned in the section above to add this field to the Reporting Period page layout.

Add the “Download Financials Reports” Quick Action to the Page Layout

1. Go to Object Manager

2. Search for and click on the Reporting Period object (ampi__Reporting_Period__c)

3. Navigate to “Page Layout” and click on the “Reporting Period Layout”

4. Navigate to “Mobile and Lightning Actions”

5. Drag the “Download Financial Report” quick action to the Salesforce Mobile and Lightning Experience Actions section

Add the “Upload Financial Reports” Quick Action to the Page Layout

1. Go to Object Manager

2. Search for and click on the Reporting Period object (ampi__Reporting_Period__c)

3. Navigate to “Page Layout” and click on the “Reporting Period Layout”

4. Navigate to “Mobile and Lightning Actions”

5. Drag the “Upload Financial Report” quick action to the Salesforce Mobile and Lightning Experience Actions section

4. Customize picklists to plan and report for Budgets at custom frequencies (Optional)

Add any custom frequencies to the new picklist fields

This step caters to organizations that require custom reporting frequencies beyond the default options available in Amp Impact. The ampi__xx_Budget_Reporting_Interval__c and the ampi__xx_Budget_Period__c fields come with the following picklist options by default: Monthly, Quarterly, Biannual, Annual, and Life of Project.

Follow the steps below to update the picklist value set to include a custom reporting frequency in this list:

1. Go to Object Manager

2. Search for and click on the Budget Object (ampi__Budget__c)

3. Locate the ampi__xx_Budget_Reporting_Interval__c or the ampi__xx_Budget_Period__c field

4. Scroll down to the “Values” section and click on “New”

5. Add the picklist value in the input box that appears and Save.

Use the File Upload in Submissions

Add the ‘File Upload’ picklist value within the Field Response Type (ampi__Response_Type__c)

In order to enable users to include attachments as part of their Submissions, you can add the ‘File Upload’ picklist value within the Response Type (ampi__Response_Type__c)  field by following the steps mentioned below:

1. Navigate to Salesforce Settings 

2. Click on Object Manager

3. Search for and click on the Question object (ampi__Question__c)

4. Click on the Fields & Relationships tab 

5. Search and click on the “Response Type” field

6. Navigate to the Values section and click on “New”

7. Type “File Upload” in the input text box field. 

8. Select both the Record Type Names → Answer and Question

9. Click on “Save”.