SDG Plugin

This page covers:

What is the SDG Plugin?

Organizations often need to track how their initiatives are working toward addressing the Sustainable Development Goals (SDGs) and track progress using the SDG Indicator & Monitoring Framework. The SDG Plugin can be installed with Amp Impact and allows organizations to:

• Associate a Project with one or more of the Sustainable Development Goals;

• Add the Sustainable Development Goal reference data to Catalog Indicators and Objectives within Amp Impact;

• Track the progress of a Project toward meeting the SDG Targets.

SDG Plugin Demo Video

SDG Plugin Installation & Set Up

Once Amp Impact (v1.25.2 or later) is installed, you can install the SDG Plugin to start tracking SDG initiatives:

Configuration

Refer to the field map for full configuration details.

The SDG Indicator & Monitoring Framework adds the following fields:

The following are also added when the plugin is installed:

1. List View “Projects with SDGs” on Project__c

2. List View “Indicators with SDG” on ampi__Indicator__c

3. List View “Objectives with SDG” on ampi__Catalog_Objective__c

4. Custom report type: SDG Indicators with Project Indicators with Result 

Add New Fields to Page Layouts & Compact Layouts

Once the plugin is installed, new SDG-specific fields will need to be added to the page (or compact) layouts of ampi__Project__c, ampi__Objective__c, ampi__Indicator__c, and ampi__Project_Indicator__c objects. Many organizations find it helpful to add the SDG icon fields to the compact layout of the object detail page (to display the relevant icons right at the top of the record) while the other fields can be added to the page layout. 

Here are some options for adding fields to the relevant layouts:

Add the SDG Icons to the Highlights Panel of the Record Page

1. From the “Compact Layouts” on the relevant object (“Project” object in this case), select “Project Highlights”.

   

2. Select and add the “Related SDG(s)” field to the “Selected Fields” list and define the field’s position.

   

Add SDG fields to the Page Layout

1. From the “Page Layouts” section, navigate to the relevant page layout.

   

2. Select and add the remaining new SDG fields (fields other than the “Related SDG(s)” field) to the layout.

   

Following these steps, you can add the new fields to the relevant page and compact layout for ampi__Objective__c, ampi__Indicator__c, and ampi__Project_Indicator__c objects.

Grant Users Access to SDG Fields

Access to the SDG fields configured on the Project, Objective, Project Indicator, and Indicator objects can be provided through the “SDG Full Access” permission set. 

You can assign the permission set to a single user or to multiple users based on your organization’s requirements. To further customize the kind of access to SDG fields, you can choose to clone the “SDG Full Access” permission set to create a new permission set and modify field permissions. 

Grant SDG Icon Fields Access to Digital Experience Users

Due to a Salesforce limitation, formulas must be configured differently to display images on native Salesforce and Digital Experience sites. Therefore, two icon fields have been configured to display SDG icons on both native Salesforce and the experiences interface.

Both of these fields can be added to the page layouts and field sets where you want icons to appear, and their visibility can be controlled by permission sets for native and Experience users. 

👷 Admin Note: If your Amp Impact version is older than 1.27 (Fornax), all fields added to their fieldsets will appear on the Visualforce and Lightning Web Component pages for Manage Indicators and Manage Log Frames, regardless of permissions. For example, an unchecked xx_SDG_Icons_Experience__c field in the permission set will display as a broken image on the native interface as shown below:

Listed below are fields have been configured with the formula to display SDG Icons on Salesforce Digital Experience sites:

The permission set “SDG Full Access” does not include access to these fields out of the box. 

To allow Experience users access to these icon fields,  it is recommended to clone the “SDG Full Access” permission set to create a new permission set for Experience users and modify field permissions.

On the new permission set: 

1. Find the Indicators, Project Indicators, Objectives, and Project objects on the ‘Object Settings’ window to edit their permissions

2. Grant access to the unchecked Related SDG field (marked as 1) and revoke access from the checked Related SDG field (marked as 2) by clicking into the checkbox. Carry out this step for the ampi__Indicator__c & ampi__Catalog_Objective__c objects.

   

3. Grant access to the unchecked Related SDG(s) field (marked as 1) and revoke access from the checked Related SDG(s) field (marked as 2) by clicking into the checkbox. Carry out this step for the ampi__Project__c object.

   

4. Grant access to the unchecked Related SDG field (marked as 1) and revoke access from the checked Related SDG field (marked as 2) by clicking into the checkbox. Carry out this step for the ampi__Project_Indicator__c object.

   

5. Edit any other permissions as per your organization’s use case and save the settings.

Setup Automation To Copy Field Values From Catalog Indicators To Project Indicators

Activate New Process ‘Copy Indicator Field Values Onto Project Indicator With SDG Fields’

Within the SDG plugin, a new process ‘Copy Indicator Field Values Onto Project Indicator With SDG Fields’ is configured in such a way that when a Project Indicator is created as child to a Catalog Indicator, the value of the field ‘SDG Indicator Definition’ on the ampi__Project_Indicator__c object is copied from the value of the field ‘SDG Indicator Definition’ on the ampi__Indicator__c object. This process is an enhanced version of another process ‘Copy Indicator Field Values Onto Project Indicator’ that already exists in Amp Impact. 

If you were using the process ‘Copy Indicator Field Values Onto Project Indicator’ without making any customizations, then you can activate the new ‘Copy Indicator Field Values Onto Project Indicator With SDG Fields’ process by following the steps mentioned in this article. Kindly note that you would have to deactivate the process ‘Copy Indicator Field Values Onto Project Indicator’ before activating the new process. 

Depending on the current version of Amp Impact that is installed into the environment, the active process ‘Copy Indicator Field Values Onto Project Indicator With SDG Fields’ would have to be modified in the following ways:

Please find below relevant screenshots for the changes mentioned in the table above:

Update Existing Process 

If you are using a process that was customized after cloning the default Amp Impact process ‘Copy Indicator Field Values Onto Project Indicator’ then it is recommended to edit this process instead of activating the new process. Additionally, if you are on Amp Impact version 1.28 or higher, you can clone the existing process ‘Copy Indicator Field Values Onto Project Indicator’ and make the edit. In both cases, the process can be updated with the section highlighted in the screenshot below. This line item ensures that the value of the ‘SDG Indicator Definition’ field on the ampi__Indicator__c object is copied to the ‘SDG Indicator Definition’ field on the ampi__Project_Indicator__c object.

Upload SDG Objectives and Indicators

1. Download the SDG catalog excel file.

2. Customize the tab “ampi__Catalog_Objective__c” within the SDG catalog as needed. The default values for the fields “Level”, “Parent Objective”, and “Related Objective” are kept blank for all the SDG Objectives. The default value of the “Include in Catalog?” is kept as TRUE for all the SDG objectives. 

1. Customize the tab “ampi__Indicator__c” within the SDG catalog as needed. Default values for certain fields are listed below:

   1. Indicator Library: The default value is kept as SDG for all the SDG indicators.

   2. Data Type: The value is based on the type of Indicator.

   3. Geographical Disaggregation: The default value is kept as blank for all the SDG indicators. Set the Geographic Disaggregation based on locations for which your organization tracks target and result data.

   4. Reporting Currency: The default value is blank for all the SDG indicators. You may use the dropdown menu provided to add the currency codes relevant to your organization's use case to the related indicators. 

   5. Reporting Frequency: The default value is kept as blank for all the SDG indicators. Set the Reporting Frequency level for the indicators based on how frequently your organization tracks target and result data.

   6. Units: The default value is kept as blank for all the SDG indicators and can be customized based on your organization's requirement.

   7. Include in Catalog?: The default value is kept as TRUE for all the SDG indicators.

   8. Cross-Disaggregation by Sex: The default value is kept based on the SDG indicator

1. Upload SDG Objectives and Indicators by following the instructions provided on the sheet “Instructions” on the SDG catalog

Add the ‘SDG Indicator Definition’ Fields To Relevant Field Sets

Due to the ‘Indicator Definition’ field on the ampi__Project_Indicator__c having a limit of 255 characters and the definitions of 7 SDG Indicators extending beyond 255 characters, we have configured a new field called ‘SDG Indicator Definition’ on the ampi__Project_Indicator__c object.

The ‘Indicator Definition’ values of those SDG indicators that have length greater than 255 characters will be truncated to 255 characters and displayed with an ellipsis on the SetTargets and AddResults VF components.

The following SDG indicators are displayed with an ellipses:

However, it is possible to add the field ‘SDG Indicator Definition to the info popover that appears next to every Project Indicator on the SetTargets and AddResults VF components. This would enable the users to view the full definition of these indicators. The following steps can be followed to achieve this:

1. Navigate to the “Field Sets” tab on the relevant object (“Project” object in this example).

   

2. Click on the relevant field set (Set Targets Info Popover for the SetTargets VF component and Add Results Info Popover for the AddResults VF component)

   

3. Add the SDG Indicator Definition field to the ‘In the Field Set’ section

   

After you execute the above steps, you should be able to see the entire Indicator Definition by hovering over the icon in the Set Targets and Add Results page.