Amp Impact Digital Experiences

This page covers:

Amp Impact in Salesforce Digital Experiences

Salesforce’s Experience Cloud enables organizations to create digital experience sites to provide access to specific sections of Amp Impact for Implementation Partners, Funders, Grantees, and other stakeholders who require periodic access to a subset of data.

The functional areas typically exposed to these external stakeholders include elements of the Project Setup functionality, AddResults pages, and Performance Graphs.

Generally, setting up a digital experience site requires the following steps:

General User, Access & Permissions Set Up & Configuration

Create Permission Set for Digital Experience Users

The first step is to create a permission set for the Digital Experience Users.

1. Navigate to the setup interface.

2. Type “Permission Sets” in Quick Find.

3. Find “Amp Impact Admin” and click “Clone”. Set the following:

   1. Label: Amp Impact Community

   2. API Name: Amp_Impact_Community

4. Click “Assigned Apps”. In the page that loads, click “Edit”.

5. Move ampi.Amp Impact (ampi__Amp_Impact) and ampi.Amp Impact (ampi__Amp_Impact_Lightning) from the “Enabled Apps” list to the “Available Apps” list and click “Save”.

   1. Assigned Apps are not allowed for some Community User licenses.

6. Open “Object Settings” and navigate to the relevant objects to update the permissions.

7. Here is an example of how organizations would typically define access to Amp Impact objects:

Create a Digital Experience Profile

1. Navigate to the setup interface.

2. Type “Profiles” in Quick Find and click the result.

3. Click “New Profile”.

   1. For the Existing User picklist, select “Customer Community Login User”. 

   2. The User License should display “Customer Community Login”.

   3. For the Name field, enter “Amp Impact Community User”.

4. Click “Save”.

5. Click “Edit”.

6. Scroll to Administrative Permissions and make sure the checkbox next to “API Enabled” is selected.

7. Click “Save”.

8. Navigate to Visualforce Page Access. Add “ampi.AddResults” and “ampi.PerformanceGraph” to the Enabled Visualforce Pages list. Click “Save”.

Create a Sharing Set with Read/Write Access for Project Indicator

1. Navigate to the setup interface.

2. Type “Digital Experiences” in Quick Find and click “Settings” under the result.

3. In the Sharing Sets related list, click “New”.

   1. Label: Amp Impact Community User

   2. API Name: Amp_Impact_Community_User

   3. Selected Profiles: Amp Impact Community User

   4. Selected Objects: Project Indicator

4. Click Set Up in the Configure Access table.

   1. Grant access where the User.Contact matches Target Project Indicator.Owner.Contact

   2. Access Level: Read/Write

5. Click Update.

6. Click Save.

Create Digital Experience Users

Once the permissions and profile are in place, you are ready to create users and assign the appropriate permissions to them.

Salesforce has detailed documentation on creating Experience Cloud Site users.

As you create the user(s), ensure that you select the appropriate license,

1. Open a Contact record detail. The Contact record must have a parent Account in order to be able to follow the next steps listed below.

2. Enable the Contact as a Customer user by:

   1. (Classic) Click “Manage External User” at the top of the record. Select “Enable Customer User” from the dropdown.

   2. (Lightning) Click “Enable Customer User” button.

3. In the User record page, select User License as “Customer Community Login” and Profile as “Amp Impact Community User” (or the Profile created in the earlier section on “Create Digital Experience Profiles”).

   Open

   

4. Click “Save”. 

5. Scroll down the User record page to the first related list (Permission Set Assignments). Click “Edit Assignments”.

   Open

   

6. Add “Amp Impact Community” and “Submission Response” in the multi-select picklist. Click “Save”.

Add Members to the Digital Experience

This step can be completed once the Experience Site is set up and ready to be tested.

1. In “Administration”, click “Members”. Add the “Amp Impact Community Profile” to the multi-select picklist. Click “Save”.

2. Click the icon in the top left corner to bring down the sidebar. Click “Settings”, and click “Activate Digital Experience”.

Set Up Lightning Digital Experience

The following steps will guide you in setting up a Lightning Digital Experience with Projects (as indicated in the "Set Up Projects" section below) and Submissions (as indicated in the "Set Up Submissions" section below). Depending on your specific use case, certain steps can be omitted or adjusted accordingly.

Enable Digital Experiences

1. Open the setup interface.

2. If Digital Experiences are not yet enabled, enable Digital Experience.

   1. Type “Digital Experiences” in Quick Find and then select “All Sites”.

   2. Select “Enable Digital Experiences”.

3. Click the “New” Digital Experience button.

Set Up CSP Trusted Site Record

Experience Builder sites utilize Content Security Policy (CSP) to enhance security by safeguarding against malicious resources and component vulnerabilities. To enable users to export media for the ampi__Project_Indicator__c object through the Performance Graph page in communities, please follow these steps to add the following CSP trusted site record:

1. Go to “CSP Trusted Sites” in the setup interface.

2. Click on the "New Trusted Site" button.

3. Provide the following information:

   1. Set the "Trusted Site Name" as "Highcharts."

   2. Set the "Trusted Site URL" value as https://export.highcharts.com.

   3. Enter a brief "Description" such as "Enables media export of Project Indicators within the Performance Graph tab in communities."

   4. Ensure the "Active" checkbox is selected.

4. In the CSP Directives section, check the box for "Allow site for frame-src" option.

By following these steps, you will establish the necessary CSP trusted site configuration to facilitate media export for Project Indicators through the Performance Graph tab in Experience Sites.

In Lightning Bolt Page:

1. Select “Customer Service”.

2. Click “Get Started”.

3. Name your community and (optional) set a URL. Click “Create”. You will be taken to the Digital Experience Workspace.

Experience Builder

Salesforce has comprehensive documentation on their Experience Builder. Below, we share some guidelines on how to set up specific Amp Impact features in the Experience Builder.

Set Up Amp Impact Projects

1. Select “Builder”. You will be taken to the interactive builder.

2. Click on the Navigation Menu. A popup will appear on the top right.

3. Click on the “Navigation Menu” button and another popup will appear.

4. Click “+ Add Menu Item” button. 

5. Name Menu Item as “Projects”, select Type as “Salesforce Object”, and select Object Type as “Project”. You can leave the Default List View at “Default”. Click “Save Menu”.

6. Create a Project record page in the Experience Builder. 

   1. Click the dropdown in the top left corner. A picklist will appear.

   2. Scroll to the bottom of the Picklist and click the “+ New Page” button. A pop-up will appear.

   3. Select “Object Pages”.

   4. Find and select “Project” in the list of Objects.

   5. Click “Create”. You will be navigated to the new Project Detail Page template.

7. Click into the Tab component. Click “Add” and customize the labels of the Visualforce pages or Lightning Web Components you want to make available in the digital experience.

8. Click into a tab (e.g. Add Results). From the Components menu on the left, drag the relevant Lightning Component (i.e. Visualforce Page for AddResults or the custom ActivityChart Lightning Component for Activity Tracking) into the tab’s space. 

9. If a Visualforce Page was added in the previous step, a popup will appear in the top right. In the popup, select the Visualforce page to display in the tab. Customize as needed the Height (in pixels) field. Leave Record ID at the default value.

10. Repeat Steps 7-9 for each Visualforce page that needs to be made available to digital experience users.

11. To add the custom manageIndicators Lightning Web Component, the Record ID property must be manually set. Input {!recordId} into the text field under Record ID so that the component will render properly.

    1. Note this value is case-sensitive and must be entered exactly as shown below.

12. Click “Publish”.

Set Up Amp Impact Submissions

1. Click on the Navigation Menu. A popup will appear on the top right.

2. Click “Navigation Menu” button. Another popup will appear.

3. Click “+ Add Menu Item” button. 

4. Name Menu Item as “Submissions”, select Type as “Salesforce Object”, and select Object Type as “Submission”. You can leave the Default List View at “Default”. Click “Save Menu”.

5. Create a Submission record page in the Digital Experience Builder. 

   1. Click the dropdown in the top left corner. A picklist will appear.

   2. Scroll to the bottom of the Picklist and click the “+ New Page” button. A pop-up will appear.

   3. Select “Object Pages”.

   4. Find and select “Submission” in the list of Objects.

   5. Click “Create”. You will be navigated to the new Submission Detail Page template.

6. Add the SubmissionResponseForm component to the Submission Detail Page.

   1. Expand the Lightning Components Menu on the left side of the builder.

   2. Find the SubmissionResponseForm component in the Custom Components section of the list.

   3. Drag and drop the SubmissionResponseForm below the Record Detail component.

7. Click “Publish”.

Set Up Multi-Language Capability - Optional

This step is intended for users and systems that utilize the multi-language capability of Amp Impact. To ensure that Lightning Web Components are compatible with non-English user locales, it is necessary to enable Languages within the Digital Experience. This enables multi-language support and ensures compatibility for users with non-English user locales.

1. Click on the Gear icon to access Settings from Community Builder.

2. Under Settings, click “Languages”.

3. Click “Add Languages”.

4. Select language(s) from the available languages list and add it to the community languages list.