After installation of Amp Impact, the package contains a number of automations that simplify data management for the users. However, if certain automations are unused or do not match your business processes, they can be toggled on or off by following the guidelines below.
Deactivate Triggers using Dynamic Loader
On installation of Amp Impact, a post-install script will run and automatically install and activate all Amp Impact triggers (except for Project Indicator deletion based on Project Thematic Area and Indicator Thematic Area deletion - see next section) as Dynamic Loader custom setting records in the Salesforce org.
Admins can customize (i.e. change the order, deactivate) the triggers by opening and editing each Dynamic Loader custom setting record. As an Admin, you can control which Triggers from the Amp Impact action schema (review this in your Field Map document) you would like to disable.
For example, if your organization does not use Thematic Areas, you could choose to deactivate the Triggers on the following objects: ampi__Thematic_Area__c, ampi__Project_Thematic_Area__c, and ampi__Project_Indicator_Thematic_Area__c.
You can also control if your users should be able to download an Excel file from the SetTargets and AddResults pages through the Dynamic Loader custom setting.
Enabling deletion of Project Indicators added through Required Project Thematic Areas and Indicator Thematic Areas
If your organization wants required project indicators related to Project Thematic Areas to be deleted when the Project Thematic Area record is deleted, then the Dynamic Loader custom setting ‘ProjThematicAreaPISync Delete Service' needs to be enabled. By default, the trigger is disabled.
Note that this deletion happens based on Results associated with Project Indicators. If any project indicator has result records associated with it, this project indicator will be deactivated, not deleted.
Similarly, an Indicator Thematic Area updated to Required will not automatically add associated project indicators by default. The project indicator will be deleted from the project if the Required Indicator Thematic Area is deleted. Enable 'IndicatorThematicAreaPISync Service’ to automatically add associated project indicators to a Project when a Indicator Thematic Area record is updated to Required.