PIMS Post Installation Steps
After installing the Partner Incentives application into your org, you will need to perform these necessary configuration steps in order to fully complete the installation. This is required because not all the components can be added to the PIMS managed package.
Navigate to Setup | Create | Workflow & Approvals | Workflow Rules and create the following 2 workflow rules:
ActiveStatusRule
PendingStatusRule
Copy the Workflow Rule Details as shown in the screenshot below
Under Time-Dependent Workflow Actions, create a Time Trigger: 0 Hours After Valid From
After creating the workflow rule and time trigger, add the first workflow action.
Select an existing workflow action.
Choose Action Type: Email Alert
Move the action Email Alert: Status change notification: Inactive -> Active into the right-hand box
Click Save
Select another existing workflow action.
Choose Action Type: Field Update
Move the action Field Update: ActiveStatus into the right-hand box
Click Save
You have now successfully created the ActiveStatusRule workflow rule, time trigger, and 2 workflow actions
Click the Activate button.
Copy the Workflow Rule Details as shown in the screenshot below
Under Time-Dependent Workflow Actions, create a Time Trigger: 0 Hours After Valid To
After creating the workflow rule and time trigger, add the first workflow action.
Select an existing workflow action.
Choose Action Type: Email Alert
Move the action Email Alert: Status change notification: Active -> Pending Payment into the right-hand box
Click Save
Select another existing workflow action.
Choose Action Type: Field Update
Move the action Field Update: PendingStatus into the right-hand box
Click Save
You have now successfully created the PendingStatusRule workflow rule, time trigger, and 2 workflow actions
Click the Activate button.
Edit the Page Layout Assignment within your org so that those users with the PIMS Administrator or PIMS Standard User profiles can view the PIMS specific fields when viewing the Account Details (Accounts tab).
Navigate to Setup | Customize | Accounts | Page Layouts
Perform the necessary changes so that your after the assignment, your 2 PIMS profiles have the PIMS Account Layout as shown below.
PIMSCalc is a multi-currency calculation engine that needs to be scheduled to run periodically. You can schedule the frequency of this engine based upon your defined business requirements. The example below shows how to schedule PIMSCalc on a daily basis.
Navigate to Setup | Develop | Apex Classes
Click Schedule Apex
Enter Job Name: PIMSCalc
Select Apex Class: ScheduleCalcEngine
Enter the Frequency, Start, End, Preferred Start Time using example below
Click Save
Navigate to Setup | Monitoring | Scheduled Jobs
Confirm the PIMSCalc job has been successfully scheduled
The PIMS Partner User profile is not required as a pre-requisite for installation, but necessary for channel partner self-service capabilities through the PRM (Partner Relationship Management) Portal.
Account Contacts enabled for the PRM Portal will be able to view their Incentives and Scorecards as long as the Account Contact is assigned to the PIMS Partner User profile.
Edit the newly created PIMS Partner Profile
Scoll down to Custom Object Permissions and select the Read checkboxes for the Incentives, Promotional Products, and Scorecards objects.
Click Save
Edit the newly created PIMS Partner Profile
Scoll down to Enabled Visualforce Page Access and add the VF pages PIMS.IncentiveForStatus and PIMS.Incentives to the profile.
Click Save
This section will configure access to an existing partner portal for all the portal users that have the PIMS Partner User profile assigned to them.
The assignment of the PIMS Partner User profile to the actual portal users can be done when you are ready to enable their access and visibility to the PIMS Incentives, Promotional Products, and Scorecard information.
Navigate to Setup | Customize | Partners | Settings
Click the link under the Name column, in this example: Partner Portal
Scroll down to: Assigned Profiles
Click Edit Profiles
Select the Active checkbox for the profile: PIMS Partner User
Click Save
This section will create a new tab in the partner portal to provide partner portal users with a view to the Visualforce pages delivered as a part of the PIMS managed package.
Navigate to Setup | Create | Tabs
Scroll down to the Visualforce Tabs
Click New
Select Visualforce Page: Incentives [PIMS__Incentives]
Enter Tab Label: Channel Incentives
Enter Tab Name: Channel_Incentives
Select a Tab Style (example: Jewel)
Enter Description: Partner View of Scorecard Information and Eligible Incentives
Click Next
Ensure that only the PIMS Partner User profile has the Tab Visibility set to: Default On
Click Next
Select the checkboxes for: Partner Portal and Partner Incentives
Click Save
Congratulations !! you have successfully completed the Post Installation Steps. All that remains is assigning users to their appropriate user profiles.
1. Prerequisites
2. Workflow Rules
Navigate to Setup | Create | Workflow & Approvals | Workflow Rules and create the following 2 workflow rules:
ActiveStatusRule
PendingStatusRuleA) ActiveStatusRule
Copy the Workflow Rule Details as shown in the screenshot below
Under Time-Dependent Workflow Actions, create a Time Trigger: 0 Hours After Valid From
After creating the workflow rule and time trigger, add the first workflow action.
Select an existing workflow action.
Choose Action Type: Email Alert
Move the action Email Alert: Status change notification: Inactive -> Active into the right-hand box
Click Save
Select another existing workflow action.
Choose Action Type: Field Update
Move the action Field Update: ActiveStatus into the right-hand box
Click Save
You have now successfully created the ActiveStatusRule workflow rule, time trigger, and 2 workflow actions
Click the Activate button.B) PendingStatusRule
Copy the Workflow Rule Details as shown in the screenshot below
Under Time-Dependent Workflow Actions, create a Time Trigger: 0 Hours After Valid To
After creating the workflow rule and time trigger, add the first workflow action.
Select an existing workflow action.
Choose Action Type: Email Alert
Move the action Email Alert: Status change notification: Active -> Pending Payment into the right-hand box
Click Save
Select another existing workflow action.
Choose Action Type: Field Update
Move the action Field Update: PendingStatus into the right-hand box
Click Save
You have now successfully created the PendingStatusRule workflow rule, time trigger, and 2 workflow actions
Click the Activate button.3. Page Layout
Edit the Page Layout Assignment within your org so that those users with the PIMS Administrator or PIMS Standard User profiles can view the PIMS specific fields when viewing the Account Details (Accounts tab).
Navigate to Setup | Customize | Accounts | Page Layouts
Perform the necessary changes so that your after the assignment, your 2 PIMS profiles have the PIMS Account Layout as shown below.4. Schedule PIMSCalc
PIMSCalc is a multi-currency calculation engine that needs to be scheduled to run periodically. You can schedule the frequency of this engine based upon your defined business requirements. The example below shows how to schedule PIMSCalc on a daily basis.
Navigate to Setup | Develop | Apex Classes
Click Schedule Apex
Enter Job Name: PIMSCalc
Select Apex Class: ScheduleCalcEngine
Enter the Frequency, Start, End, Preferred Start Time using example below
Click Save
Navigate to Setup | Monitoring | Scheduled Jobs
Confirm the PIMSCalc job has been successfully scheduled5. Partner Portal User Profile: PIMS Partner User
The PIMS Partner User profile is not required as a pre-requisite for installation, but necessary for channel partner self-service capabilities through the PRM (Partner Relationship Management) Portal.
Account Contacts enabled for the PRM Portal will be able to view their Incentives and Scorecards as long as the Account Contact is assigned to the PIMS Partner User profile.
Edit the newly created PIMS Partner Profile
Scoll down to Custom Object Permissions and select the Read checkboxes for the Incentives, Promotional Products, and Scorecards objects.
Click Save
Edit the newly created PIMS Partner Profile
Scoll down to Enabled Visualforce Page Access and add the VF pages PIMS.IncentiveForStatus and PIMS.Incentives to the profile.
Click Save6. Partner Portal Configuration
This section will configure access to an existing partner portal for all the portal users that have the PIMS Partner User profile assigned to them.
The assignment of the PIMS Partner User profile to the actual portal users can be done when you are ready to enable their access and visibility to the PIMS Incentives, Promotional Products, and Scorecard information.
Navigate to Setup | Customize | Partners | Settings
Click the link under the Name column, in this example: Partner Portal
Scroll down to: Assigned Profiles
Click Edit Profiles
Select the Active checkbox for the profile: PIMS Partner User
Click Save7. Add "Channel Incentives" tab to the Partner Portal
This section will create a new tab in the partner portal to provide partner portal users with a view to the Visualforce pages delivered as a part of the PIMS managed package.
Navigate to Setup | Create | Tabs
Scroll down to the Visualforce Tabs
Click New
Select Visualforce Page: Incentives [PIMS__Incentives]
Enter Tab Label: Channel Incentives
Enter Tab Name: Channel_Incentives
Select a Tab Style (example: Jewel)
Enter Description: Partner View of Scorecard Information and Eligible Incentives
Click Next
Ensure that only the PIMS Partner User profile has the Tab Visibility set to: Default On
Click Next
Select the checkboxes for: Partner Portal and Partner Incentives
Click Save
Congratulations !! you have successfully completed the Post Installation Steps. All that remains is assigning users to their appropriate user profiles.