SuccessPro Custom Objects in Salesforce



SuccessPro Custom Objects Overview

SuccessPro currently supports three custom objects – An “Assessment” object and two child objects, “Assessment Answers” and “Assessment Results”. These objects correspond to native objects in the SuccessPro application that are used to store information about a user’s assessment or assessments.


Assessment Object

  • Assessment Object (ActiFi_Assessment__c): This object represents an instance of a SuccessPro User (and Salesforce Contact) Assessment. This object is the parent object of the other two Assessment objects and contains the following fields.
Title
Title
ActiFi Assessment Id
Number(18, 0), External ID, Unique
Assessment Name
Text(255)
Status
Picklist: Created, Not Started, In Progress, Complete
Percent Complete
Percent(18,0)
CreatedOn Date
Date
CompletedOn Date
Date
SalesforceId
Auto Number
Account
Master-Detail(Account)
Contact
Lookup(Contact)
ActiFi UserId
Text(55)

Assessment Answer Object

  • Assessment Answer Object (ActiFi_Assessment_Answer__c): This object represents an instance of a SuccessPro Assessment Answer. This object is a child object of ActiFi_Assessment__c. One Assessment can have many Assessment Answers. The Answer object contains the following fields:
Title
Title
ActiFi Assessment AnswerId
Text(255), External ID, Unique Case Sensitive
Assessment Name
Text(255)
Step Name
Text(255)
Prompt
Long Text Area(32768)
Question
Long Text Area(32768)
Question Key
Text(255)
Answer
Long Text Area(32768)
Answer Key
Text(255)
SalesforceId
Auto Number
Account
Master-Detail(Account)
Contact
Lookup(Contact)
ActiFi UserId
Text(55)
ActiFi AssessmentId
Number(18, 0)
Assessment
Lookup(Assessment)

Assessment Result Object

  • ActiFi_Assessment_Result__c: This object represents an instance of a SuccessPro Assessment Result. This object is a child object of ActiFi_Assessment__c. One Assessment can have many Assessment Results. The Result object contains the following fields:
Title
Title
ActiFi Assessment ResultId
Number(18, 0), External ID, Unique
Assessment Name
Text(255)
Result Name
Text(255)
Score
Number(18, 0)
Available Score
Number(18, 0)
Suitability Percent
Percent(16, 2)
SalesforceId
Auto Number
Account
Master-Detail(Account)
Contact
Lookup(Contact)
ActiFi UserId
Text(55)
ActiFi AssessmentId
Number(18, 0)
Assessment
Lookup(Assessment)

Custom Object Installation Package

The custom object installation package includes:
  • Two Flow Definitions (ActiFi Assessment Answer Updater and ActiFi Assessment Result Updater)

These are used to maintain the relationship between the child objects and the parent.

At a high level, the flows are triggered when:
  • Assessment Answer or Assessment Result objects are created or updated in Salesforce

The flow finds the associated parent Assessment object by the ActiFi_AssessmentId__c field, then establishes the Assessment__c Lookup using the Salesforce Id.

Installation:

The Assessment Objects and Flows are installed in sandbox or production orgs via an unmanaged package. Your contact at ActiFi will supply you with an Installation URL.
  • Click on the Installation URL to begin the installation process. Note, if installing into a sandbox environment, change the URL subdomain from “login” to “test”.

Example:
  • Production: https://login.salesforce.com/packaging/installPackage.apexp?p0=04...
  • Sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=04...

Installation Instructions

  • On the installation screen: select the permissions option that works best for your org, then click “Install”.
  • After installation: click “Done” to pass through to the Installed Packages Setup view and verify that the new package is now listed.

Configuring SuccessPro Custom Object

Typically, the SuccessPro Custom Object(s) appear on a Contact or Account layout (or both). In the following steps, we will be adding the Assessment Object to the Account layout. Configuration on the Contact is very similar.
  • Navigate to Setup -> Object Manager -> Account -> Page Layouts and select the appropriate Layout to edit. Select “Related Lists” from the menu at the left, then locate “Assessments” from the grid at the right and drag it down into the active related lists.

Configuring Assessments Related Lists

  • Click the wrench icon on the Assessments Related Lists
  • Configure the displayed fields to the following values
  • Click “OK” on the model and “Save” on the Page Layout

Fields to display:
  • SalesforceId
  • Assessment Name
  • Contact
  • CompletedOn Date

Customizing Account Layout

  • Navigate to an Account record that utilizes the layout edited in Step 1.
  • Click the gear icon at the upper right, then “Edit Page”.
  • Identify where on the layout to display the Assessment list.
  • Drag a “Related List – Single” Component from the left menu onto the layout.
  • Set the “Related List” dropdown at the right to “Assessments”.

Note: If your organization uses the SuccessPro Connected App, place the Assessment object directly below the app on the “SuccessPro” tab.