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Account Alignment Planning Tool (AAPT)™ Installation & Configuration Guide

Account Alignment Planning Tool (AAPT)™ Installation & Configuration Guide

 

Installation

  1. Log in to the Salesforce org you want to install in
  2. Uninstall any existing AAPT  Beta packages:
    • From Setup|Deploy|Installed Packages
    • Click “Uninstall” to the left of the Beta package name that you are about to replace
    • Save backup data is optional.
  3. Paste the Install URL into your browser by using one of the following installation links:
  4. Proceed through the Installation process and click “Continue”.  You will see the following Installed Package message:
  5. In the event of name conflicts, select “Automatically attempt to rename confliting components in installing package”
  6. Approve API Access (click “Next”)
  7. Next you should the appropriate security settings.  Normally you should select “Grant Access to All Users”.  
  8. Install Package – Click “Install”

 

Configuration

  1. From the installed packages list, select AAPT
  2. We strongly suggest that you ensure that the AAPT-related tabs be placed in the following order so they follow the logical workflow within AAPT:
    • Account Profiles
    • Buyer Relationships
    • Opportunity Identifications
    • Account Success Metrics.
  3. Ensure that the Adventace AAPT report folders are shared with the users that should have access
  4. AAPT contains two buttons that provide reports that are accessed through their URL’s. Those reports must be accessed to see the URL’s of the newly created report gets, then those ID’s need to be inserted into the button code. 
    • Buyer Relationship Report
      1. Select the Reports tab|Buyer Relationship Report (you may have to select the report from the folder “Adventace AAPT Reports for Links (Installed Package: Adventace Account Planning Tool)
      2. Copy the 15 character string at the end of the URL
      3. Select Setup|Create|Objects|Buyer Relationship object
      4. In the Buttons, Links, and Actions section, select the “Buyer Relationship Report Template” or “Buyer Relationship Report”, depending on the version of AAPT you installed.  You are going to create a duplicate so note the selections in the fields.
      5. Return to the Buttons, Links, and Actions section of the object, and select New Button or Link
      6. Fill in the fields, and in the “Button or Link URL” field, paste the following character string: /<ENTER BUYER RELATIONSHIP REPORT URL HERE>?pv0={!ADVAAPT__TACE_Buyer_Relationship__c.Id}
      7. Replace <ENTER BUYER RELATIONSHIP REPORT URL HERE> with the 15 character string from step 2 above
      8. Select Save
      9. Select Edit in the Page Layout for Buyer Relationships
      10. Delete “Buyer Relationship Report” or “Buyer Relationship Report Template” from the Reports and Links section
      11. Select Custom Links from the upper left corner, and drag Buyer Relationship into the Reports and Links section
      12. Select Save. 
    • Point Score Report
      1. Select the Reports tab|Point Score Report (you may have to select the report from the folder “Adventace AAPT Reports for Links (Installed Package: Adventace Account Planning Tool)
      2. Copy the 15 character string at the end of the URL
      3. Select Setup|Create|Objects|Opportunity Identification
      4. In the Buttons, Links, and Actions section, select the “Point Score Report Template” or “Point Score Report”, depending on the version of AAPT you installed.  You are going to create a duplicate so note the selections in the fields.
      5. Return to the Buttons, Links, and Actions section of the object, and select New Button or Link
      6. Fill in the fields, and in the “Button or Link URL” field, paste the following character string: /<ENTER POINT SCORE REPORT ID HERE>?pv0={!ADVAAPT__TACE_Opportunity_Score__c.Id}
      7. Replace <ENTER BUYER RELATIONSHIP REPORT URL HERE> with the 15 character string from step 2 above
      8. Select Save
      9. Select Edit in the Page Layout for Opportunity Identifications
      10. Delete “Point Score Report” or “Point Score Report Template” from the Reports and Links section
      11. Select Custom Links from the upper left corner, and drag Point Score Report into the Reports and Links section
      12. Select Save.