Have more questions? Submit a request

Salesforce Administrators

Cheryl Wetherington -

Article: Viewpath Projects instructions for Salesforce Admins

Help for Salesforce Administrators 

Troubleshooting

  • I try to activate my Viewpath inside my organization, but I see the message “Sorry, you must be an administrator to activate this installation.”
  • My users can’t see the Viewpath Projects tab.
  • Creating a project from template doesn't carry over any template tasks or resources

Best Practices

  • Sandbox Installations

Troubleshooting


I try to activate my Viewpath inside my organization, but I see the message “Sorry, you must be an administrator to activate this installation.”

The profile for the user activating the installation needs to have the “Modify all data” permission. Once this is set, your user will be able to activate the installation.

My users can’t see the Viewpath Projects tab.

Make sure that the Viewpath managed package is deployed. If the package is deployed, check the user’s profile and confirm the Viewpath Project tab isn't set to “Hidden.”

  1. Navigate to Setup → Manage Users → Profiles
  2. Find the profile for the user having trouble viewing the projects tab. If the ‘custom’ box is checked, skip to the next step. If not, create a new profile based on the user’s current profile:
    1. Click “New”
    2. Select the user’s current profile from the list
    3. Enter a name for the new custom profile
  3. Edit the custom profile to have Read, Create, Edit, and Delete privileges for the “Viewpath Projects” custom object.
  4. Finally, navigate to Setup → Manage Users → Users and switch the user’s profile to the new profile.

The users should now be able to see and use the Viewpath Projects tab.

Creating a project from template doesn't carry over any template tasks or resources

If you're trying to create a project from a template and none of the tasks or resources are being carried over from the template, make sure you're using a start date for your project. If no start date field is available, add the field StartDate__c to your default Viewpath Projects layout.

  1. Navigate to Setup → Create → Objects
  2. Select "Viewpath Project"
  3. Navigate to the "Page Layouts" and edit "Project Layout"
  4. Drag the field "Start" to the information block, then save the layout

You should have have a "Start Date" field in your create project page. Your projects will now show tasks and resources from the selected template.

Best practices

Here are a few practices to make testing from a sandbox simple:
  • When adding resources to your test projects, note the Sandbox org typically adds a suffix to the sandbox user’s email address. The easiest way to add sandbox resources to a project is through the “Add Salesforce Team Member” on your projects Resources tab.
  • Only add the resources you need to test the sandbox project; adding more resources than you need will make it more time-consuming to transfer to production if necessary.

If you need to transition your project into a production org, follow these steps:

  1. Inside your sandbox, open your project, launch Viewpath, and add your production email as a resource with access level of “Owner”.
  2. In your production org, create a new project using the ‘Connect to existing’ mode.
  3. Add production resources via the “Add Salesforce Team Member”
  4. (Optional) Remove the sandbox resources from the project. They’ll be easy to identify, as their emails have a sandbox-specific suffix.
Accessing a Viewpath Project from Multiple Objects

Please refer to the article on creating a Many-to-Many relationship on objects.
Have more questions? Submit a request

Comments 0

VIEWPATH

We have a passion for Customer Success - let us know if you have ideas!