FAQ’s Axy OKR

FAQ’s Axy OKR2019-08-10T07:45:18+00:00
WHAT IS OKR?2019-08-28T16:53:38+00:00

The definition of OKR is Objectives and Key Results. It is a collaborative metology used by organizations, to focus and align their teams and individuals to reach for their most ambitious goals with measurable results.

WHAT IS A PERIOD?2019-08-28T16:53:32+00:00

A timeline to guide your OKR process with your organization, team, and individual contributors. Use it to start planning your goal period.

WHAT ADOPTION BEST PRACTICES ARE RECOMMENDED?2019-08-28T16:53:24+00:00

Objectives

  • Simply WHAT you want to achieve.
  • Important, concrete and action oriented.
  • Between 3-5 Objectives by employee.

Key Results

  • They benchmark and monitor HOW we get to the objective.
  • KR should be concise, specific, and measurable.
  • KRs typically include hard numbers.
  • Between 1-3 Key Results by employee.
WHAT HAPPEN WITH EMPLOYEES THAT ARE NOT USING SALESFORCE NOW?2019-08-28T16:53:16+00:00

It is required a Salesforce license with access to the Axy OKR package for every employee that want to use the application features.

INSTALLATION OF AXY OKR2020-01-16T08:05:26+00:00

HOW DO I INSTALL AXY OKR?

To start with the App installation, you only need to go to our app on Appexchange: Get it now!

  • To install Axy OKR you need Download AppExchange Packages permission on your profile for your Production environment
  • You have to log into Appexchange in order to install Axy OKR. Click on Get it now and follow the instructions.

In some cases the Axy OKR installation could fail because the installation user doesn’t have the ‘Change Dashboard Color’ permission. If this is your case, please follow these steps:

    1. Create a new permission set.
    2. Find the ‘Change Dashboard Color’ permission and select it.
    3. Assign the new permission to the installation user.
    4. Try to install again the app.
WHAT SALESFORCE EDITIONS ARE SUPPORTED BY AXY OKR?2019-08-28T16:55:25+00:00

Axy OKR is supported in:

  • Professional
  • Enterprise
  • Unlimited
  • Performance
ASSIGN AXY OKR LICENSES2020-01-16T08:05:18+00:00

How can I assign app licenses to users?

Once you have installed Axy OKR for your production org, it is time to assign the Axy OKR licenses to the users. You decide who will have access to the app so you will get a license for each of them.

  1. Go to Setup
  2. Find for Installed Packages
  3. Click on Axy OKR Management
  4. Click on Manage Licences
  5. Click Add Users
  6. Select all the users you want to assign to the package (After selecting the user, Salesforce automatically moves it to the Selected Users list).
  7. Click Add.

Salesforce will show you the list of the users with an active license.

To assign a license to an specific user, you can follow these steps:

  1. From Setup, enter Users in the Quick Find box, then go to Users
  2. Select any User you want ro assign a license.
  3. Scroll down and go to Managed Packages list. Click Assign Licenses.
  4. Salesforce automatically shows the Unassigned Packages list
  5. Select Axy OKR Management and click Add

If you want to remove a License:

  1. From Setup, enter Users in the Quick Find box, then go to Users
  2. Select any User you want to remove a license.
  3. Scroll down and go to Managed Packages list.
  4. Click on Remove button
CAN I INSTALL AXY OKR IN A SANDBOX?2019-08-28T16:55:36+00:00

Axy OKR is available for Sandbox installation

  • Yes, Axy OKR can be installed in any Salesforce org or environment.
  • To install Axy OKR you need Download AppExchange Packages permission on both your profile for your Production environment and for your Sandbox environment.
  • You have to login to your Production org. When you enter in Appexchange to install AXY OKR and click the Get it now button you will be prompted with the following screen. Then, you can select to install it in your sandbox.
UNINSTALLING AXY OKR2019-08-28T16:54:14+00:00

HOW DO I UNINSTALL AXY OKR?

If you want to uninstall Axy OKR, you have to previously do some actions:

  • Delete Axy OKR Permission Sets from assigned Users
  • Deactivate Process Builder and Flows involved in the package
  1. Process: Go to Setup > Find Process Builder > Deactivate Axy OKR Objective and Axy OKR Period
  2. Flows: Go to Setup > Find Flows > Deactivate Quick KR Creation flow.

Then, you can uninstall Axy OKR :

  • Enter the general Setup in your org and go to Apps > Installed Packages.
  • You will see Axy OKR as one of the packages. Uninstall it as any other Installed Package in your org.

Uninstalling Axy OKR will not delete or change any fields or data you have validated previously with it

DOES IT WORK WITH SALESFORCE CLASSIC?2019-08-28T16:53:47+00:00

DOES AXY OKR WORK WITH SALESFORCE CLASSIC?

Classic salesforce interface is in our roadmap. Please ask our team the estimated release date.

AXY OKR GUIDE2019-08-28T16:53:56+00:00

HOW CAN I CONFIGURE AND USE THE APPLICATION?

Please, visit our Axy OKR User Guide.

ERROR: USER DOESN’T HAVE PERMISSION (changeDashboardColors) TO CREATE DASHBOARDS WITH COLORS2019-08-28T16:22:19+00:00

Why am I getting the dashboard color permission error ?

In some cases the Axy OKR installation could fail because the installation user doesn’t have the ‘Change Dashboard Color’ permission. If this is your case, please follow these steps:

    1. Create a new permission set.
    2. Find the ‘Change Dashboard Color’ permission and select it.
    3. Assign the new permission to the installation user.
    4. Try to install again the app.
POST INSTALL CONFIGURATION2019-08-28T16:53:08+00:00

WHAT SHOULD I CONFIGURE AFTER INSTALL THE APPLICATION?

  1. Set up the application in the Setup page.
  2. Assign permission sets to users taking into account the permissions you want to give them (please read our permission set explanation).
PERMISSION SETS2020-01-16T08:21:12+00:00

How are permissions managed by the application?

In Axy OKR you have three Permission Sets to assign to users with different functions and permissions:

  • Axy OKR – User. Every user that will have standard access to the app including every app object, mainly Objectives and Key Results.
  • Axy OKR – C-Level User. This permission is designed for C-Level people, Directors, Managers… the members with responsibility for managing the organization. These users will have the same access as an Axy OKR – User but with Full Access to Company Goal records including View All and Modify All permissions.
  • Axy OKR – Admin User. With this permission set, the assigned user will have the same access as an Axy OKR – User, with the ability to access and set up the app in the Setup tab.

To assign them, follow the next steps for each of the three Axy OKR permission sets:

  1. Go to Setup
  2. Find for Permission Sets
  3. Click on any of the Axy OKR permission sets and then Manage Assignments
  4. Click on Add Asignments
  5. You will access the list of users in your Salesforce org. Check the boxes of the users you want to assign that permission set and click Assign
SHARING COMPANY GOALS AND OBJECTIVES MANUALLY IN LIGHTNING2019-08-28T16:54:04+00:00

HOW CAN I SHARE RECORDS MANUALLY IN LIGHTNING EXPERIENCE?

While manually sharing is available in Lightning Experience, we recommend to install this Salesforce Lab application

Once the app is installed, follow these steps to make sharing available for Company Goals and Objectives:

  1. Create the Action: Go to Setup > Object Manager > Find Company Goal object > Buttons, Links and Actions > New Action:
    • Action Type: Lightning Component
    • Lightning Component: LightningSharingAction
    • Label and Name: Select the ones that works for you.
  2. Include the Action in the Page Layout: Go to Setup > Object Manager > Find Company Goal object > Page Layouts > Company Goal Layout > Select Mobile & Lightning Actions > Find your new Action > Drag & Drop to Salesforce Mobile and Lightning Experience Actions Section.

* Follow the same instructions for Objective sharing button.

HOW AXY OKR WILL AUTOMATICALLY UPDATE MY KEY RESULTS?2019-08-28T16:52:46+00:00

Based on the results of a Salesforce report. If you have access to the information in Salesforce, you can automate your results.

IS AXY OKR CONSIDERING RECORD VISIBILITY?2019-08-28T16:51:16+00:00

Yes! Axy OKR tool respect Salesforce record visibility using reports.

WHAT IS AN AGGREGATE RESULT FIELD?2019-08-28T16:50:53+00:00

In a Salesforce report, you can summarize fields. When you want to know sum, average, highest, or lowest value of a numeric column (like Amount, Age, or Probability), summarize the column. Axy OKR takes into account grand total for its calculations.

WHAT TYPES OF REPORTS ARE SUPPORTED?2019-08-28T16:50:34+00:00

You can use every type of reports that have at least a grand total field. For tabular records, you can use record count if it is included in the report. For summary and matrix reports you can use record count if included and every summarized field.

AUTOMATIC KEY RESULT TRACKING2019-08-28T16:50:13+00:00

What type of Key Results could I Track?

Every types that are measurable. With Axy OKR tool, you can also automate results with Salesforce reports.

FORECAST AND DASHBOARDS2019-08-28T16:49:46+00:00

How the Achievement Forecast is calculated?

The achievent forecast for an objective is calculated taking into account two variables: objective progress and objective time progress. With this two variables, we can give an approximation of achievent for the objective.

WHAT INTEGRATIONS IS THE APP SUPPORTING FOR KEY RESULT TRACKING?2019-08-28T16:49:23+00:00

Support every integration you have if it can be reflected in a Salesforce report.

ERROR TRANSFERRING AN OBJECTIVE2019-08-28T16:48:28+00:00

Why I am getting a Read error permission while transferring an objective?

It you try to transfer and get the error ‘Before you can transfer this record, the new owner needs Read permission on it and related records’, it is caused because the new owner doesn’t have access to the application. Please, read how to assing licenses in the Installation section.

SHARING REPORTS & DASHBOARDS FOLDERS2020-01-09T19:22:15+00:00

When you install Axy OKR, the application contains several reports and dashboards that should be shared manually with other users, you must follow these instructions:

  1. On the Reports or Dashboards page, find the report (Axy OKR Reports) or dashboard (Axy OKR Dashboards) folder you want to share and select the Share row level action. (If you have customized columns on the page, you might have to scroll to the right to see the row-level action arrow More Actions.) Alternatively, navigate to the report or dashboard folder, click Folder Actions Menu next to the New Folder button, and select Share.
  2. From the Share With dropdown, select who you want to share with.
    Drag from list view
  3. For Name, enter the name you want to match. The name must match the category (such as user, group, or role). For example, if you select User as the category, specify the name of a user.
  4. Select the folder access level for the user, role, group, or territory.
    Drag from list view
  5. Click Share. The sharing setting is applied to the Who Can Access list. Continue to add entries as needed. You can share with users, groups, roles, territories, or a combination. If a user is identified in more than one entity, the greatest permission is granted. For example, a group is added with view only, but a user in the group is also added with edit or manage permissions. In this case, the edit or manage permissions apply to that user. To delete a Who Can Access entry, click X to the right of the entry. To modify access level for an entry, select a new access level.
    Drag from list view
  6. When you are done, click X in the upper corner of the dialog box to close it and return to the page you were on.

The folder is now listed on the Reports or Dashboards menu. You can select the folder when saving a report or dashboard.

ADDING MORE LICENSES/SEATS2020-01-04T11:59:24+00:00

Users can modify their AppExchange licenses in the AppExchange on the licensed package. Follow these instructions:

1. Go to appexchange.

2. Click on Log in and use your Salesforce credentials.

3. Click on your photo and select My Installs & Subscriptions.

4. Find Axy OKR and select Manage Subscription.

5. Here, you will be able to add more licenses to your Axy OKR Subscription

UNINSTALL FROM APPEXCHANGE2019-10-22T16:12:12+00:00

Sometimes Salesforce doesn’t allow to uninstall from “Installed Packages” option in administrator menu. If this is your case, you can uninstall the app directly from appexchange. Please, follow these instructions:

  1. Go to appexchange.
  2. Click on Log in and use your Salesforce credentials.
  3. Click on your photo and select My Installs & Subscriptions.

4. Find Axy OKR and select Uninstall from the menu.

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