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 OKR2019-08-19T17:23:13+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.
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 LICENSES2019-08-28T16:37:50+00:00

How can I assing app licenses to users?

To assign a user to a license, follow these steps:

  1. From Setup, enter Users in the Quick Find box, then select Users.
  2. Click Assign Licenses from the Managed Packages list.
  3. Select Axy OKR Management (After selecting the app, Salesforce automatically moves it to the Selected Packages list).
  4. Click Add.

To assign licenses to several users:

  1. From Setup, enter Installed Packages in the Quick Find box and select it.
  2. Find Axy OKR Management and click ‘Manage Licenses.
  3. Click Add Users
  4. Select the users you want to assign to the package (After selecting the user, Salesforce automatically moves it to the Selected Users list).
  5. Click Add.

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.
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 SETS2019-08-28T16:52:59+00:00

How are the permissions managed for the application?

You have available 3 permission sets to manage permissions of the app:

  • Axy OKR – User: users this permission set, will have basic access to the application, including every app objects.
  • Axy OKR – C-Level User: assigned users will have the same access of a User but with Full Access to Company Goal records including View All and Modify All permissions.
  • Axy OKR – Admin User: with this permission set, assigned user will have the same access of a User but with ability of accessing and setting up the app in the Setup tab.
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.

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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