FAQ’s Axy Validator embed2018-09-18T11:15:43+00:00

FAQS ABOUT AXY VALIDATOR.

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.

IS AXY VALIDATOR GDPR COMPLIANT?2019-09-17T04:53:09+00:00

AXY VALIDATOR IS FULLY GDPR COMPLIANT

Axy validator is running 100% within the same Salesforce instance where it was installed. We are only using an instance of Heroku in order to create the trigger we need when a rule is created.
But when a validation is performed that’s only happening in Salesforce.
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.

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.
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.
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.

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.

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.

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.

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.

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

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

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.

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.
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).
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.

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 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 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.

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.

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.

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

WHAT SALESFORCE EDITIONS ARE SUPPORTED BY AXY OKR?2019-08-28T16:55:25+00:00

Axy OKR is supported in:

  • Professional
  • Enterprise
  • Unlimited
  • Performance
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.
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.
IS IT POSSIBLE TO BYPASS THE VALIDATION RULES?2019-04-16T11:54:37+00:00

BYPASS VALIDATION RULES ADD LOGIC AND FLEXIBILITY FOR DATA QUALITY

Definitively, YES. Axy Validator has a feature that permits any Salesforce admin to configure a Bypass for pre-build validations such us IBAN or VAT.

If you need to run any of our prebuild validations, but some times you need to exclude a record from being validated, you can create a ByPass Field that will tell Axy Validator when to run validations.

This ByPass Field has to be named AxyValidator_ByPass__c. Axy validator checks if a so-named field exists and which value it has.

The field AxyValidator_ByPass__c needs to be Boolean and our recommendation is to create it as formula field. By doing that you will be able to handle some business logic.

Example.

Let’s say that you only need to check the Social Security Number in contact records where the RecordType is “Employee”.
Just by creating a formula field named AxyValidator_ByPass__c that contains the next logic, Axy Validator will exclude the records that are not Employee:

RecordType.DeveloperName=”Employee”

AXY VALIDATOR FOR CLASSIC2018-10-21T17:23:05+00:00

DOES AXY VALIDATOR WORK WITH CLASSIC ?

Yes. Axy Validator works with both Salesforce Classic and Lightning

If you work on Classic UI, access Axy Validator app going to the App Menu in the upper left corner of your screen.

Then click on Axy Validator and you will be shown the Axy Validator Setup page. At this point, the operative for defining rules is the same. Go to CONFIGURATION/How can I configure a rule?

UNINSTALLING AXY VALIDATOR2018-10-21T13:28:22+00:00

HOW DO I UNINSTALL AXY VALIDATOR?

If you want to uninstall Axy Validator, you have to previously DELETE all the rules you have configured:
  • Enter in Validator Setup and delete the rules one by one till getting the sucess messages.

Then, you can uninstall Axy Validator:

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

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

Action fields created for error messages in Warning action rules will remain the same

ORDER EXECUTION OF AXY VALIDATOR RULES2018-10-21T13:28:36+00:00

HOW IS THE ORDER EXECUTION OF AXY VALIDATOR RULES?

  • Axy Validator runs when you are creating or updating a record. We use Before Triggers. That means that our validations will be done just after field types validation and before process, validation rules and other salesforce steps during a DML operation. Step 3 in the order of the official documentation.
  • There is not a way to control the order of execution of Axy Validator Triggers and your Triggers.
WHEN IS AXY VALIDATOR APPLIED?2018-10-09T05:20:07+00:00

AND WHAT DOES HAPPEN WITH EXISTING DATA?

Axy Validator will only work with new entered data from the moment you install the App on your Salesforce Org.

Data in existing records will remain unaltered, till the moment you edit a record. At that point, validation rules configured for any field will be applied.

DELETE A RULE2018-10-21T12:59:13+00:00

HOW DO I DELETE A RULE?

You can delete a rule from Validator Setup

Just click on Delete and a success message will appear when done.

  • The data saved will obviously remain unaltered, but rule will not be applied anymore.
  • ACTION FIELDS created for Warning rules will remain as well
DEACTIVATE A RULE2018-09-18T10:37:57+00:00

WHAT DOES IT MEAN TO DEACTIVATE A RULE?

When a rule is deactivated from Validator Setup, the rule is not applied anymore.

The rule will remain configured, so you can activate it again when needed.

EDITING RULES2018-10-21T13:01:49+00:00

WHAT WILL HAPPEN WHEN I EDIT A RULE?

When you edit a rule with Validator Setup, the process and steps will be the same than when you configure the rule, but showing the options, selections and texts previously introduced for the edited rule.

Once saved, the rule will be applied again when you try to save a record with the field to which the rule has been configured for.

SETTING UP A WARNING FIELD2018-09-18T10:34:42+00:00

HOW SHOULD I SET UP A WARNING FIELD ?

  • During the Validator Setup, you will declare as VALIDATION ACTION the “Warning” option.
  • Then you will set as ACTION FIELD the name of a field that you have previously created in the object where you have the field you want to validate.
  • And finally you will write in ACTION MESSAGE the message you want to be written in the ACTION FIELD when invalid data
  • The field you have to create for ACTION FIELD has to be a text type field with a length long enough to contain the ACTION MESSAGE you want to be written
SETTING UP MY FIRST VALIDATION RULE2018-10-21T13:29:15+00:00

HOW DO I SET UP A RULE?

  • To configure a rule, you need to go to Validator Setup, and follow the configuration wizard.
  • When you click on “New Rule” button, a Step by Step wizard appears. This wizard has 4 steps:

Rule Selection

  • Where you will choose CATEGORY, one of different groups of similar rules, and RULE

Object & Fields Selection

  • You will choose the OBJECT from your org and the FIELD in it where you want to be validated by the rule

Action Selection

  • You choose, in VALIDATION ACTION, Warning or Error from the picklist, depending on if you want to permit saving the value or not if the value in the field is not validated by the rule
  • If you choose Warning then you choose the ACTION FIELD where you want to receive the warning message
  • In both cases, you need to define the ACTION MESSAGE you want to be shown if the field is not correct under the validation rule. (See next FAQ: CONFIGURATION:How should I set up a warning field)

Test & Save

  • You can test the new rule introducing a value, and you will get the message you have written if the value is not correct or “Your tested value is correct” if the value is correctly validated by the rule.

WARNINGS AND ERRORS2018-10-21T13:12:52+00:00

ACTIONS SUPPORTED BY AXY VALIDATOR:

Axy Validator supports two different actions when the rule is being applied: Warning and Error

These actions are triggered when the field validation concludes.

  • WARNING. Axy Validator will always allow to save the data in the field, but if the rule is not met then it will show you, in a defined field, the warning message you have configured in the rule setup. (Go to CONFIGURATION: How should I set up a warning field? to see how to setup the warning field)
  • ERROR. Axy Validator will NOT permit to save the data in the field if the rule is not met and will show you the error message you have configured in the rule setup.

In both cases, the message to appear will be the one defined by the Admin as ACTION MESSAGE when configuring the rule in Validator Setup

AXY VALIDATOR’S PROCESS2018-10-21T13:29:50+00:00

How does it work?

Axy Validator works the same way Salesforce applies standard validation rules. Once you have configured a rule with Axy Validator over a field in an object, the app starts the following routine every time a user tries to save a record for that object:
  1. The app checks, using a Before Trigger, if the content of the field complies with the format of the rule (the rule you have configured previously)
    1. If the format complies: the record will be saved.
    2. If the format doesn’t comply: Axy Validator will apply the Action you choose on the rule configuration: it can be Warning or Error.
      1. Warning: Axy Validator will save the record , and will show the ACTION MESSAGE on the ACTION FIELD you have configured in the Rule Setup.
      2. Error: the app will not permit to save the record and will show the ACTION MESSAGE you have configured in the Rule Setup.

See the FAQ: FEATURES: What type of actions does Axy Validator support? for more details

WHAT SALESFORCE EDITIONS ARE SUPPORTED?2019-08-08T16:16:37+00:00

Salesforce editions support:

The Salesforce versions we are supporting right now are:
  • Professional
  • Enterprise
  • Unlimited
  • Performance
CAN I INSTALL AXY VALIDATOR IN A SANDBOX?2018-10-21T13:30:18+00:00

Axy Validator Lite is available for Sandbox installation

  • Yes, Axy Validator can be installed in any Salesforce org or environment.
  • To install Axy Validator 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 Validator 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.
WHAT’S THE PRICE OF AXY VALIDATOR?2018-10-21T13:30:42+00:00

AXY VALIDATOR IS FREE:

AXY Validator is built into Salesforce platform, but you do not have to pay anything to Salesforce or to anyone, it’s a forever free application.

INSTALLATION OF AXY VALIDATOR2018-10-21T13:27:46+00:00

HOW DO I INSTALL AXY VALIDATOR?

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

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

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