Post Install Instructions

    Congratulations! Now that you have successfully installed Inspire Planner into your Salesforce organization, you are almost ready to start creating your project plans. Follow the remaining simple steps below to complete the application setup. 
     

    Inspire Planner Settings
     

    For Salesforce Lightning users

    Navigate to the Inspire Planner Settings page by clicking the App Launcher and then clicking Inspire Planner Settings under All Items at the bottom of the page.

    App Launcher

     

    For Salesforce Classic users

    Navigate to the Inspire Planner Settings page by clicking All Tabs and then clicking Inspire Planner Settings.

    Classic - All Tabs

    • You are presented with the Inspire Planner Settings page.  Descriptions below will describe each setting and how to manage them.

      Inspire Planner Settings
       
    1. Enable sharing of projects to external contacts.  This feature is only available in Production environments (not available in Sandboxes).  This feature will allow you to share your project externally with Contacts in your database.  Contacts will access project from our external project viewer  (https://projects.inspireplanner.com).  After enabling this feature, you must Allow our external viewer connect with your Salesforce org.


    Learn more about this feature by reviewing this article: Sharing Projects

    1. Enable Start Date for Salesforce tasks.  Inspire Project Tasks contain both a Start and Finish Date.  Since Inspire Tasks map to Salesforce Task, this feature adds a Start Date to your Salesforce Tasks.  You have the option of using the default Start Date field that is included with Inspire Planner, or map it to your own Start Date field if you are already using one.
       
    2. Enable Contact task assignment notification.  Enabling this feature will send a notification email to your external Contacts when you assign them new Project Task.  This feature works in conjunction with the Send task notification option under Settings for each project.  Notification emails will only be sent if both settings are set to Enabled.
       
    3. Enable time tracker.  This will enable the time tracking functionality. 
       
    4. If enabled, you also have the option of associating the Time Tracker to other objects in Salesforce.  For example, add objects like Account or Case will allow users to log time against these records, in addition to their Project Tasks.

      Learn more about this feature by reviewing this article: Time Tracker

     

    Updating Page Layouts

    Review the following articles to update your Task/Activity page layouts with Inspire Planner related fields and your Account page layout with the Projects related list.

     

    Assigning User Permissions

    Review the following article to assign users the necessary permissions to use Inspire Planner:


    Tags

    Getting StartedUser Admin & Licensing

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