Post Install - Getting Started Admin Setup Steps

Welcome aboard! You’re just a few clicks away from milestone magic. Here’s what to do once the app is installed: (10 - 15 minutes max)

Let's get your Milestone Mojo going: 

First, let's add our Milestone lookup fields to your page layouts:

Let's manage the Global layouts first: 

Add the “Milestone” field to the Global Actions layouts for Log a Call, Tasks, and Events.

Go to the Setup gear > Home > Global Actions 

• Edit LogACall Layout
• Edit New Event Layout
• Edit New Task Layout

            (Yep, just once – global means global.)

Next, we'll edit the Email Message, Task, and Event page layouts:

From the Object Manager page layout, search:

Email Message > Go to Page Layout > Edit > Add Milestone to the right side column > Save

Repeat these exact steps for Tasks and Events page layouts.

Go to the Standard Layouts then drop that same “Milestone” field into the standard page layouts for Email Message, Tasks and Events

Once we've complete that, let's go add our keywords for High Value Activities and for Phone Calls

Keyword Kickoff

Set your "High Values Activities keywords — the terms that let us know what counts as meaningful in the Activity Tracker.

What this means: To help your users log activities more consistently, the Activity Tracker helps detect key actions by scanning the Subject line of Tasks or Events for specific keywords. 

This approach adds flexibility while allowing the DMM app to automatically classify Phone Calls and High Value Activities. Feel free to pick from our sample lists below to get your started. You can update this list anytime over your useage of the app. Users can click on the "Get Activities" button from the Activity Tracker to update High Value Activities and Phone Calls. 

Sample Phone Call Keywords:
Call, Phone Call, Left Voicemail, VM, Follow-Up Call, Inbound Call, Outbound Call, Spoke with, Contacted by Phone, Intro Call, Check-in Call, Sales Call

Sample High Value Activity Keywords:

Demo, Presentation, Proposal Sent, Contract Review, Negotiation, Strategy Call, Decision Maker Meeting, Final Review, Close Plan Discussion, Pricing Discussion, Discovery Call, Technical Review

• Go to Setup > Custom Metadata Types  or  Click Here for Video

  • Click Manage Records next to Activity Tracker Setting

  • Edit and input comma-separated keywords. Activities, where the “Subject” field contains any of these keywords will be be counted as “High Value Activities” in the Activity Tracker

  • Save 

Click on Edit

Add your high value phrases to the field labeled "Define High Value Activities

• • To ensure "Phone Calls" are accurately tracked in Activity Tracker:

    • Go to Custom Metadata Types

    • Click Manage Records next to Phone Call Tracking

    • Edit and enter comma-separated keywords (ex. phone, talked, called, etc. ) Activities, where the “Subject” field contains any of these keywords will be be counted as “Calls” in the Activity Tracker

    • Save

Now it's Template Time
Create a DMM Template for each process you want to track. This is your roadmap ... give it a name, find your object, set your rules, then define your milestones with key fields.

Make it a "Best Practice" to map out your Milestone Names and related Key Words first, before building your DMM Templates. This saves time and eliminates errors. If you plan to use Record Types as your criteria, go get your Record Type ID's and set them aside first. 

Test Drive
Once you've activated your DMM Template, go to your object and launch a few test records that match the criteria. Make sure milestone status values are lighting up just like you planned.

Building your Templates > Ready? Let's go!

Go to the Launch Pad and search for Dynamic Milestone Manager

Next, go to the DMM Template Start Page > Create New Template

Give your template a short name > Choose Your Object -the Salesforce object where you want to track milestones (e.g., Lead, Opportunity, Case, or a Custom Object) > 

Choose the rule to define when a Tracker is assigned to a record: All Records or Assign a Field . Your options for Condition  are 

• "All Records"; or 
• Specific Criteria 

Note: 

• Only one condition is supported per template ... for example:
  Record Type = <enter the recordtype id> ; 
• Only use values that do not change over the lifecycle of the record
  

After you choose your criteria, select "Next" to begin creating your Milestones

The most efficient approach is to first add all of your milestone names, then add your key fields to each milestone.

1. Type in the Milestone Name then click on "Add Milestone"
2. Repeat until you have all of your milestones.

Create 2 or more milestones names in the order you want them to appear. Your milestone names represent high level checkpoints you want to track:

i.e.., “Phase I,” “Phase II,” “Phase III”, etc. 

Assign Key Fields to Each Milestone

Click on the corresponding "+" system to add your key fields, adding them in the order you want them to appear in your page layotus.

If you make a mistake on a Milestone Name, Edit the name by clicking onthe pencil. Or click on the garbage can to delete and remove a milestone.

NOTE: 

• ⚠️ Use only fields visible to your users (e.g., Status fields, Dates, Checkboxes, Titles, Picklists). 

• For each key field you have the option for defining whether or not a specific value we call "Expected Value" is required in order to consider a key field as completed. This option exists for Picklist, Checkbox, Text fields

• Avoid using the following field types when adding your Key Fields:

• Text Area

•  Text Area (Long) 

• Text Area (Rich) 

• Text (Encrypted)

• Address (it's ok to use Street, City, State, Zip, but not the field that bundles all of these together)

Once you've added all of your key fields, click on "Next"

On the DMM Template Review page you'll see the full details of your DMM Template .. From the object, to the criteria to all milestones, Key Fields and expected values. 

Set Key Fields to Read Only

When this option is turned on, users will see but not had the ability to edit key fields inside the DMM interface. To make changes, they’ll need to update the fields directly on the record page instead.

This is helpful when you want to control how and where data is updated, especially for fields managed by another team or system.

Note: Even if you allow users to edit key fields from within the DMM UI, Lookup fields cannot be edited from the DMM interface and must always be updated directly on the record page.

Tip: Leave this setting unchecked if you want users to update key fields directly in the DMM UI (except for Lookups).

Click on "Previous" If you need to make any corrections. Otherwise, click on "Activate Template to deploy your DMM Template. 

Add Lightning Web Components to Your Lightning Page Layouts

On the Lightning Page of your target object:

• Add the following custom DMM Lightning Web Components to your Lightning pages:

  • Activity Tracker

  • Dynamic Milestone Manager

Adding Dynamic Milestone Manager & Activity Tracker Components to Lightning Pages

• For each desired page layout, navigate to any record where you want to add the components

• Click the Setup Gear (top right navigation) > Click on “Edit Page”

• In the left panel, search for Dynamic Milestone Manager

• Drag it into the second-largest section (wide column, not full-width or sidebar)

• In the same left navigation, scroll down to Custom - Managed to find Activity Tracker

• Drag Activity Tracker into a sidebar or mid-size section

• Save the page and activate if needed

Tips for Adding DMM to Lightning Page Layouts

• Dynamic Milestone Manager should go in a mid-to-large region—not full-width, not sidebar

• Activity Tracker can go in a sidebar or secondary region

• Feel free to experiment with placement to see what fits your workflow

Option 1

Option 2

Not a good option