DMM User Experience - How to Use the Dynamic Milestone Manager

The Dynamic Milestone Manager (DMM) UI is automatically displayed on a record only when that record meets the criteria of at least one active DMM Template. Until then, the DMM section will appear blank.

How DMM Tracks Progress

Once a record qualifies for a DMM Template:

• The Status % for each milestone begins tracking automatically.
  
• As users update key fields (either from the page layout or directly in DMM), progress is evaluated and calculated in real-time or upon refresh.

Viewing Milestones & Key Fields

• Each milestone has a "+" icon to the left. Clicking this expands the milestone and shows the specific fields that are being tracked (called Key Fields).

Quick Notes

• Use the Quick Notes area to store next steps, reminders, or milestone-specific observations.
   Just start typing—your input is auto-saved as you go.

 Editing Fields

• When the DMM Templates are created, if the "Set Key Fields to Read Only" setting is disabled, users can edit fields directly within the DMM UI.
  
  

• Lookup fields cannot be updated from the DMM UI—those must be edited from the Salesforce record page.

Real-Time vs. Manual Refresh

• If you update fields from the standard Salesforce Lightning layout, the Status % and Overall Completion % will not update until you refresh the DMM UI. (there’s a refresh button right within the DMM UI, or you can refresh in your browser)
  
  

• If you update fields from inside the DMM UI, the **Status % and Overall % update instantly—**no refresh needed.
  

Completing a Milestone

• When a Milestone's Status % reaches 100%, the Completed Date is automatically populated.

• If you believe you've filled in all required fields but the Status % hasn't increased, it likely means the value entered doesn't match the "Expected Value" defined for that field.
  
  

Activities and Files

You’ll notice each milestone is aligned with its own Activities and Files column.

• Users track Activities and Files within the DMM UI based on the Milestone field being added to the Task, Event, and Global Layouts.
  
  

• You can associate Tasks, Events, or Log a Call directly with a specific milestone while creating the activity—just type and select the milestone name to the milestone lookup field (Make sure you select the milestone related to the record your'e on)
  
  

• Emails can also be tracked. However, due to Salesforce's design, the Milestone field cannot be selected while sending the email. After sending, go to Activities, click on your Email Subject, click on Edit on the details page, then assign it to a milestone as you do on Tasks and Events.
  
  

• Once you've added a Task/Event or Email to Milestone, saved and the page is refreshed, the Activity count will reflect in the milestone row under Activities.
  
  

• To upload a File for a specific milestone:
  
  

  1. Click the “#” value in the Files column (e.g., 0).

  2. Drag and drop files one at a time into the upload area.

  3. Assign a name and category for easy reference.
     
     

• To view all Activities or Files linked to a milestone, just click the “#” symbol in the respective column.
  
  

  Activity Tracker

The Activity Tracker provides rollup summary values across your record, including:

• High Value Activities

• Calls

• Meetings

• Open Activities

• Past Due Activities
  
  

Although Activity Tracker complements the DMM experience, it is not directly related to or dependent on the DMM UI.

It offers a quick snapshot of engagement regardless of whether milestones are in use, making it a helpful tool for assessing overall activity across any object where it's deployed.