Page Comparison

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1. Enter Setup by clicking on the Setup link at the top of the screen
2. Within the sidebar select Build | Customize | Home | Home Page Layouts
3. Click Edit beside the home page layout(s) that you wish to add the Motivate components to
4. In the Select Wide Components to Show section, select Performance History (Installed Package: Motivate) if required
5. In the Select Narrow Components to Show section, select any of the following components:
   
   • Motivate
   • Promotions (Installed Package: Motivate)
   • Performance * (Installed Package: Motivate)
   • Rewards * (Installed Package: Motivate)
   • Competition *

   

   Note

   It is recommended that only the Motivate and Promotions components be selected in the Narrow Components section, as shown above; this is because the Motivate component incorporates the remaining 3 components (i.e. Performance, Rewards and Competitions). When added to the Sidebar, the Motivate component will rotate through these three individual components. Alternatively, these three components can be added individually to be displayed in the Sidebar separately.

   
   

6. Click Next to proceed to Step 2. Order the components
7. In the Narrow (Left) Column list, order the components as required - ideally with the Motivate components at the top (so that they are always visible).
8. In the Wide (Right) Column list, order the components as required:
   
9. Click Save to complete the task and return to the Home Page Layout list view
10. Repeat steps 3-9 for all the Home Page Layouts that should contain the Motivate summary components, and assign the modified Home Page to the Profile used by Motivate Players.

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1. Navigate to any Account record, click on the Setup button and then click on Edit Page
2. In the Lightning App Builder within the left-side Lightning Components list, locate the Behaviours component under the Custom - Managed section
3. Drag the Behaviours component onto the page layout and drop it onto a suitable position within the narrow area of the layout (as shown below).
4. Repeat the same progress for the Trophy Cabinet, and position the component above or below the Behaviours component.
   
   
   Image Added
5. ​Click the Save button to complete the task and save your changes to the page layout
6. Repeat these steps for the Page Layouts for any of the following Objects as required:

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1. Click on the Setup button at the top of the screen and then click on the Setup link
2. Within the sidebar under Platform Tools | Apps click on Installed Packages
3. Click Configure next to the Motivate package
4. Expand the Configuration section, and then locate the URL Settings

5. In the Domain field, enter the domain name of the org in the format: https://domain.lightning.force.com replacing domain with the domain that the org is using

   Note
   Ensure that https:// is set at the beginning of the Domain field and no characters are present at the end of the domain, i.e. after the .com or other specified domain extension.

   
   

   Tip
   This information can be found by inspecting the URL in the Address Bar of your Web Browser

   
   

6. Click the Save button to complete the task and set the Domain URL.
7. Log out of the org immediately and then log back in.

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The Performance Centre is the main page from where Motivate Players can monitor their performance in real time. The following steps describe how this page can be created using a specific Lightning Custom Layout that is provided in this release, and then configured by adding the new Lightning Motivate Player UI components.

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1. Click on the Setup button at the top of the screen and then click on the Setup link
2. Within the sidebar under Platform Tools | User Interface click on Lightning App Builder
3. Click on the New button
4. Select App Page and then click the Next button
5. In the Label field, enter Performance Centre and then click the Next button
6. Under the Custom section in the left-side, select Performance Centre Template and then click the Finish button
7. In the Lightning App Builder, drag and drop the following Lightning Motivate Player UI components onto the Performance Centre page as shown below:
   
   • Scoreboard
   • Leaderboard
   • Trophy Cabinet
   • Behaviours
   • Behaviour Progress
   
   
   
   
8. Once the components have been added to the Performance Centre page, click on the Save button
9. In the Page Save modal that is displayed, click on the Activate button
10. In the Activation modal under the Page Settings tab, click on the Change... link next to the Icon
11. In the Select an icon modal, locate and click on the Radar Dish icon
    
12. In the Activation modal under the Lightning Experience tab, select the Sales Lightning App in the left column, and then click on the Add page to app button to add the Performance Centre page to the right column
13. In the right column, drag and drop the Performance Centre to the desired position that it will be displayed on the Tab bar
14. Repeat steps 12 and 13 for all other Lightning Apps that require access to the Performance Centre page
15. Click the Save button to return to the Lightning App Builder
16. Click the Back button to complete the task and finish configuring the Performance Centre page

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