Page Comparison

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1. Select the Install for Admins Only radio button
2. If you would like to see the full details, click on the View Components link at the bottom of the screen.
3. Click the Upgrade button:
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The upgrade usually takes several minutes to complete, and you will typically see a message indicating this. In these circumstances you will receive an email notification message once the upgrade has completed.

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To begin the upgrade process, click on the URL link (or paste the URL into your browser address bar) and click Upgrade:

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Once the upgrade has completed, you will be able to continue with the Post-Upgrade Steps.

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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 | Installed Packages
3. Click on Configure next to the Motivate package name
4. On the Application Configuration page, expand the Installation & Upgrade section
5. Click Run next to Automated Setup
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Update Seed Data

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1. Select the Update (overwrite) checkbox
2. Click Run next to Seed Content Management:
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1. Within the sidebar select Build | Create | Apps
2. Click Edit next to Motivate
3. Select the Overwrite Users' Personal Custom App Customizations checkbox:
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4. Select which Profiles the tabs should be assigned to
5. Click Save

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1. Within the sidebar select Build | Create | Tabs
2. Under the Custom Object Tabs section, click Del in the Action column to delete the Challenges and Competition Performance tabs
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3. Click Edit next to Base Behaviours
4. Next to Tab Style click the Lookup button
5. Click on the style Star
6. Click Save
7. Repeat steps 3-6 for the remaining tab styles as follows:
   • Collectives - change to style Hexagon
   • Graphics - change to style Camera
   • Player Performance - change to style Measuring Tape
   • Rewards - change to style Ticket
8. The Custom Object Tabs section should now be as follows:
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Web Tabs

1. Under the Web Tabs section, click Edit next to Gallery
2. On the next screen, leave the 2 columns with salesforce.com sidebar option selected, click Next
3.  From the Tab Style lookup, select Jewel
4. Click Next
5. Click Save
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Visualforce Tabs

1. Under the Visualforce Tabs section, click Delete next to Objectives
2. As within the Custom Object Tabs section above, edit the following 4 styles:
   • Administration - change to Wrench
   • Launch Inspire - change to TV Widescreen
   • Motivate (the second one in the list) - change to People
   • Motivate1 - change to People
3. The Visualforce Tabs section should now be as follows:
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Motivation Designer - Supplementary Permission Set

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1. In the Salesforce Setup, within the sidebar navigate to Administer | Manage Users | Permission Sets
2. Click on the Permission Set name Motivation Designer (Supplementary)
3. Click on the Object Settings link
4. Click on the Collectives object name
5. Click Edit and, under Collective: Record Type Assignments add Template to the assigned record types (Competition and Experience Group should already be assigned; if they aren't, then please also assign these now):
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6. De-select the Objective record type (this is no longer required)
7. Click the Save button

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1. In Salesforce Setup, within the sidebar select Build | Create | Objects
2. Click on the Collective link
3. Go to the Page Layouts section and click the Page Layout Assignment button
4. Click the Edit Assignment button
5. Select all the items in the Experience Group column:
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6. Select Experience Group Layout from the Page Layout To Use picklist
7. Click Save

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1. Within the sidebar select Build | Create | Objects
2. Click on the Player Performance link
3. Go to the Page Layouts section and click the Page Layout Assignment button
4. Click the Edit Assignment button
5. Select all the items in the Page Layout column:
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6. Select Performance Layout from the Page Layout To Use picklist
7. Click Save

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1. Within the sidebar select Build | Create | Apps
2. Under the Subtab Apps section, click Edit next to Profile (Self)
3. In the Selected Tabs list, select Challenges and remove it (so that it appears in the Available Tabs list)
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4. Click the Save button to complete the task and save your changes

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