Page Comparison

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The instructions provided in this section relate to upgrading the Base Application, SuMo,  from from v5.56.x to 6.1224.x and the Motivate the Motivate Extension Package from Version from Version 1.12  to 12 to 2.0. Installations on any SuMo version below v5.56.x,  must must first upgrade to the latest v5 release v5 release (see Note below for specific version details) before starting the upgrade process. Failure to do so may result may result in an incomplete or incorrectly configured installation.

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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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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
   

Update Seed Data

The Seed Data has been modified for Version 2, and the Version 1 Seed Data will need to be overwritten to benefit from new functionality introduced.

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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:
   
6. Select Experience Group Layout from the Page Layout To Use picklist
7. Click Save

Behaviours Page Layout

To prevent saving Behaviour records without a linked Base Behaviour (which will ensure data integrity):

1. Within the sidebar select Build | Create | Objects
2. Click on the Behaviour link
3. Go to the Page Layouts section and click Edit next to the Team Achievement Layout page layout
4. Click the Properties icon (spanner) beside the Base Behaviour field and select the "Required" checkbox
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5. Click OK
6. Click Save

Base Behaviour Page Layout

1. Within the sidebar select Build | Create | Objects
2. Click on the Base Behaviour link
3. Go to the Field Sets section and click Edit next to the Information field set name
4. Move the Undesirable field from the end of the list, to between Channel and Experience Group and move Comments to the end of the list as shown in the screenshot below
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5. If the Promoted field is within this Field Set, we suggest removing it. The Promoted value is best set on the Behaviour itself (with the default always starting as un-promoted).
6. Click Save

Player Performance page layout

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