Configuration for Motivate v3 (base app v7)

Owned by Helen Griffith
Mar 19, 2019
In this page

Prior to using Motivate, administrators will need to decide which object triggers to add, activate or deactivate, in order to enable Rewards to be generated for users of the application.

We recommend that when utilising any of the seed content, start with a clone of the original so that future updates can be reviewed before being deployed.

Trigger-enabled Objects

Following installation, a broad selection of Objects are trigger-enabled.

Administrators can choose to disable any objects they don't wish to be assessed. They can also add further objects to be trigger-enabled and hence assessed for Rewards.

To generate the triggers necessary for assessment, see the Trigger Deployment Tool. This provides details of how to generate and configure triggers for additional standard, optional or custom objects.

  1. To disable triggers on any of the supported Objects, within the sidebar select Build | Installed Packages
  2. Click on Configure beside the Motivate package name
  3. Click on the Configuration section
  4. Administrators can turn off the triggers by unchecking the "Active" checkbox for the Objects they wish to disable. Doing so turns off Behaviour assessment for the objects that have been disabled. Rewards will therefore no longer be generated for any Behaviour based on an object that has had its trigger disabled
  5. Each change is saved immediately
  6. To enable triggers on additional Objects, select the object required from the Add an Object picklist
  7. The page will then reload and the object that was selected will have been added to the list of trigger-enabled objects (it will not yet be active)

  8. Administrators can then check the "Active" checkbox for the object they wish to trigger-enable.

    The trigger will still need to be created. Go to the Trigger Deployment Tool page for help with this task.

  9. Clicking Delete in the Edit column will remove objects that have been added from the list. This will also disable any active triggers on those objects

Streaming API enablement

  1. Enter Setup by clicking on the "Setup" link at the top of the screen
  2. Within the Salesforce Setup sidebar, navigate to Build | Customize | User Interface
  3. Ensure the "Enable Streaming API" option is checked (in the Setup section)
  4. Click Save

Continue to Customisation

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