Granting Users Permission for the Loopio Go/No-Go App
There are two permission sets available for the Loopio Go/No-Go app in Salesforce:
- Go/No-Go Admin: able to configure the Go/No-Go Sections, Questions, and scoring thresholds
- Go/No-Go User: able to see the Go/No-Go button on Opportunities where it has been configured, and see Go/No-Go Submission records
To grant one of these permission sets to your users, refer to the Salesforce guide [External: Salesforce] Manage Permission Set Assignments
Placing the Loopio Go/No-Go App on an Opportunity Layout
- Click the gear icon in the top right of the navigation ribbon on your Salesforce homepage
- Click Setup. This will open a new tab in your browser
- On the far left in the new tab, under PLATFORM TOOLS, select Objects and Fields and then the Objects Manager
- Search for and select Opportunity
- From the left navigation bar, select Page Layouts, and select the page layout you would like to add the Go/No-Go app to
- Select Related Lists
- Click and drag the Go/No-Go Submissions tile into the Related Lists section below
- Once the Go/No-Go Submissions Object is on the page, click the wrench icon
- Move all the columns that you would like to make available into the Selected Fields list by selecting a column and clicking the Add button (right arrow).
Recommended Selected Fields:- Go/No-Go Submission Name
- Status
- Score
- Approval Status
- Select Buttons and deselect both New and Change Owner
- Click OK to save the changes to this Layout
- Repeat the above steps for any other Opportunity Layouts where the Loopio Go/No-Go App should appear
Learn more: Read on to learn more about Configuring the Loopio Go/No-Go App in Salesforce
Placing the Go/No-Go Button on an Opportunity Layout
Tip: If you are continuing your setup from the steps above (Placing the Loopio Go/No-Go App on an Opportunity Layout), skip to step 5.
After the Loopio Go/No-Go App has been added to your Opportunity Layout(s):
- Click the gear icon in the top right of the navigation ribbon on your Salesforce homepage
- Click Setup. This will open a new tab in your browser
- On the far left in the new tab, under PLATFORM TOOLS, select Objects and Fields and then the Objects Manager
- Search for and select Opportunity
- From the left navigation bar, select Page Layouts, and select the page layout you would like to add the Go/No-Go button to
- Select Mobile & Lightning Actions
- Drag Go/No-Go to the Salesforce Mobile and Lightning Experience Actions section below
- Save the Layout changes
- Repeat the above steps for any other Opportunity Layouts where the Loopio Go/No-Go button should appear
Sharing Go/No-Go Reports and Dashboards with Users
Once you assign one of the two Go/No Go permission sets mentioned above to your users, they’ll be able to open and use the Go/No Go functionality.
Unless they are granted access to the custom dashboard included as part of the Go/No-Go package, they’ll see the home page as a blank screen.
To give users access to this dashboard:
- Click the App Launcher icon
- Search for and select Dashboards
- Click All Folders
- Click the dropdown to the right of the GoNoGoDashboards folder and select Share
- Select the User(s) or Role(s) you want to give access to
- Select an access level
- Click Share
- Click Done
- Click the App Launcher icon
- Search for and select Reports
- Click All Folders
- Click the dropdown to the right of the GoNoGoDashboards folder and select Share
- Select the User(s) or Role(s) you want to give access to
- Select an access level
- Click Share
- Click Done