Mindjet Deal Navigatordownload.mindjet.com/static/pdf/eng/installation_deal...IMPORTANT NOTES: The Salesforce Spring 2010 release introduced enhanced security capabilities for custom

Mindjet Deal Navigator 2.3

Installation Instructions

March 21, 2011

Mindjet Corporation

1160 Battery Street East

San Francisco CA 94111 USA

www.mindjet.com

Toll Free: 877-MINDJET · Phone: 415-229-4200 · Fax: 415-229-4201

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Mindjet Deal Navigator 2.3: Installation Instructions

IMPORTANT NOTES:

The Salesforce Spring 2010 release introduced enhanced security capabilities for custom object permissions,

which are now also being carried forward into the Spring 2011 release as well. In the Enterprise, Unlimited

and Developer Editions of Salesforce, when you create a custom object, the “Read”, “Create”, “Edit”, “Delete”,

“View All” and “Modify All” permissions for that object are disabled for any profile for which “View All Data”

or “Modify All Data” is disabled. This ensures that all users are not immediately provided with full access to

custom objects.

You can change these permissions in custom profiles, but not in standard profiles. That is, users with

standard profiles (except for System Administrator) cannot access new custom objects—you must assign

these users custom profiles and then edit the profiles.

NOTE 1: Salesforce CRM Professional Edition does not provide the ability to create custom profiles, and does

not enable permissions for custom objects that are part of Mindjet Deal Navigator for its standard profiles.

Therefore, Mindjet Deal Navigator 2.3 is only certified currently for the Enterprise and Unlimited Editions of

Salesforce.

To enable access to custom objects, please do one of the following:

a. Clone the profiles of the users whose object permissions you want to change.

b. Edit the custom profiles, enabling the permissions you want.

c. Then edit the user’s accounts, assigning to these users the appropriate “cloned” custom profiles.

For users with custom profiles, simply edit their profiles, and enable the permissions that you

want them to have.

NOTE 2: All Salesforce user profiles, including the Administrator Profile) that will have access to Mindjet

Deal Navigator will need to have at least “Read” permission for the following Account entity fields:

Account Number and Account Site. Please note the steps below to set up these permissions.

For further reference, please review the full set of the Salesforce Spring ’11 Release Notes located here:

http://na7.salesforce.com/help/doc/en/salesforce_spring11_release_notes.pdf

http://na7.salesforce.com/help/doc/en/salesforce_spring11_release_notes.pdf



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For the Salesforce Administrator:

1. User Profile Management

From the “Setup” Administrator prompt, you must navigate to the “Manage Users” tab under

Administration Setup. Click on “Profiles”. The SFDC Administrator must create a new custom profile.

You will be prompted to clone the profile from an existing profile, and then must select a name for this

new custom profile.

This new custom profile will then inherit the permissions from the parent profile, and can therefore be

successfully modified as required by the Mindjet Deal Navigator deployment process.

This process must be repeated for every profile assigned to a user who will access and use Mindjet Deal

Navigator.

2. Assign the appropriate custom profiles to each specific Salesforce user that is to have access and use of of Mindjet Deal Navigator.

3. Read Permission Setup for Account and Contact Entity Fields for Mindjet Deal Navigator Use Mindjet Deal Navigator functions properly with read access to specific Salesforce.com fields of different record types. Please select “Setup” and then under “Administration Setup” select “Security Controls”. Once this section is open, please select the “Field Accessibility Option”. Account Select “Account” from the presented list of records for which you would like to view field accessibility. Under the Account “view” options, select “View by Profiles” so that you can then select a profile and view a table of field accessibility for different record types. Please choose the “System Administrator” profile to then view this table, and click on the Field Access column value for “Account Number”. Set the Field-Level Security to “Visible” and then hit “Save”. You should repeat this step for the “Account



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Site” field. Click on the “View by Profiles” link under the Account field accessibility header, and then select the custom profile(s) that you have defined above for your Deal Navigator users. Set the Field-Level security setting for both “Account Number” and “Account Site” to “Visible” as well, and then hit “Save”. Contact Under Security Controls | Field Accessibility, select “Contact” from the presented list of records for viewing field level accessibility. Under the Contact “view” options, select “View by Profiles”. For both the “System Administrator” and “Deal Navigator User” profiles, click on the Field Access column for “Title” and perform the same field level security update to “Visible” as you have for the Account records noted above. IMPORTANT NOTE: If an “Insufficient Privileges” error appears in invoking Mindjet Deal Navigator post-deployment, please verify that the required Salesforce object record type fields have read access level values defined for them for the custom profiles assigned to your Mindjet Deal Navigator users. Appendix A in this guide lists these object record types and their respective underlying fields.

4. Direct your browser to the following url:

https://sites.secure.force.com/appexchange/listingDetail?listingId=a0N30000001wqutEAA

https://sites.secure.force.com/appexchange/listingDetail?listingId=a0N30000001wqutEAA



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5. Click on the ‘Get it Now’ button.



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6. You will then be prompted to answer the following questions to answer for your installation:

a. Do you have a Salesforce account?

b. Are you a Salesforce administrator?

c. Where would you like to install this application?

7. Chose the appropriate environment for your testing.

8. If you select Sandbox, then please complete the form to ensure usage and performance information is

shared with Mindjet and SFDC.

If you select Production, then you will be prompted to provide your standard Administrator logon.

SandBox Logon Prompt



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Production Logon Prompt



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9. Upon logging in, you will then be routed to an AppExchange “Confirm Installation” page. Please review

the Installation instructions, check the box to indicate that you agree to the Terms & Conditions, and then

select “Install”.

AppExchange Confirm Installation Page



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10. To protect your Account, you will then be prompted by Salesforce to verify your administration password. Please enter your password, and hit the “Submit” button.

Password Re-verification for Account Protection



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11. Salesforce will then display a first confirmation screen for the deployment along with some additional

details on the Mindjet Deal Navigator package. Please select the “Continue” button to proceed.

Mindjet Deal Navigator: Package Installation Details



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Confirmation of API Access Provision to Mindjet

12. The Installation process now displays the forms of access that the components of Mindjet Deal Navigator

will have to defined Salesforce objects via the API. Please note that this access will still be constrained by

the user’s profile, as it is defined within Salesforce Admin Setup.

In addition to access to standard objects, Mindjet Deal Navigator will also have access to all of the custom

objects that you have defined within your organization.

After reviewing these permissions, please select the “Next” button to continue the installation process.



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As part of the Salesforce package installer, please specify “Select Security Settings” to define these

settings for your installation of Mindjet Deal Navigator.

Mindjet Deal Navigator: Security Level Definition for User Profiles

The “Select Security Levels” security option will provide several potential “Access Level” assignment values

for your organization’s custom profiles. For those custom profiles that you will assign to users of Mindjet

Deal Navigator, select “Full Access” to ensure that these users have unrestricted access to all features and

operations inside Mindjet Deal Navigator, regardless of whether or not one of these users owns an

Account they are viewing. After specifying the access levels for these profiles, select “Next” to continue

the installation process.



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13. Please follow the ensuing prompts to install the package. A notification message is automatically

provided to you once the install is completed.

Mindjet recommends that you click the “Ignore Apex test failures” box before selecting “Install”.

Package Installation



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14. Click the “Deploy Now” option for the package. Once you select this option, the package for the

application will now be deployed.

Installation Complete Confirmation



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15. Click “Deploy” on the Deploy Package screen below:

Deploy Package Confirmation Page



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16. Once the deployment is completed, Salesforce will display a page with the details of the deployed Mindjet Deal Navigator package.



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Deployed Mindjet Deal Navigator Package Details Summary

17. The SFDC administrator must then return to Setup | Manage Users | Profiles and open the recently

created custom profile. From here this individual should scroll to the bottom to the Visualforce Page, and

click “Edit”.

From here, each of the objects under “Available Visualforce Pages” MUST be added to the column

“Enabled Visualforce Pages”. Please enter “Save” to then commit all of these Visualforce page

assignments.

NOTE: This step MUST be repeated for all of the Custom Profiles that the Administrator has created and

intends to allow for assignment to users of Mindjet Deal Navigator.



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Visualforce Page Access Setup

18. Update your specific Salesforce page layouts where Mindjet Deal Navigator will be made available to your

Users.



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Mindjet Deal Navigator may be made available to users from an Account, Opportunity or Contact page

layout respectively for your Salesforce organization.

For example, under Salesforce Setup, navigate to “Setup|App Setup|Customize|Account|Page Layouts”,

and select a Page Layout that you want to customize.

Account Page Layout Summary Screen

You can deploy the Visualforce control in three different ways:

a. As a Custom Button

b. As a Custom Link

c. As an item embedded directly in the Mindjet’s Visualforce Page within the page layout.



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Button Insertion of Mindjet Deal Navigator into the Account Details Layout Page



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Custom Link Insertion of Mindjet Deal Navigator into the Account Details Layout Page



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Visualforce Page Insertion of Mindjet Deal Navigator into the Account Details Layout Page

In case you add the Visualforce control directly to the page layout, you should allow a container space

that is at least 400px high and distributed on only one column.

IMPORTANT NOTE: Mindjet Deal Navigator does not currently support the use of a Visualforce Page

insertion if your organization’s users have Microsoft Internet Explorer as their browser. Please use either

the Button or the Custom Link insertion method for your page layouts if this is the case.

Click “Save” to commit your page layout changes.



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You may repeat this same set of steps for your Opportunity and Contact page layouts.

19. License Management: Assignment of Deal Navigator Licenses to Specific Users As a default for trials, Mindjet allocates 100 trial user licenses to you for the use of Mindjet Deal Navigator. In order for individual users to have access to the trial, you will need to follow the instructions below to add these users to your Mindjet Deal Navigator package. If you require more than the allotted 100 trial user licenses granted to you, or would like to purchase non-trial licenses, please contact Mindjet at 1 (877) MINDJET. License Assignment Management Click “Setup”, and then select “Deploy” under the “App Setup” header. Click on “View Installed Packages” to see the installed Mindjet Deal Navigator package.

Installed Packages for License Management For the Mindjet Deal Navigator package, select the “Manage Licenses” action to navigate to the Package Details page in which you can add or remove users from your license set. Salesforce notes the number of used licenses as you either add or remove users for the Mindjet Deal Navigator package. NOTE: To assign licenses for a package, you must have access to the package and at least one available license.



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Licensed User Assignment & Removal NOTE: If you either purchased a site license or the Mindjet Deal Navigator package is not licensed, then Salesforce.com automatically assigns licenses to all of your users. In this case, the ability to manage licenses is not available. Your users can use the Mindjet Deal Navigator application as long as you have assigned the appropriate profiles and permissions to them.

20. Mindjet Control Panel: Favor Field Setup Mindjet Deal Navigator includes a Control Panel that you use to set up specific attributes, their values, and associated icons that you can then select for assignment to account contacts within the application. The Control Panel also allows you to specify how you would like the layout structure of your org chart to appear. Select the ”All Tabs” option on the right side of the Salesforce tab menu. Then select “Deal Navigator Control Panel” from the available tab options that are shown.



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Salesforce Tab Menu Favor Field Definition and Icon Assignments Within the Mindjet Control Panel, please select the Favor Field. The Favor field is a way to enable the marking of contacts within the Org Chart with values and associated icons consistent with your sales methodology.



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NOTE: This field can be any one that you define within the Contact Object with a data type of “Picklist”. We have provided one called “Disposition” for your convenience as part of the Mindjet Deal Navigator package installation, but you may decide to use whatever field makes sense for your object model and sales methodology. The Label of this field is then used to identify the toolbar submenu for these icons within Mindjet Deal Navigator.

Mindjet Control Panel To configure the icon/field value association in the Control Panel, select a value listed on the left-hand side of the control panel, and then select an icon on the right that you want to associate with this value. The Control Panel will update each value with the associated icon. Continue with this icon selection process for all of the field values. Layout Controls



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The Mindjet Control Panel provides an option for layout control of the org charts generated by Mindjet Deal Navigator. These two options are:

Enable a horizontal layout for the top tier level of the org chart. The underlying tiers of the org chart will then render left to right as the user clicks to open up these branches, in tree style.

Enable a horizontal layout for the top two tiers of the org chart, rather than just the first one. 3rd levels and below of the org chart will render when opened left to right in tree style. Select the layout control option that you prefer, and then select “Save” to commit both your Favor Field definitions and overall org chart layout control selection.

21. Assignment of “External”, “Disposition” and “Tags” Fields to Contacts Page Layouts (Optional) Mindjet Deal Navigator 2.3 provides three attribute settings that you can assign to contacts within the application: External: External allows for the designation of a contact as being outside of the formal account organization. Disposition: Disposition enables a user to note the current disposition temperature of a specific contact towards the prospective seller. Tags: Tags for Mindjet Deal Navigator 2.3 is an action a user can take to tag a specific contact as relevant for inclusion in the org chart view. Mindjet Deal Navigator ensures that all “external”, “disposition” and “tags” value assignments within the application are stored within Salesforce as part of the underlying record for that contact. An administrator can update the relevant Contact page layouts within Salesforce so that these three Contact attributes and the values assigned to them are shown within the Salesforce Contact Form. From under Salesforce Setup, please navigate to “Setup|App Setup|Contacts|Account|Page Layout”. Select “Edit” for the first Contact Page Layout to which you want to add these fields.



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Contact Page Layout Within the Contact Layout screen, select “Fields” from the upper left toolbar. Buttons for “Disposition”, “External” and “Tags” will appear on the right side. Select this button for the field attribute that you want to add, and then drag it to the position on the page where you would like this field to be located. Hit the “Save” button at the top of the page to commit these layout updates.



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Contact Layout Form IMPORTANT NOTE: Ensure Field-Level Security for These Added Fields As the administrator, you will need to ensure that you have defined the proper field level security settings for the “Disposition”, “External” and “Tags” fields for the profiles you have assigned to your Mindjet Deal Navigator Users. Navigate to “Administration Setup |Manage Users | Profiles”, and the select the first of these Mindjet Deal Navigator user profiles. Under “Field-Level Security” for this profile, select “View” for “Contact” within the Standard Field-Level Security Section. If needed, edit this Contact Field-Level Security form for this profile, and set “External” and/or “Disposition” and/or “Tags” to “Visible”. Then hit “Save” to commit these profile updates. You need to verify that the Field Level Security settings on these fields are set this way for all of the profiles that you have assigned to your Mindjet Deal Navigator users.



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Contact Field-Level Security for Mindjet Deal Navigator Profile

22. Enable Full Permissions for Deal Navigator Custom Objects For each of your Mindjet Deal Navigator user profiles, you will also need to verify that all of the custom objects provided by this application have all of their basic access permissions enabled. Navigate to the “Custom Objects Permissions” section for each profile, and verify that the following Mindjet Deal Navigator objects have all of their basic access permissions enabled: Boundaries; Callouts and Relationships. If they do not, then edit these profiles to check select all of the unselected “Basic Access” permissions, and then select “Save” to commit these updates.

23. IMPORTANT: Additional Required Step for Customers Upgrading from Mindjet Deal Navigator 1.1 to 2.0 Existing clients on Mindjet Deal Navigator 1.1 must run one more step to ensure that key Deal Navigator



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org chart elements such as “boundaries” are moved over seamlessly into your 2.3 deployment. Please select the “All Tabs” “+” or “>”option from the upper toolbar of Salesforce, and then select “Deal Navigator Control Panel as your tab selection. Under section entitled “Migration”, click the link entitled “Migration from 1.1 to 2.0”. Once prompted, click the “Begin Migration” button. Once this step completes you will receive a confirmation message indicating that the migration of these elements from Mindjet Deal Navigator 1.1 is complete.



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Mindjet Deal Navigator 1.1 to 2.0 Migration Script Prompt

Congratulations! Your organization’s sales team members are now ready to use Mindjet Deal Navigator through their assigned Salesforce user accounts!



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Appendix A: Field Level Accessibility Settings for Mindjet Deal Navigator

Mindjet Deal Navigator 2.3 functions properly with read access to specific Salesforce.com fields of different record

types.

Under Administration Setup | Security Controls |Field Accessibility, you can verify that the following record types

and their underlying fields provide read access for the System Administrator, and for all profiles assigned to

Mindjet Deal Navigator users. For your Mindjet Deal Navigator user profiles, the field-level security access to the

fields of these record type objects should be set to one of the following two values for read access:

Visible: User can view and edit the field

Visible and Read-Only: User can view but not edit the field

Record Type Field

Account

Account Number

Account Site

Account Type

Billing City

Billing State

Billing Country

Id

Industry

Name

ParentId (Used to generate the

account hierarchy)

Tags (Custom Mindjet Deal

Navigator Field)

Contact

Id

AccountId

Reports To

External (Mindjet Deal Navigator

Custom Field)

Tags (Mindjet Deal Navigator



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Record Type Field

Custom Field

First Name

Last Name

Title

Email

Phone

Department

Mailing City

Mailing State

Mailing Country

Disposition Field (Depends upon

your Favor Field Settings)

Opportunities

ID

Account ID

Amount

Close Date

Forecast Category

Name

Type

Probability

Stage Name

Is Closed

Is Won

Record Types Requiring “Read and Write Access” for Mindjet Deal Navigator

Mindjet Deal Navigator also requires the ability read and write the custom fields of the record type “User”,

supporting a user’s option to suppress certain Help messages from the application.

Under Administration Setup | Security Controls |Field Accessibility you can verify that the fields under record type

“User” are set to “Visible”.



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Appendix B

Package Components

Type Name Parent Object

Apex Class BaseController_mav

BaseController_mindjet

CommunicationMap

JSONCommunicator

CommController

JSONObject

Mindjet_ControlPanel_Controller

Mindjet_OrgChart_Controller

PrefixMgr

Apex Triggers deleteContactsRelationshipsCallouts Contact

deleteRelationshipsCallouts Relationship

Custom Object Boundary

MindjetAdmin

Relationship

Callout

Inserted Objects

Custom Field Account Boundary2

Account ViewState

Account Callout

Active Filters ViewState

CVSConfig MindjetAdmin

Contact ViewState

Contact Boundary2

Contact Callout

Contact Boundary

Context ID ViewState



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Disposition Contact

Expanded Objects ViewState

External Contact

Favor Field Name MindjetAdmin

Favor Available Icons MindjetAdmin

Favor Field MindjetAdmin

Favor Icons MindjetAdmin

Fill Color Boundary2

Fill Color Boundary

Hide DealNav Tip: ”Export as Image” User

Hide DealNav Tip: “Getting Started” User

Inserted Objects Context Id

Inserted Objects Object Id

Inserted Objects Object Type

Inserted Objects Owner

Migrated to 2.3 Boundary

Opportunity ViewState

Owner ViewState

Primary Contact Relationship

Secondary Contact Relationship

Selected Objects ViewState

Tags Contact

Tags Account

Tags Callout

VisualForce Pages MJ Comm

MJ FileUpload

Mindjet FlashProblem

Mindjet Migration 11 20

Mindjet OrgChart

Mindjet OrgChartFormContainer

Mindjet OrgChart Contact

Mindjet OrgChart Controller

Mindjet OrgChart Opportunity



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Mindjet View Account

Mmwtest2return

Page Layout Boundary Layout Boundary

Boundary2 Layout Boundary2

Callout Layout Callout

MindjetAdmin Layout MindjetAdmin

Relationship Layout Relationship

ViewState Layout ViewState

Buttons or Links Mindjet_Deal_Navigator Contact

Mindjet_Deal_Navigator Account

Mindjet_Deal_Navigator Opportunity

Mindjet_Org_Chart Opportunity

Mindjet_Org_Chart Contact

Mindjet_Org_Chart Account

Tab Deal Navigator_Control_Panel

Documents

Mindjet Deal Navigatordownload.mindjet.com/static/pdf/eng/installation_deal...IMPORTANT NOTES: The Salesforce Spring 2010 release introduced enhanced security capabilities for custom