Salesforce Classic RemodelerGo Setup Guide

Any improveit 360 Classic users that would like to use the new RemodelerGo application will need to be on a Profile that has applied Page Layouts for Objects in the Life-of-a-Lead process. The User will also need to have Permissions added to their User Profile, or a Permission Set created and assigned which include the appropriate Permissions.

This 13-minute video and written guide will explain how to enable the Profile settings for your Users and set the Page Layout each Profile will view from the RemodelerGo app. Only System Administrator Users will be able to complete these steps. Be sure to read all the way to the end! There is a crucial last step which must be completed from the RemodelerGo App.

 

Step 1: Set Profile Permissions

A Salesforce user has permissions on what objects, fields and capabilities they have access to. When signing into a Salesforce org with a Profile with limited permissions (such as a user with a Mobile Only Profile and not a Power User Profile), the Profile will need at least the following Salesforce Profile Settings enabled:

 

Next, check the Profile's native Salesforce Object Permissions. Be sure the User has View All permissions on the Documents object. 

Native Object	Read	Create	Edit	Delete	View All	Modify All
Documents	✅				✅

 

Finally, Set Field Level Security for the following new Object fields on the User's Profile:

Be sure that anyone using RemodelerGo has Read/Write access to these fields:

Prospect
-i360__Correspondence_Name__c

Appointment

-i360__Confirmed_On__c
Sale
-i360__Payment_Link_Phone__c
-i360__Payment_Processed_On__c
-i360__PaySimple_Import_Payload__c
-i360__Send_Email_with_Payment_link__c
-i360__Send_Text_with_Payment_Link__c

Scroll down to the Custom Field Level Security section on the Profile. Then click View next to Prospect and Sale. 

Grant Read Access to the Correspondence Name field: 

Next go to the Sale object Field Level Security on the following: 

 Be sure to Grant Read and Edit Access to the following Fields: 

This ensures that Users with this Profile can send Payment Links requesting a payment from the Prospect. 

 

 

Note: The RemodelerGo Permission Set carries the Object Permissions shown above as well as View All permissions on Staff and Product. If you have unique Sharing setup in your system around Products, Staff Account Transactions or Staff, we do not recommend using the RemodelerGo Permission Set, and instead you should apply the above Permissions to the User's Profile or create your own Permission Set with these Permissions to assign to your Users. 

 

Step 2: Define Fields in the Page Layout  

The RemodelerGo mobile app uses managed Page Layouts. Any fields your team needs to see from the mobile app will need to be added to the Page Layout on each Object, to be reflected in RemodelerGo.

You will need to repeat this process for all of the following Object Layouts: 

1. 1. Appointments
   2. Marketing Opportunities
   3. Project Activities
      • NOTE: You will also need to ensure "Activity Type" is added to the RemodelerGo Page Layout and the "Type" field is removed.
   4. Projects
   5. Prospects
   6. Quote Items
   7. Quotes
   8. Receipts & Adjustments
   9. Sales
   10. Staff

System Admin Tips and Tricks: Use a different Page Layout to restrict Users from seeing sensitive data. Only add sensitive Fields to Page Layouts applied to Admins and Leadership. You can Clone the RemodelerGo Page Layout and adjust the fields you want to be visible for other user Profiles. 

Navigate to the Objects menu. Select the Object where your Custom Fields reside. In this example I will use the Appointment object. On the object, scroll down to the Page Layouts section and click Edit next to the RemodelerGo Page Layout. 

Drag and Drop the fields you'd like to be visible from the RemodelerGo app into the Page Layout and section where you'd like it to appear. They will appear on an iPhone in order of the left column first, then below those, the fields from the right column. If using RemodelerGo on a Tablet, they will appear in a 2-column Layout as shown in the Page Layout preview. 

Click Save when you have all the fields in the RemodelerGo Page Layout. 

 

Step 3: Assign the Page Layout to your User's Profiles 

Next, you will need to apply this Page Layout to all Profiles who are using RemodelerGo to see the custom fields.

Click the Admin's Username in the upper-right corner of the screen, click Setup from resulting dropdown. 

On the left sidebar, click the (>) arrow next to Manage Users to expand the Manage Users menu. Click on Users.

Click on the Profile for the user that would like to use the mobile application.

In the Custom Object Layouts section, below each of the following Objects, click View Assignment 

Click the Edit Assignment button 

From the Page Layout To Use picklist at the top, Select RemodelerGo then click Save.

You will need to repeat this process for all of the following Object Layouts: 

1. 1. Appointments
      • If your company results more than one Product Category, be sure to add "Result 1", "Result 2", "Result 3" and "Result Detail 1", "Result Detail 2" and "Result Detail 3" to the Page Layout. You may also need to adjust the Picklist Values within these fields to match the Results your company uses currently. 
   2. Marketing Opportunities
   3. Project Activities
      • NOTE: You will also need to ensure "Activity Type" is added to the RemodelerGo Page Layout and the "Type" field is removed.
   4. Projects
   5. Prospects
   6. Quote Items
   7. Quotes
   8. Receipts & Adjustments
   9. Sales
   10. Staff

You can also set the Page Layout Assignment from the Objects menu (in this example we're using Appointment object) scroll down to the Page Layouts menu and click Page Layout Assignment. 

Here you can select by clicking each of the User Profiles which need to have the new Page Layout assigned. 

Then select the new RemodelerGo page layout from the Page Layout To Use picklist field. 

Before you click Save, you will see the changes visibly and can confirm that each Profile has been assigned the correct Page Layout. 

Remember to repeat this process for each of the following Object's Page Layouts: 

1. Appointments
2. Marketing Opportunities
3. Project Activities
   • NOTE: You will also need to ensure "Activity Type" is added to the RemodelerGo Page Layout and the "Type" field is removed.
4. Projects
5. Prospects
6. Quote Items
7. Quotes
8. Receipts & Adjustments
9. Sales
10. Staff

 

Step 4: Crucial Last step!

In the RemodelerGo application, instruct your Users to go to the side Navigation pane:

Then go to Settings 

 

Tap the Reload Company Settings button to fetch the newly created and assigned Page Layouts.

NOTE: Anytime the Admin User makes changes to the desktop settings related to RemodelerGo, Users will need to Reload Company Settings on the App. 

 

 

Additional Resources Below

How to View All Calendars on RemodelerGo

How to Apply a Permission Set to a User or Multiple Users