How to Create Matrix Templates for Other Object Types

The ARPEDIO Matrix supports Accounts and Opportunities out of the box. To use it on other standard or custom Salesforce objects, a manual configuration is required. Follow the steps below to prepare an object for Matrix template use.

Overview of Required Steps

1. Create a custom lookup field for the Matrix score on the object
2. Assign the custom field to a permission set
3. Ensure Activities are enabled on the object
4. Optionally, create Visualforce pages to display the Matrix assessment on the object record page

Step 1: Create a Custom Lookup Field on the Object

1. In Setup, open Object Manager and select the object you want to configure. For a custom object, select it from the list or create a new one.
2. Click Fields & Relationships in the left menu, then click New.
3. Select Lookup Relationship as the data type and click Next.
4. In the Related To field, select ARPEDIO StakeholderMap and click Next.
5. Enter CurrentARPEDIOMatrix as the Field Name, written as one word with no spaces, then click Next.
6. Set the field as visible to all user profiles and click Next.
7. Remove the indicator for adding the field to the page layout and click Next.
8. Remove the indicator for the StakeholderMap page layout and click Save.

Step 2: Assign the Custom Field to a Permission Set

1. In Setup, navigate to Permission Sets and open the permission set you want to update, for example ARPEDIO Matrix User. You can extend an existing permission set or create a new one.
2. Click Object Settings.
3. Find and select the object you configured in Step 1, then click Edit.
4. Mark the ARPEDIO StakeholderMap field permissions for both Read and Edit.
5. Click Save.

Step 3: Enable Activities on the Object

Creating tasks while mapping stakeholders is a core part of the ARPEDIO Matrix workflow. The object being assessed must have Activities enabled for this to work.

1. In Setup, open Object Manager and select the relevant object.
2. In the Optional Features section, confirm that Allow Activities is checked.

Step 4: Create Visualforce Pages (Optional)

To display the Matrix Assessment directly on the object record page, Visualforce pages need to be created and configured.