Admin Guide - Initial Setup & Configuration - Adding DMM to Page Layouts

Dynamic Milestone Manager: Admin Initial Setup Steps

Add “Milestones”field  to Global Action Layouts

• Go to Setup > Global Actions

• • Edit the layout for:

    • Event

    • Task

    • Log a Call

  • • Add the “Milestones” field to each layout

    • Save each layout
      
      

Add “Milestones” field to Object Page Layouts

• Go to Setup > Object Manager

• Search for “Event” and select Event Layout

• Drag the “Milestone” field into the layout

• Save

• Search for “Task” and select Task Layout

• Drag the “Milestone” field into the layout

• Save
  
  

• Search for “Email Message” and select Email Message Layout

• Drag the “Milestone” field into the layout

• Save
  
  

Set Up High-Value Keywords 

• Go to Setup > Custom Metadata Types  or  Click Here for Video

  • Click Manage Records next to Activity Tracker Setting

  • Edit and input comma-separated keywords. Activities, where the “Subject” field contains any of these keywords will be be counted as “High Value Activities” in the Activity Tracker

  • Save 

Click on Edit

Add your high value phrases to the field labeled "Define High Value Activities

• • To ensure "Phone Calls" are accurately tracked in Activity Tracker:

    • Go to Custom Metadata Types

    • Click Manage Records next to Phone Call Tracking

    • Edit and enter comma-separated keywords (ex. phone, talked, called, etc. ) Activities, where the “Subject” field contains any of these keywords will be be counted as “Calls” in the Activity Tracker

    • Save

Adding Dynamic Milestone Manager & Activity Tracker Components to Lightning Pages

• For each desired page layout, navigate to any record where you want to add the components

• Click the Setup Gear (top right navigation) > Click on “Edit Page”

• In the left panel, search for Dynamic Milestone Manager

• 
  

• Drag it into the second-largest section (wide column, not full-width or sidebar)

• In the same left navigation, scroll down to Custom - Managed to find Activity Tracker

• Drag Activity Tracker into a sidebar or mid-size section

• Save the page and activate if needed

Tips for Adding DMM to Lightning Page Layouts

• Dynamic Milestone Manager should go in a mid-to-large region—not full-width, not sidebar

• Activity Tracker can go in a sidebar or secondary region

• Feel free to experiment with placement to see what fits your workflow

Option 1

Option 2

Not a good option