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Advice and answers from the Restaurantology Team

In the final step of implementing Restaurantology in Salesforce, we will focus on the post-install configurations that are essential for optimizing user access and interaction with Restaurantology data. This step involves updating user permissions and page layouts to ensure seamless integration and utilization of the latest Restaurantology market intelligence data.


[01] Update user permissions

To ensure all users have the appropriate access to view and manipulate Restaurantology data, it is crucial to update user permissions. Consider the following steps:

  • Review User Profiles: Evaluate the existing user profiles in your Salesforce organization. Identify the profiles that require access to Restaurantology data and functionalities.
  • Set Object and Field Permissions: Grant read, create, edit, or delete permissions for relevant objects and fields within the Restaurantology managed package. Adjust permissions based on user roles and responsibilities.
  • Manage Record and Data Permissions: Define record-level and data-level permissions to determine the level of access users should have to Restaurantology data. Regularly review and refine these permissions as needed.

By updating user permissions, you ensure that each user has the appropriate level of access to Restaurantology data and can effectively utilize the features and functionalities of the managed package.

[02] Update Account page layouts

To enable users to interact with the latest Restaurantology market intelligence data, it is important to update relevant Account page layouts. Follow these steps:

  • Identify Relevant Page Layouts: Determine the Account page layouts where Restaurantology data should be displayed. Consider the layouts used by users who will benefit from accessing and leveraging the market intelligence information.
  • Customize Page Layouts: Modify the selected page layouts to incorporate custom fields, reports, subtabs, and Visualforce pages provided by Restaurantology. Arrange the components in a logical and intuitive manner to enhance user experience.
  • Validate and Publish Layouts: Test the updated page layouts to ensure the Restaurantology components are displayed correctly. Once validated, publish the layouts for users to access.

Tip: Consider leveraging Salesforce’s page layout editor or Lightning App Builder to easily modify the Account page layout(s).

Recommended Account page layout

Restaurantology recommends existing Account page layouts are updated with 4 key items: a dedicated tab, an integrated report, a custom Visualforce widget, and historical logs.

Compartmentalize Restaurantology’s monthly data with its own Account sub-tab.

Create visual depictions of month-over-month data for users to review and consume quickly and easily.

Add custom Visualforce widgets to highlight frequency and accuracy. Control data mappings without code.

Access historical RestaurantologyLog records to see unit trends, key technology changes, and more.

Here’s an example of a Salesforce Account page layout customized to include various Restaurantology insights:


Steps to reproduce

  1. Create a dedicated subtab for Restaurantology on your Account page layout, and give it a custom label. Then:
    1. Add the “Restaurantology Unit Trend over Time” Salesforce Report to the new dedicated tab, and configure it to filter by “Account Name: Account ID”.
    2. Add a Dynamic Related List: Single for RestaurantologyLogs below the aforementioned report. Recommended visible columns are: RestaurantologyLog Name, Intelligible Date Index, Restaurantology Target TAM, Restaurantology Target TAM Last Update, and Restaurantology Is Managed. Sort by Intelligible Date index, descending.
  2. Add a Visualforce component for R0_AccountBox. Optionally, give it a label such as “Restaurantology Insights”. Note that this component can be customized by admins here: Restaurantology App > Setup for Admins and Experts > Settings & Maintenance > Appearance

Troubleshooting: Admins should be sure to enable the custom Restaurantology Visualforce Page by navigating to Setup > Visualforce Pages, finding the R0_AccountBox element, clicking edit, and then enabling “Available for Lightning Experience, Experience Builder sites, and the mobile app”.

Activating custom Visualforce component for Lightning Experience