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Confidential. Material in this presentation is Copyright © 2019 Fingertip Ltd. All Rights Reserved. Protected in part by copyright, patent and trademark and other law.
Joe AhoProduct Manager
Trial GuideApril 2020
Thank you for your interest in Fingertip!
This guide helps you get started with the Fingertip 30-day trial.
You don’t need to have an existing Salesforce environment to get started with Fingertip. The Fingertip trial creates a new Salesforce environment for you.
If you have an existing Salesforce environment, you can install Fingertip directly there by installing it from Salesforce AppExchange.
If you have currently waiting for your Trial credentials and just want to continue with the instructions, jump to here.
Let’s get started!
Fingertip is a leadership solution for modern organizations for better decision making.
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Gamified workspace encourages for open dialogue, raising ideas and continuous learning. Fun way to work!
360 degree planning connects teams and secures cross-functional alignment. Plans live together!
Initiate and execute tasks in a team and individual level while enjoying the visible time management. Never loose the track!
Collaboration & communication platform facilitates organization’s decision making, planning and execution in a visible and result-driven way.
Innovate togetherDigitalize the core process of the organization and become a better decision maker.
Cascaded objectives together with online measures of effectiveness and efficiency keep the focus on right track. Measure the success!
Engage people and assign RACI-roles & decision authority. Some one is always accountable!
Achieve together
Decide together
Deliver together
Progress together
Plan together
Accountability
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Real-time online desktop and mobile view of all decisions in one
place
Documentation with easy searchability and audit trail
All discussions linked and in context
Ideation, collaboration, learning –during and between meetings
Real-time view into operations
Fast approvals of urgent issues and their follow-up
Compliance meeting, work and self-evaluations.
Decision Quality
Digitized annual clock and compliance processes
results in cadence
Employee onboarding package and tasks Shared platform for
Compliance, Business and Leadership Team
V
Digitized meeting agenda / instant hand-over of actions and follow-up
What You Get…
Documented,Transparent,
Accountable,and CollaborativeDecision Making.
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22Cost Savingsin decision
making
%
30%Less
Reporting
3BetterQuality
Decisions
8 FasterClock Speed
Fingertip – Business LeadershipGet things decided and delivered with excellence
Efficient digital decision making, planning and execution
Documents and creates audit trail
Streamlines everyday business decisions and corporate governance
Scales from small to large organizations
Deploys in minutes
Works also standalone without Salesforce
Wide integration possibilities
Onboarding Programs contribute to adoption
Decisions
Plans
Opportunities
Products
Leads
Sales cloud
Campaigns
Fingertip is built on the powerful Salesforce Platform
Objectives
Chatter
Tasks
Accounts
Contacts
Files
Dashboards
PeopleFingertip License
Each Fingertip license includes an embedded Salesforce.com platform license. Including Chatter, Tasks, Accounts, Contacts, Dashboards, Reports.
Please note that Leads, Opportunities or Products are not included in the Fingertip license.
Service cloudMarketing cloud
Cases
Custom
The benefits of the Salesforce Ecosystem
How things fit together in Fingertip and Salesforce
Performance at scale — Our product meets the needs of large customers because it’s built on top of a rock-solid platform.
Enterprise compliance — All of our product’s ingredients were made for enterprise computing.
Automatic upgrades — Software as a service means upgrades happen seamlessly, without disrupting customer business.
Unbreakable customizations — Our product’s extensions to the platform are also seamless. Everything just feels right.
Multitenant infrastructure — You get the architecture of the platform for free, with all of its benefits.
Trusted security — Salesforce works hard to earn the trust of its customers, and we make the same promise to protect their data.
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As a Salesforce AppExchange Partner, our application has many benefits…
Installation Steps Chart 10
1. Getting Fingertip
2. Existing Organization 2. Standalone Trial
3. AppExchange 3. Installation URL 3. AppExchange 3. Trial from Fingertip website
4. Post Install Configuration
5. Add Users
How Fingertip can be installed
Production or Sandbox
Table of ContentsNavigate to a page by clicking on the title
Return to this page by pressing on the small arrow icon on the left corner.
1. Trial from Fingertip website
2. Trial from Salesforce AppExchange
1. Login Instructions
2. User Interface Cheatsheets
3. Adding Users
4. Adding Groups
5. FAQ & Support
1. Starting a Fingertip Trial5-10 minutes
Before you start
No requirements, fill your information and get started
Free and no Salesforce organization or licenses needed
Up to 10 minutes to complete creating your Fingertip trial environment
What you get:
1 admin + 30 user licenses
30-days of free use
Fully functional Fingertip experience
Salesforce environment
There’s two ways to get the trial:
Fingertip Website
Salesforce AppExchange
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Taking the Fingertip trial is a fast process. You can be using Fingertip in less than 10 minutes!
Time required:
Trial from Fingertip Website
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Start your new Fingertip Trial 16
The easiest way to get access to Fingertip starts from: http://www.fingertip.org/trial or click Get Started from the main site. Once you are there:
• Enter your details. The email will be used to send you the login credentials so be sure to use a valid email.
• Press SUBMIT.2
1
1
2
Wait for email with credentials 17
You will receive your login credentials shortly in the email address you provided.
Check your email. You will first receive a welcome message from our founder Jaakko Pellosniemi and later the login credentials from [email protected].
Login Information Email 18
You will receive a email like shown on the left from [email protected]. It contains your Username to the organization and a link for logging in.
After you click the link you will need to set your password.
Set your Password 19
First off you need to set yourself a password. Follow the instructions on the page and press Change Password.
That’s it! Welcome to Fingertip!
Next we’ll guide through your first steps in Fingertip.
Trial from Salesforce Appexchange
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Install from the AppExchange website 22
Start by going into AppExchange:https://appexchange.salesforce.com/
Then follow these steps to install Fingertip:
• Search for Fingertip. Select the Fingertip App from the list to navigate to the page shown on the left.
• Press the green ”Get It Now” button
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2
2
1
Select an installation option 23
Now you can choose to either login with your Salesforce credentials (you have to be admin in the organization) or continue as a guest. Select option A to install as a guest.
• If you don’t have a Salesforce org or login yet, select I don’t have a login and follow the instructions to install as a standalone trial. You will need to create a Salesforce user account.
• Select Log in to the AppExchange if you want to install Fingertip to your current Salesforce organization or if you happen to have the Salesforce credentials already.
B
B
A A
Select an installation option 24
Once you have logged in you can select where to install the package. If you are using a Sandbox org for testing you should install there first. The process is the same, so for demonstration purposes we will continue with option A, Install in Production.
• Select Install in Production to install in an existing Salesforce org.
• You can select Install in Sandbox if you want to test the Fingertip app in a copy environment before deploying it to production. Read more about installing Fingertip in Sandboxes here.
• Select Install in Trial, if you want to take a standalone trial. Follow the instructions in Trial guide.
B
A
B
CC
A
Select an installation option 25
Here you can select the installation option. Select the option A to proceed with the standalone trial.
• Select I don’t have a login to take a standalone trial.
• You can select Log in to the AppExchange if you want to install Fingertip to an existing Salesforce organization (also for sandboxes). The process is explained in the Installing the Fingertip App section of the guide.
B
A B A
Enter your user details 26
Here you need to fill a form to enter your user details.
• Enter your details. The email will be used to send you the Welcome message with the credentials so be sure to use a valid email. The Username should be in form of an email, for example [email protected].
• After you are done, press Start Free Trial.
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1
1
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Wait for email with credentials 27
You will receive your login credentials shortly in the email address you provided.
Check your email. You will receive a welcome message from our founder Jaakko Pellosniemi and later the credentials from [email protected].
Login Information Email 28
You will receive a email like shown on the left from [email protected]. It contains your Username to the organization and a link for logging in.
After you click the link you will need to set your password.
Set your Password 29
First off you need to set yourself a password. Follow the instructions on the page and press Change Password.
That’s it! Welcome to Fingertip!
Next we’ll guide through your first steps in Fingertip.
2. Start using Fingertip10-30 minutes
Navigating the Fingertip Home Page 31
Main Navigation Bar Access all the Fingertip objects: Decisions, Plans, Tasks, Chatter and more.
Global SearchSearch for any item within your Fingertip environment.
Fingertip HelpIf you have any questions, seek answers from our Help portal or ask us on our LiveChat.
Work QueueYour pending work appears here based on the record’s due date.
ChatterSee the most recent discussion from your organization.
GamificationGet points based on your actions in Fingertip and follow your rank on the leaderboard.
PlansGather items together for larger concepts or structured processes.
DecisionsDocument and follow the whole lifecycle of decision making.
Utility barEasily access your recent items, write notes or watch help videos from our website.
Step by step example: Creating a meeting agenda 32
This example will go through building a Meeting agenda with Fingertip Plan, step by step. The plan will contain a decision, a task, process and timings for each item.
Learning to build a simple meeting agenda takes about 10 minutes of your time.
Time required:
Start from the home page 33
Press New to create a plan. Plan will be used as the base for building the agenda.
Create your first meeting plan 34
Write a descriptive Title for your meeting plan. Think about searchability: is this name unique enough so you can find it later?
Select Meeting as the process. Process can be used to track the status of your plan.
Write a Description for the meeting (optional).
Select the Start and End date. When does your meeting start? When should it finish?
Invite the relevant stakeholders 35
1. Scroll down.
2. Add the users who should attend the meeting under the Responsible section.
Click on the user icon and search for a user, then click on that user to add.
3. Click Save to share the plan.
Get familiar with plan record page 36
Nice! You have created your first plan. Here you can see the main details and you process status.
2. Next click on the action menu and select New Section.
1. Change to the Items tab. This is where you can gather the Meeting agenda.
Add a new section 37
Press Save to add the section.
Select a nice color and write “To be decided” as the subject.
Add a new section 38
Nice job! You have added a Section to your meeting plan. Sections are simple dividers that can be user to categorize you plan items.
Next, lets add some content.Click on Add Item.
Add items to your meeting agenda 39
1. Select the object type as Decision.
2. Search for an item called “Changing to Digital Decision Making with Fingertip” and click on it to add it below.
If you add an item by mistake click here to remove it.
3. Once you have added the decision above, click Add Items.
Add items to your meeting agenda 40
You just brought an existing decision record to the plan items, well done!
Change the list view 41
Click on Overview on the left to change the list view. Select Meeting.
List views control what columns will be visible on your list.
Meeting list view 42
Now you have more Meeting-like information visible!
Easily editable start and end time for rapidly changing schedules. State the duration for each
agenda item and get the calculated starting time.
The accountable user, due date and the current status are all important information to be visible in the meeting.
Adding tasks to your meeting agenda 43
Next, lets add some tasks! Click New Task on the Action menu.
Adding tasks to your meeting agenda 44
2. Click Save once ready.
1. Add “Write meeting minutes” as the title
Keep adding more items to the agenda 45
An exiting new task has appeared to your list!
See, building your meeting agenda with Fingertip is easy.
Continue adding items and sections to build your weekly meeting agenda.
Complete meeting agenda 46
You can bring any record to the agenda, even Dashboards.
Estimate here how long you want to discuss the item, and the time automatically updates.
Once you have the meeting you can update the phase to Meeting.
Afterwards, approve the meeting minutes using an approval in Approving phase.
Login Instructions5-10 minutes
Check your Email inbox1
Login Instructions for DesktopMozilla Firefox
Supported:
Google Chrome
Open Email, click on link2 Set Your Password3
Before you start, make sure that you are using the latest version of either Chrome or Firefox. We are sorry to inform that Internet Explorer is not supported.
Open the message titled “Fingertip Login Information” you have received from [email protected].
Click on the log in link.
Log in to the email address you have provided and open your inbox. Create your new password for Fingertip and add
an answer to a Security Question.
Make sure that you memorize your Username and
Password!
Opening Fingertip in a Browser on Desktop 49
1 Open your browser and go to:
https://login.salesforce.com
1. Enter your user credentials
2. Click ‘Log In’2
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2
Mozilla Firefox
Supported:
Google Chrome
Install the Salesforce App 1
Login Instructions for Mobile
Open Salesforce2 Log In with your credentials3
Supported:
Google Android Apple iOS
Salesforce
Fingertip supports Apple’s iOS and Google’s Android platforms. We recommend using a device bought in the near future. Windows Phones are not supported.
Install the free Salesforce App from either Google Play or Apple AppStore, depending on your mobile
device.
Open the App you installed.
Log in with your smartphone or tablet in the Salesforce app using your Fingertip credentials.
The login credentials are the same as on
desktop.
How to authorize an unrecognized device51
When logging in to a Salesforce platform with a new device, you will be prompted for a five-number security code to protect your identity. The
code can be sent to you either by Email or SMS. Enter the code and you can now log into Salesforce.
4
1234512345
Frequently Asked Questions What to do if I have forgot the login page address?
You can login either from your unique address or using the global Salesforce login page:
Salesforce login: https://login.salesforce.com
What to do if I have forgot my password?
Use the “Forgot your password” button on the login page. You will be asked for your username so that you can receive a link for resetting your password.
How to get help?
Web: http://support.fingertip.fi
Email: [email protected]
How can I control the email messages I receive from Fingertip?
Go to your user details, and select Setup. From there find “Email Notifications” and select which notifications you want to receive.
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User Interface Cheatsheets
NavigationDECISIONS PLANS ACTIVITIES
Mobile
Cards
Tab
Record
Coming soon.
Coming soon.
Decide on the go
Decision Making Lifecycle streamlines the process and keeps
everyone in sync.
Progress indicator with traffic lights
Trend indicator to show the direction
Action Menu to control the decision making process with due dates etc.
Search, bookmark and notificationsto stay alert
Suggestions for ideation before deciding
Relations because no decision is born alone
Quality to assess and learn socially
Classifications to find things later
More… for advanced decision makers!
Objectives to measure and quantify decisions
Mood, Relevance, Quality understand the emotional intelligence.
Governance to know the right authority
Share the problem, communicate with others in one place. Collect and
link needed information and data into the decision.
Add the right people to the decision using the RACI role model to ensure accountability. You can also use the
corporate governance to find the right decision makers.
Describe the background for a common understanding. Document
what was decided.
Include the execution by using the task management inside the decision for accountability and efficient flow.
Approval indicator showing the level of consent: Support / Oppose / Procrastinate
DECISIONS
Decision Cards 56
What is our Roadmap for 2017?
66
6/6/0Decide
3
What is our Roadmap for 2017?
4 189
0 0
Leeroy Plumley
2017-05-14
3
What is our Roadmap for 2017?
2017-05-14
Decide 6/6/0
3
Understanding the icons in Decision Cards
This decision is new (optional)
Decision picture (aka Decision decoration)
Amount of views
The title of the decision
Decision Card options
Amount of new post(s)/comment(s)
Your role in this decision
Stances for decision (Approve/ Reject/Waiting)
Current phase of the decision
Current phase of the decision
Current phase of the decision
Average of feelings towards this decisionAccountable of this decision
Avarage relevance to this decision
The date of last modification
Status of the decisionPriority of this decision
DECISIONS
Decisions Tab 57
Using the Fingertip Decisions tab
DecisionCard
Plan search bar- Search for plan records
App Launcher
Object icon[Decision]
List Filters
Recently accessedrecords
Recent Notes
Fingertip Help Videos
Refresh Cards
What do I follow- Unfollow plan records
Search Filter
Views
User Settings
Global actionsFavouritesDecisions tab Salesforce help
Create a new decision
Modify visible tabs & ordering
SetupNotifications
Global search bar
Decision Lifecycle phase
DECISIONS
Decision Record Page 58
Inside a Fingertip Decision record
Title
Decision lifecycle
Decoration Image
Decision details
Personal relevance on the decision
My Role- RACI model, shows your responsibilities regarding the decision
Next upcoming (or past) due date
Likes and Dislikes
Add record to Favourites
Description
Decision
Decision Process quality indicator
Activity
Tabs
Follow the record
Trend and Progress Indicator
Refresh and Action menu
Taxonomies- Classify the decision with labels
Creation Date and Next Due Date
Decision Outcome quality indicator
Mood
Pulse- Status of the decision
Supported/Pending/Opposed
Approve or Reject- Available (yellow) if you are Accountable
Your stance- Supported or Opposed
Approve/Move Forward
DECISIONS
Plan your business. 59
The Plan Process Phase streamlines the process and keeps everyone in sync.
Progress indicator with traffic lights
Trend indicator to show the direction
Action Menu to control the decision making process with due dates etc.
Notifications and Search to stay alert
Relations because no decision is born alone
More… for advanced decision makers!
Objectives to measure and quantify plans
Share the problem, communicate with others in one place. Collect and link needed information and
data into the decision.
Add the right people to the decision using the RACI role model to ensure accountability. You can also
use the corporate governance to find the right decision makers.
Describe the background for a common understanding. And document what was decided.
Tasks for including the execution
Indicators for planning advanced projects
History to follow the audit trail
The core of the plan is the items inside it. Collect related information here and split them into
sections. All kinds of Salesforce objects can be used.
Bookmark to find your favourites
Phase
Chatter
Items
Details
People
PLANS
Plan Cards 60
Product Roadmap for 2018
2018-01-01 – 2018/12/30
Opening
What is displayed on the Plan Card?
Current progress status
Current trend
The plan hasn’t been viewed before
Decoration image
2018-02-18
Your role in the Plan
Current phase
Object icon [Plan]
The title of the plan
Start and end date
Last modified date
PLANS
Plans Tab 61
Using the Fingertip Plans tab
Plan Card
Pagination - How many cards are shown per page
Plan search bar- Search for plan records
App Launcher
Object icon [Plan]
List Filters
Pagination
Recently accessedrecords
Recent Notes
Fingertip Help VideosTotal records found
Refresh Cards
What do I follow- Unfollow plan records
Search Filter
Views
User Settings
Global actionsFavourites
Plans tabSalesforce help
Create a new plan
Modify visible tabs & ordering
Setup
Notifications
Global search bar
PLANS
Plan Record Page 62
Inside a Fingertip Plan record
Ordering numbers
Plan Process (aka lifecycle)
Decoration Image
List Filters
Item’s action menu
Aggregate- Add or Substract values together from a column
List View Settings
Views
Add record to Favourites
Progress Indicator- Current status of the item
Section- Group and label items
Trend- What direction is the item
heading?
Plan Hierarchy- Show the items inside the
PlanTask Hierarchy- Tasks inside the Decision
ColumnsTabs
Follow the record
Trend and Progress Indicator
Refresh and Action menu
Taxonomies- Classify the plan with labels
Start and End Date
Item’s Description
PLANS
Activities Tab 63
Using the Fingertip Activities tab
Task Card
Activities search bar- Search for task records
App Launcher
Object icon [Task]
Task Status
Recently accessedrecords
Recent Notes
Fingertip Help Videos
Refresh Cards
Search Filter
Views
User Settings
Global actionsFavourites
Activities tab
Salesforce help
Create a new Task
Modify visible tabs & ordering
Setup
Notifications
Global search bar
TASKS
Task Cards 64
What is displayed on the Tasks cards?
Progress Indicator / Traffic
Light
Task Status Icon
Trend
Object icon [Task]
Task’s Parent Record
Task StatusAssigned To User
Task Card Options
Deferred
Task Title
CompletedIn ProgressNot AvailableRejectedWaiting for Someone Else
Open Task PopupOpen Task in a New TabDelete Task
Task Card Options
Due DateLast Modified Date
TASKS
The trend shows the direction the item is going towards. With trend you can visually indicate the direction of it’s status, whether it is moving in a good direction, stable, or the item is failing and needs more work.
You can tag records in five different Trend statuses:- Strong Growth- Growth- Steady- Decline- Strong Decline
Trend indicator is available for Decisions, Plans and Tasks by default, but the component can be added to other objects as well.
The progress indicator, also known as the traffic light, can be used to show a certain item is progressing in the current stage. Highlight records with Progress indicator to give fast feedback to other users visually.
You can tag records in five different Progress statuses:- Good- Minor Challenges- Critical- Completed- Completed with Problems
Progress indicator is available for Decisions, Plans and Tasks by default, but the component can be added to other objects as well.
Record Status - Progress and Trend 65
Progress Indicator Trend
0
Not Given
StrongGrowth
Growth Steady Decline StrongDecline
Description Description
StrongGrowth Growth Steady Decline
StrongDecline
Good
Minor Challenges
Critical
Adding Users5-10 minutes
Adding Users to Fingertip 67
Now that you have your environment ready, you should start inviting users.
As an Admin, you have the right to manage the licenses ofFingertip users.
To add a new user:
• Click ‘Manage Users’ on the main navigation
B
A
C
!
!
68
Now you are in the Manage Users tab. On this page:
• Click to ‘+ Add User’ on the top right corner of your screen.
!
!
Adding Users to Fingertip
On the Add New User pop up:
• Enter the name and email of your new user.
• Enter the username in email format. This is used as the login credential. It is unique across Salesforce, so if you already have a Salesforce credential, you cannot use the same username.
• Click Save to send the new credentials to the Email entered.
For each new user, repeat the process.
1
1
2
3
Adding Users to Fingertip
2
3
If you don’t want to send the credentials instantly but you’d rather send them later, uncheck this box.
The user level field is optional. For a beginner, you should use the Fingertip Entry level. Read more here.
Deactivating Users
Deactivating Users from Fingertip
!
If you want to block the access to Fingertip from a user follow these steps.
In the Manage Users screen:
• Click on the name of the user that you want to remove.
!
Deactivating Users from Fingertip
1
Please note that deactivating a user will not allow that user to log into the environment.
On the ‘Edit User’ pop up:
• Unmark the ‘Active’ box
• Once this is done, click ‘Save’
1
2
2
Editing User details
Editing User Details
1
2You can use the Manage Userstab to edit basic user details but if you want to change more you need to head to the User profile page or the Salesforce setup.
On the Global Search bar:
• Type the name of the user that you want to edit
• Click on the username.
1
2
Editing User Details
3
This public user page is visible for all users. You can add your photo and public details here.
For more advanced user settings you need to go to the setup.
On the user profile screen:
• Press ’Edit’ to change your public details.
• Click ‘User Details’ to go to user settings in Setup.
3
!
Click here to upload a new user image!
Editing User Details
4
On the just opened user page:
• Click ‘Edit’4
Editing User Details
5
!
On this page you can edit most all the user details. For more information refer to Salesforce documentation.
Once you are done with the editing:
• Click ‘Save’.
• Please do not change the User License or the Profile of the user, unless specifically instructed to do so!
5
!
Well done!Now your users are set up and ready to start using Fingertip!
78
5 minutes
Adding Groups
Adding a Public Group 79
From Setup:
• Navigate to Public Groups under Users (use the search function, it’s handy!)
• Click New.
A A
B
B
Adding a Public Group 80
This interface is the same in both Classic & Lightning. In the New Group page you should:
• Name the group.
• Find the Users you want to add to the Group.
• Select the users you want to add and click the Add arrow to move them to Selected Members.
• When all the members you want to add are in the Selected Members section,click Save.
AA
BB
C
C
D
D
85
FAQ & Support
86
Ways to contact support
9:30 -15:30 EET
https://www.fingertip.org/help/
WEB
CHATwww.fingertip.org
Here you can chat live with our
support agent
Send an Email and describe your need.
Browse the Knowledge base for
support material.
Login and send your support request
Online during office hours
24 hour response time during weekdays
24 hour response time during weekdays
What to solve? What to expect
Fingertip Support
Which Salesforce versions are supported?
Enterprise, Unlimited, Developer, Performance
What do I do if something goes wrong?
If there is any problems with the installation procedure contact our support: [email protected]
How can I test if the installation has succeeded?
To confirm that the installation has completed successfully, you should run a round of simple tests:
1. Create users and see if they can access content
2. Make a decision and share it with people
3. See if you can move the Decision phase
4. Create a plan and add items to it
If you are not sure how to run these tests, check out http://support.fingertip.org or ask our support for training.
87Frequently Asked Questions
What are the most common pitfalls and mistakes I can make?
Remember to run Post Installation! Without running the post installation tool Fingertip will not work properly.
Can I rerun the installation process or do I have to delete something?
You can run the Post Installation tool (Configure Fingertip) again without deleting anything. In some cases you can also rerun the installation process but it is not recommended.
How can check what Fingertip version our organization is running?
You can see the version number from Setup => Installed Packages => Fingertip
How do I update my Fingertip installation?
We will provide updates for your organization automatically. If additional steps need to be taken (you are running a really old version) contact Fingertip support.
88Frequently Asked Questions
The new way to decide.
Joe AhoProduct Manager, Fingertip Ltd
email: [email protected]: +358 40 841 0252linkedin: joe.ahowww.fingertip.org
