Percent Complete App Install Guide
At the Package Installation Details screen, start by clicking the Continue button.
STEP ONE
This screen allows you to select which CRM objects you would like to use Percent Complete on (we feel that more insight is always better than less, so we recommend leaving all objects checked).
STEP TWO
This step asks you to choose a security level for Percent Complete. Consider: Do you want only administrators to be able to see completion data for elements within objects? Do you value all users having this type of insight? Or would you like to select security settings on an individual basis?
STEP THREE
Now that basic settings are defined, it's time to install Percent Complete. If you'd rather not be bothered with possible Apex messages, then click "Ignore." Otherwise, just click the Install button.
STEP FOUR
With installation complete, you're ready to deploy Percent Complete. Read the deployment steps listed on the screen and click the Deploy Now button.
STEP FIVE
By clicking deploy, users that have been granted access to Percent Complete will be able to see completion percentage for data within the objects you have selected.
STEP SIX
Override the new button on the Percent Complete Object. Set the the new button to point to the Config Entry Visualforce page supplied in the package.
STEP SEVEN
Add the Percent Complete fields to the Accounts, Contact, Opportunity & Case page layouts.
STEP EIGHT
Add fields to start tracking.
Percent Complete should now be running. To change your configuration settings at any time, simply use All Tabs to navigate back to the configuration setting options.
