Onboarding Guide
Onboarding Guide
- Prerequisite before installing
- Installation
- Load Defaults
- Assign License
- Permission Set Assignment
- Enable Topics
- Setup Teams and Team Members
- Setup Periods
- General Settings
- Hub Default Settings
- Risk Colour Settings
- Default Settings
- Custom Fields
- Sobject/KPI Objects
- OKRify Settings
- Setup Email Notification
- Creating Calendar Event and Updating Meeting
Additional Setup Instructions
OKRify
OKR Goal Management & Strategy Execution Application for Salesforce
This onboarding guide will walk you through the steps of setting up OKRify in your Salesforce Org.
If you need help, we are only a quick chat or email away.Our support is always free including assistance for installation and initial setup.
We are here to help you achieve your goals.
Chat: OKRify.com
Email: [email protected]