Winter '21 Value Stream Mapping - Upgrade Instructions

Updated 10 months ago by Copado Solutions

If you are upgrading to the Winter 21’ version of the Value Stream Mapping package, there are some manual steps you need to perform in order to start leveraging the new features.

  1. Enable Chatter in your organization. To do that, follow these steps:
    1. Navigate to Setup > Chatter > Chatter Settings.
    2. Click on Edit and flag the Enable checkbox under Chatter Settings:
    1. Save the changes.
  2. Enable Feed Tracking for the Value Stream Map object.

To do this, follow the steps below:

  1. Navigate to Setup > Feature Settings > Chatter > Feed Tracking.
  2. Click on each of the objects mentioned above and flag the Enable Feed Tracking checkbox.
  3. Click on Save:

  1. Add Post to the Mobile & Lightning Actions menu in the Value Stream Map Layout:

Winter '21 (v1.25)

The latest version of the Value Stream Mapping package includes a new field, Operator, that needs to be populated with the API name of a user reference field (e.g. OwnerId or CreatedById).

If you create a new value stream map, select an option from the drop-down menu:

  • If the primary object selected for the value stream map is a parent or main object, select Owner ID.
  • If the primary object selected for the value stream map is a child object, select Created By ID.

To get existing Value Stream Map records updated, execute the below script in the Developer Console:

List<copadovsm__Value_Stream_Map__c> valueStreamMaps = [SELECT Id, copadovsm__Operator_Field__c FROM copadovsm__Value_Stream_Map__c];
for(copadovsm__Value_Stream_Map__c vsm : valueStreamMaps){
vsm.copadovsm__Operator_Field__c = 'OwnerId';
}
update valueStreamMaps;


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