Installation Instructions for Value Stream Mapping

Updated 2 weeks ago by Copado Solutions

Installation

  1. Log in to the org where you have Copado installed and click on the install link.
  2. It is recommended that you select Install for All Users.

Setup Adjustments

  • Ensure My Domain is enabled.
  • Enable field history tracking on at least one standard object, e.g. Account.
  • Enable field history tracking on the object and field you would like to use for your value stream map, e.g. Status field on user stories.

Permission Sets

Value Stream Mapping includes several permission sets depending on the level of access your users should have. Assign the right permission set to the relevant users:

  • Copado VSM Read Only User
  • Copado VSM User

Recommendations

To leverage the capabilities of value stream maps when targeting user stories, new values have been added to the Status field on the User Story object. You can continue working with existing values or you can utilize a new picklist which can help track all the various states in your business process. 

Here are some recommendations for picklist values: 

Picklist name: Value Stream Status

User Story

Bug

Investigation

Ready for Design

Ready for Design

Ready for Planning

Design In Progress

Design In Progress

Planning In Progress

Design Complete

Design Complete

Ready for Investigation

Ready for Development

Ready for Development

Investigation in Progress

Development In Progress

Development In Progress

Completed

Development Complete

Development Complete

Cancelled

Ready for Testing

Ready for Testing

Testing In Progress

Testing In Progress

Testing Complete

Testing Complete

Ready for Release

Ready for Release

Release In Progress

Release In Progress

Released

Released

Cancelled

Cancelled


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