Installation Instructions for Value Stream Mapping
Updated 2 weeks ago
by
Copado Solutions
Installation
- Log in to the org where you have Copado installed and click on the install link.
- 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 |
