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Newly created Templates are Inactive by default and are in Draft Mode. Newly created Templates can apply and edit the settings for Events, Scorecard, Scoring Tiers and Relationships. To deploy a Template (create a ClosePlan), the Template status must be Active. |
Access
- ClosePlan Admin tab > Templates on the left panel menu
Create a Template
- Click
- Enter the Template Name and save
- Once the new Template is saved, it is default Inactive status = in draft mode.
- Click on the created Template Name to open the template and continue to enter template details and settings for ClosePlan components.
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Once the Template is activated, it will be listed as Locked.
Delete the Template
ClosePlan is following SFDC behaviour where user cannot delete record if he does not own the record or he is not above the owner in the hierarchy.
Template can delete:
- System administrator
- User who created the template = owner
- User above the owner in the role hierarchy
Only unused template can be deleted.
Who can create ClosePlan = deploy the Template on the Opportunity
ClosePlan can create:
- an Opportunity Owner
- a User who is above the Opportunity Owner in the hierarchy
- a Salesforce Administrator
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