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Account Level Modules
ClosePlan Suite provides Relationship Mapping on the account Account Relationship Maps and Account Plan on the Account level.
Account Relationship Maps in Lightning
- Access is provided through the standalone "Relationships" 'Relationship Maps' tab.
- The name of this tab may vary in your Organization (e.g.: Maps, Org Chart, etc.)
- The tab is normally available on every Account record detail and allows you to view existing maps or create new maps.
Account Plan in Lightning
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Only available in Lightning Experience:
- Access is provided through the standalone "Account Plan" tab.
- The name of this tab may vary in your Organization
- The tab is normally available on every Account record detail and allows you to view existing Account Plans or add new Account Plans.
- Plan views can be organized by Current All Plans, Upcoming Plans and Past Plans
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- or My Plans
Account Relationship Maps in Classic
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- Directly through an Opportunity record
- ClosePlan layouts are placed directly into Opportunity record detail pages.
- The look, feel and user experience will differ based on Classic or Lightning Experience environments.
- Through a the Standalone App
- Dedicated application from where ClosePlans/Opportunities can be manipulated.All activate Opportunity Modules can be accessed through the dedicated application tab in Salesforce
- Same look, feel and user experience for both Salesforce Classic and Lightning Experience.
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- Alternatively, tabbed mode can be used where a single tab, usually named ClosePlan, holds sub-tabs for each module .
- Tabs are normally available on every Opportunity record detail.
- Based on your configuration, you may have one, two or all the modules available.
Access Opportunity Modules through the Stand-alone App
The Standalone App provides access to all opportunity modules using a consolidated User Interface.
- Open ClosePlan App tab
- Usually accessed from default Salesforce app tabs such as "Sales" if configured
- Alternatively, you can find it by opening TSPC ClosePlan App from the App Launcher.
- Click on the waffle button in top left corner to launch and select TSPC ClosePlan,
- Usually accessed from default Salesforce app tabs such as "Sales" if configured
- or select directly from the All Items list below the All Apps section, also in the App Launcher.
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Lightning Experience is able to display tabs for both Lightning and Classic, which may result in multiple items with the same name to be displayed in All Items. Ask your admin to change the configuration if possible to solve this issue. If your organization is running mixed, with LEX and Classic together, with duplicate items still visible, make sure you are opening the Lightning version. |
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