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- Go to Setup > on the left panel, under Build open Customize > Accounts > Page Layouts
- Click Edit by your desired Account Layout
- In the top scroll menu, click on Visualforce Pages
- Drag
down to the Account Detail layout or where you wish to have it
- In the Section Name enter ClosePlan Account Maps > select 1-Column > click OK
- Drag the component 'ClosePlan Account Map List' into the newly created section - ClosePlan Account Maps
- Click on the properties icon
- For Height enter e.g. 350
- Tick Show scrollbars and Ok
- Save it!
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- Go to Setup > on the left panel, under Build open Customize > Accounts > Page Layouts
- Click Edit by your desired Account Layout
- In the top scroll menu, click on Visualforce Pages
- Drag down to the Account Detail layout or where you wish to have it
- In the Section Name enter Account Plan > select 1-Column > click OK
- Drag the component 'ClosePlan: Account Plan' into the newly created section - Account Plan
- Click on the properties icon
- For Height enter e.g. 600
- Tick Show scrollbars and Ok
- Save it!
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If there are more Account layouts in your organization, you need to configure each separately.
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Opportunity Page Layout Configuration - Add ClosePlan Overview, Playbook, Scorecard and Relationships
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The ClosePlan standalone application does not require any additional configuration. However, we recommend that you add the Opportunity widget to your Opportunity layout. The Opportunity Widget helps users easily determine if there is a ClosePlan created for the opportunity record and its progress. To access standalone app: Open App Manager
(Alternatively, you can add each tab directly to your App Manager apps from Setup > App Manager) |
Add ClosePlan Overview Widget in Lightning
- Go to Opportunity Tab and open any Opportunity
- From the gear
icon menu select Edit Page to open Lightning App Builder - On the left panel menu find Custom - Managed > ClosePlan: Opportunity Overview (TSPC)
- Drag it into the layout - preferably to the top of the narrow column on the right
- Click Save
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The following steps are for the standard default view. Please note that your configuration can be customized to match your preferences. |
NOTE: Before adding ClosePlan features, confirm the features purchased in the line items of your ClosePlan Customer Order Form. Accordingly, configure only those components.
- Go to the Opportunity Tab and open any Opportunity
- From the gear
icon menu select Edit Page to open Lightning App Builder - In the page layout work space area, click on any existing Tab (e.g. Related, Details...) > on the right side panel click Add Tab to create a new tab
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Add ClosePlan Tabs (Playbook, Scorecard, Relationships) to Opportunity Page Layout in Classic
NOTE: Before adding ClosePlan features, confirm the features purchased in the line items of your ClosePlan Customer Order Form. Accordingly, configure only those components.
- Go to Setup > on the left panel under Build open Customize > Opportunities > Page Layouts
- Under Action, Click Edit for the Page Layout Name you want to edit
- In the top scroll menu, click on Visualforce Pages
- Drag down to the Opportunity Detail layout
- In the Section name enter ClosePlan > select 1-Column > click OK
- From top menu:
- For all 3 components (Playbook, Scorecard, Relationships maps) drag the
column into the created ClosePlan section > click Properties 
in the ClosePlan - Tabs > set the Height to 600px > tick Show scrollbars > ok
- For all 3 components (Playbook, Scorecard, Relationships maps) drag the
- For Relationships Maps only, drag the ClosePlan - Stakeholder List column into the created ClosePlan section > click Properties in the ClosePlan > set the Height to 600px > tick Show scrollbars > ok
- For Playbook only, drag the ClosePlan - Event List column into the created ClosePlan section > click Properties > set the Height to 600px > tick Show scrollbars > ok
- For Scorecard only, drag the ClosePlan - Scorecard column into the created ClosePlan section > click Properties > set the Height to 600px > tick Show scrollbars > ok
- For Relationships Maps only, drag the ClosePlan - Stakeholder List column into the created ClosePlan section > click Properties
- Click Save at the top
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If more Layout Configurations are needed for your organization, you will need to create each individually.
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