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Under the Relationship tab are 3 subtabs that configure Stakeholders and their relationships: Options, Fields and Picklist Values that configure Stakeholders and their relationships.
Options
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Relationships
Options
Two-way Opportunity Contact Roles Sync
Enable this feature to allow ClosePlan to automatically create/delete/update Opportunity Contact Roles while managing Stakeholders.
If ClosePlan Stakeholders have the same Role definition as Opportunity Contact Roles (Recommended), value the value will be synchronized when creating Stakeholders from Contact Roles or when Contact Roles are created/updated based on Stakeholder changes.
Note: Changes made directly to Contact Roles are not propagated back to Stakeholders due to Salesforce limitations on Opportunity Contact Role object. Once ClosePlan is deployed, Users should work with Stakeholders only.Note: Whereas one contact may represent multiple Stakeholders One Contact may represent more than 1 Stakeholder on different Opportunities or Account maps Maps (e.g. Budget Owner on one map, Champion on another, etc), propagation Propagation to the contact does not happen. Doing so would mean that the contact Contact would be assigned one role across all instances.
=> If enabled and you will deploy a template, Contact Roles on the Opportunity will be propagated to the Role on the Stakeholders. If you want to change the Role, you have to change it on the Stakeholder and it will propagate the change to the Contact Role on the Opportunity.
- Toggle the button to enable the function and click Save.
Prevent Duplicate Contacts when Creating Opportunity Contact Roles
Enable this feature to prevent Users/processes from creating Contact Roles associated with Contacts already referenced by other Contact Roles.
Note: This behavior will be enforced whether the Opportunity has a deployed ClosePlan or not.
Stakeholders Always On Map
When enabled, all Stakeholders will be always present on the map Map surface and the 'Unmapped' list will be removed.
Note: Removing Stakeholders from the map Map will behave the same as if deleted . Stakeholders are from the Map: Stakeholders will be removed from the Opportunity.
- Toggle the button to enable the function and Save.
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Disabled = unmapped : Unmapped Stakeholders are found under the Unmapped Stakeholders icon
Enabled = : The Unmapped Stakeholders icon is not available and Stakeholders are always in on the map. If a Stakeholder is removed, they will be placed in moved to the Contact list.
Hide Stakeholder "Covered by"
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tab
When enabled, will hide the Covered by functionality from the Stakeholder detail window and map node node will be hidden
- Toggle the button to enable the function and Save.
Disabled:
Enabled:
Fields
Displayed Fields
Hide or display fields in Stakeholder detail/edit panels, lists and/or mapper tool.
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Hide Goal Field
When enabled, the Goal feature will be hidden
Disabled:
Fields
Social Fields
Add specific contact fields to the Stakeholder detail/edit forms.
- From Available Fields select the desired field and move to Selected Fields via
button > reorder if needed > click Save Fields
Setting:
Result Result:
Additional Contact Fields
Add specific additional contact fields into to the Stakeholder detail/edit forms.
- From Available Fields select the desired field and move to Selected fieldsFields viabutton > reorder if needed > click Save Fields
Setting:
Result:
Stakeholder Contact Field Replacement
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This feature substitutes a ClosePlan field with a custom field.
- There are 4 default ClosePlan fields that can be replaced by custom fields: Title, LinkedIn, Facebook and Twitter
- To replace a default ClosePlan field, a custom field with the correct value must be selected.
- Select your custom field and click Save Fields.
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- Go to Setup > Objects and Fields > Object Manager > select Contact > click Fields & Relationships
- Click New > select Data Type (for Title field select Text data type, for other fields - URL type)
- Enter all requested data > click Next > and Save
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ClosePlan Fields: Custom Fields:
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Make sure that mapped fields are able to receive the intended values properly. Options like max. length, picklist values, etc. should match the ClosePlan definition of the Stakeholder object. If you are not sure, ask your administrator System Administrator for assistance or send an email to support@people.ai |
Picklist
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Values
Defines Stakeholders Picklist Stakeholder Picklist Values and is set as a part of the ClosePlan package. Contains Decision Status, Relationship, Role and Support Status of the Stakeholder. . Picklist Values are unique to each Org, your settings will likely be different from what is shown. The image below is an example of what this tab might display.
Picklist Values contain:
- Decision Status
- Relationship
- Role
- Support Status
- Attribute 1 (Optional)
- Attribute 2 (Optional)
Picklists can be renamed by clicking Manage in the top right corner.
Optional Picklists can be activated by clicking Manage in the top right corner.
Picklist Values can be renamed, reordered, added or deleted. Changes should be completed before using ClosePlan.
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Changes must be saved by clicking on the Save Picklists button! |
How to find which the Contact Roles are set in the your organization?
- Go to Setup
- Into In the Quick Find box, enter Contact Roles on Opportunities and open it.
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Changes in Picklist Values will change the configuration in your administration Setup in Salesforce. Any changes you want to make to Picklist Value must be made in the ClosePlan Application, not in Salesforce!
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Picklist Values Setting:
- Default: Selecting a default option will automatically pre-select the default option when a user User creates a new record. Only one default value is allowed.
- Weight: Assigns the value of each option from 0 - 100
Color: Color used for presentation purposes in the Stakeholder Overview and in nodes
Result:
Edit Picklist Values
Allows the renaming of values in Picklists.
- To edit e.g. Decision Status click
on hover over > rename and Save - To edit a subvalue click the
button > rename Master Label and API Name (make it the same as the master label) - Click Save Picklist to save all changes
Add a new Value
- Click the
button. - Enter Master Label name of of the new value and enter the same name into API Name.
- Choose Weight and Color, click the Save Picklists button and Confirm your step.
Reorder the Value
- Click the edit arrow next to the value you would like to move. Click the up or down arrow to place the value in your preferred spot..
Delete the Value
- Click
button - Click on
> Confirm and save by clicking on the Save Picklists button.- Deleted values must be recreated if needed again.
Playbook
Enable or disable Chatter or Hide event type field in the Playbook.
- Toggle the button and Save
- Enable Chatter = will enable the Chatter tab on the Playbook events
Enabled:
Disabled:
- Hide Event Type field = will hide the Playbook Event type field from detail and list view.
Disabled:
Enabled:
Additional Settings:
How to prevent Users from renaming the Account Maps and provide an option to select predefined names
When a Account Map is created, by default the user creates a name for that Map. ClosePlan provides the ability restrict this behavior and to provide a list of predefined Account Map names.
- Go to Setup > Custom Metadata Type and open CP Definition
- Click Manage CP Definitions button and click New
- For Label and CP Definition Name enter: OBJECT_ACCOUNT_MAP
Select Active
For Value enter the desired values that the User will have the option to select (for example Global, EMEA, APAC) and click Save
Example: { "namePresets": [ "Global", "EMEA", "APAC" ] }
The UI result:
