Table of Contents
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Your Organization must be on version 1.228.0 or above and have Full Suite ClosePlan licenses. |
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- Go to Account Tab > open any Account
- 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 the Add Tab button to create a new tab
- Click on the new tab (It will be named 'Details' by default) > under Tab Label select Custom > in the Custom Label field enter Account Plan > click Done
- In the page layout work space area, the new 'Account Plan' tab will appear > click on it
- Go to the left panel menu and in the section Custom - Managed find ClosePlan Account Plan
- Drag it into the Account Plan tab layout
- Save the page
NOTE: You may be prompted to activate the page > click Assign as Org Default > Save
Configure in Classic:
- Go to Quick Find / Search > search for Account
- Select Page Layouts and open the page to which you want to add Account Plan
- Note: Each Page Layout must be configured individually
- Select Visualforce from the top scroll menu
- Click and Drag Section from the component section and drag it to the layout
- For Section Name enter: ClosePlan Account Plan
- Under Layout, select One Column
- Click OK
- From the component section, select the the ClosePlan - Account Plan component and drag it to the newly created component space
- Click on the Properties icon in the top right of the newly created component section
- For Height, enter 600
- Tick Show scrollbars
- Click OK
- Save the page
4. Re-configure Permission Sets in the User Manager
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Click on the Configure button to update Permission Set Configuration
Click on Configure All Available (recommended) or on the items you choose.
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