Relationships contains Options, Fields and Picklist Values that configure Stakeholders and their relationships.

Options

Control Opportunity Contact Roles

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 will be synchronized when creating Stakeholders from Contact Roles or when Contact Roles created/updated based on Stakeholder changes.

Note: Whereas one contact may represent multiple Stakeholders on different Opportunities or Account maps (e.g. Budget Owner, Champion, etc), propagation to the contact does not happen. Doing so would mean that the 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.

Toggle the button to enable the function and Save.

ClosePlan Guide > Relationships Settings > image2022-5-20_13-41-36.png

Prevent Duplicate Contacts when Creating Opportunity Contact Roles

Text

ClosePlan Guide > Relationships Settings > image2022-5-20_13-46-27.png

Stakeholders Always On Map

When enabled, all Stakeholders will be always present on the map and the Unmapped list will be removed.

Note: Removing Stakeholders from the map will behave the same as if deleted. Stakeholders are removed from the Opportunity.

Toggle the button to enable the function and Save.

Disabled = unmapped Stakeholders are found under the Unmapped Stakeholders icon

ClosePlan Guide > Relationships Settings > image2019-12-2_14-20-18.png

Enabled = The Unmapped Stakeholders icon is not available and Stakeholders are always in the map. If a Stakeholder is removed, they will be placed in the Contact list.

ClosePlan Guide > Relationships Settings > image2019-12-2_14-23-8.png

Hide Stakeholder "Covered by" feature

When enabled, will hide Covered by functionality from Stakeholder detail window and map node

Toggle the button to enable the function and Save.

ClosePlan Guide > Relationships Settings > image2022-5-20_13-47-47.png

Disabled:

ClosePlan Guide > Relationships Settings > image2019-12-2_14-36-20.png

Enabled:

ClosePlan Guide > Relationships Settings > image2019-12-2_14-38-33.png

Hide Goal Field

Text

ClosePlan Guide > Relationships Settings > image2022-5-20_13-49-12.png

Fields

Displayed Fields

Hide or display fields in Stakeholder detail/edit panels, lists and/or mapper tool.

To hide a field, select it from the visible section > clickbutton > click Save Fields

Setting:

Result:

Additional Contact Fields

Add specific contact fields into Stakeholder detail/edit forms.

From Available Fields select the desired field and move to Selected fields viabutton > reorder if needed > click Save Fields

Setting:

Result:

Stakeholder Contact Field Replacement

Allows to replace original ClosePlan field with custom field.

There are 4 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.

To create a custom field:

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

ClosePlan Guide > Relationships Settings > image2019-6-7_10-21-6.png

ClosePlan Fields: Custom Fields:

ClosePlan Guide > Relationships Settings > image2019-6-7_12-13-1.png

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 for assistance.

Picklist Value

Defines Stakeholders Picklist Values and is set as a part of ClosePlan package. Contains Decision Status, Relationship, Role and Support Status of the Stakeholder.

Picklist Values can be renamed, reordered, added or deleted. Changes should be completed before using ClosePlan.

Changes must be saved by clicking on the Save Picklists button!

How to find which Contact Roles are set in the organization?

Go to Setup
Into Quick Find box enter Contact Roles on Opportunities and open it.

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!

ClosePlan Guide > Relationships Settings > Salesforce CP deal stakeholder.png

Picklist Values Setting:

Default: Selecting a default option will automatically pre-select the default option when a user creates a new record. Only one default is allowed.
Weight: Assigns the value of each option from 0 - 100
Color: Color used for presentation purposes in the Stakeholder Overview and nodes

Result:

ClosePlan Guide > Relationships Settings > image2019-6-7_13-57-2.png

Edit Picklist Values

Allows the renaming of values.

To edit e.g. Decision Status clickon hover over > rename and Save
To edit a subvalue click thebutton > 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 the new value and enter the same name into API Name.
Choose Weight and Color, click the Save Picklists button and Confirm your step.

ClosePlan Guide > Relationships Settings > image2019-1-28_16-10-39.png

ClosePlan Guide > Relationships Settings > image2019-1-28_16-23-35.png

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..

ClosePlan Guide > Relationships Settings > image2019-12-2_14-58-14.png

Delete the Value

Clickbutton
Click on > Confirm and save by clicking on the Save Picklists button.
- Deleted values must be recreated if needed again.

ClosePlan Guide > Relationships Settings > image2019-1-28_16-16-46.png