image-20250205-091313.png

Overview

The Export Wizard is used to export both Opportunity ClosePlans and also Account Plans.

The export can be

  • Adobe PDF (.pdf)

  • Microsoft Powerpoint (.pptx)

  • Microsoft Word (.docx)

Export PDF

By default, PDF format is used to render the Account Plan for export.

Below is the description of the export wizard UI elements.

image-20250226-143021.png

  1. Displayed Account Plan Export Section - Can be hidden by clicking the eye icon

  2. Hidden Account Plan Export Section - Can be displayed by clicking the red eye icon

  3. Displayed Account Plan Scorecard Section - Displayed sections may contain both hidden and displayed questions.

  4. Hidden Account Plan Scorecard Question - Questions can be displayed by clicking the eye icon

  5. Export Type - Can be PDF, PPTX or DOCX

    image-20250226-143334.png

  6. Name of Section

    1. Arrows icon- Expands and collapses section. Both collapsed and expanded sections will be included and displayed in final export

    2. Eye Icon - Controls whether the section will be included or excluded in the final export

  7. Displayed Account Plan Scorecard Section

    1. Arrows icon- Expands and collapses section. Both collapsed and expanded sections will be included and displayed in final export

    2. Eye Icon - Controls whether the section will be included or excluded in the final export

  8. Account Plan Scorecard Question

    1. Eye Icon - Controls whether the Question will be included or excluded in the final export

Export to Microsoft Powerpoint (.pptx) and Microsoft Word (.docx)

The Export Wizard enables the creation of PDF files and editable Powerpoint and Docx files. Powerpoint and Docx files are based on document templates created and uploaded to individual Templates:

  • ClosePlan Admin tab > Templates > Export Options

Prerequisites

The following prerequisites are required to export to PPTX and DOCX formats:

  • Configure the 2 required Trusted URLs in Salesforce Setup.

    • Gear Icon > Quickfind search for ‘Trusted URLs’

    • Click the New Trusted URL button

    • Create the Trusted URLs as below

    • Click

In order to render Powerpoint or Word export document, the endpoint https://api.people.ai must be added as a Trusted URL in Salesforce Setup with connect-src directive activated.

image-20250228-135328.png

For Powerpoint or Word previews, the Microsoft endpoint https://view.officeapps.live.com must be added as Trusted URL in Salesforce Setup with frame-src directive activated

image-20250228-135234.png

Build the Document

Build the document template and upload it to the specific Account Plan or Opportunity template.

Document Rendering

Uploaded document templates will be available in the Export Wizard to generate editable files (PPTX, DOCX).

All uploaded document templates will be selectable for rendering.

In this example:

  • PDF (The default export)

  • A Template that was created and uploaded (Called: Executive)

  • View Document Templates (See below for more information on this selection)

image-20250226-111217.png

image-20250226-112744.png

View Document Templates can help to understand what data is available for usage and provide functionality for prototyping custom document templates.

Prototyping is available only if Lightning Web Security (LWS) is enabled.

  • Data Explorer - The Data Explorer displays the current data structure sent to the export. It can be used to browse the content and to understand what properties a Document Template can use.

  • Document Templates

    • Available Document Templates

      • Shows a list of uploaded Document Templates. Document Types: PPTX and DOCX

    • Local Document Templates

      • Local templates can be used for prototyping or your own customized exports. They are available for all exports, regardless of the exported record and stored in the browser's repository only accessible to you.

  • Help and Resources - Provides support information for Document Templates

image-20250226-111836.png
image-20250226-120100.png
image-20250228-141054.png

Local document templates are immediately available for selection among other document templates, but only for you. Local Document Templates are intended for testing and confirming layouts. document template and then attach it to the Opportunity or Account Plan template.