Who can Create (deploy) / Edit / Delete / Clone / Export an Opportunity ClosePlan 

•  Any User who will be working with ClosePlan needs to be assigned with a ClosePlan License in the User Manager which will also assign required Permission Sets.

  • For more information on how to provision users, please see: User Manager#User-Provisioning

• ClosePlan inherits sharing from the Opportunity and behaves according to the settings of the master-detail relationship between ClosePlan and Opportunity which is by default: "Read/Write".

  • This allows users with at least Read/Write Permission to access the Master record to create, edit, or delete related detail records. 

  • Users with the permission to edit the Opportunity, have permission to create/edit/delete the ClosePlan.

By default, ClosePlan restricts the right to create ClosePlans only to Opportunity Owners or Users above in the hierarchy. This behavior can be changed within ClosePlan Admin settings. 

Who can Create / Edit / Delete / Clone / Export an Opportunity ClosePlan by default?

Playbook Read/Edit accessibility

When a ClosePlan is created, all Events in the Playbook are assigned to the owner of the Opportunity by default.

Playbook Events have independent sharing from the Opportunity. The Opportunity is set to Private sharing mode by default.

ClosePlan distributes sharing access using Managed Sharing, which will make sure that Playbook Event Owner access is granted to the Opportunity Owner as well as the Opportunity Team Members.

Users in the hierarchy above the Users with granted access will also be able to access related Playbook Events.

Other Users must be added to the Opportunity Team, or have the individual Event(s) assigned to them, in order to have access. (edited) 

• Users added to the Opportunity Team can view and edit all events. 

• Users not added to the Opportunity Team, but with assigned event(s) can view and edit only assigned events.

How to enable Opportunity ClosePlan creation for all users

The feature "Allow ClosePlan deployment by members" enables Users to create a ClosePlan with edit access to the Opportunity for any User.

Note: Users still need to be assigned with a ClosePlan license in the User Manager

The conditions to read/edit ClosePlan are the same as in settings by default, see above.

• Go to the ClosePlan Admin tab > Environment > General > enable Allow ClosePlan deployment by Members and Save.

Creating a New Opportunity ClosePlan in the Standalone App

There are several ways to create a new ClosePlan, depending on your Salesforce environment and whether you are running Classic or Lightning Experience version.  

Currently there are two ways to create a new ClosePlan:

1. Create from the ClosePlan list view

• Click the +ClosePlan button located in the list header.
  

• Choose the Account, then the Opportunity to create a new ClosePlan.

• No fields are pre-populated until the Account and Opportunity are selected.

2. Create from the sidebar "Quick List"

• Find any record that does not currently have a ClosePlan and click the Create button.

• Opportunities that have "Create ClosePlan" in blue DO NOT yet have a ClosePlan created.

• Some fields will be auto-populated based on the selected opportunity type.

• Create an Opportunity ClosePlan

• Now that you have created a new ClosePlan, you need to:

• Find and select the Account using lookup

• Note: Every time you change Accounts, the opportunity lookup will load the related Opportunities from which you can select.

• Note: If the Opportunity lookup does not show any records, it means the selected Account does not have any ClosePlans, or you do not have permission.

• Find and select the Opportunity using the lookup. The remaining fields will be populated based on your selection.

• Select Template from available records. See the Select Template section for more information.

• Click Save.

How to Create a New Opportunity ClosePlan from the Opportunity Page

Creating a ClosePlan from an Opportunity Page can vary based on your environment and configuration. The following section describes the most common configuration use-case.

Creating a new Opportunity ClosePlan through the Opportunity Overview widget

Note: This method will only work if the widget is present on the the page. If not, create your ClosePlan through Opportunity modules below.

For Lightning Experience:

• Find the widget on the page (Usually at the top of the right column).

• Click the Create button.

  

For Classic:

• Find the ClosePlan section on the page

• Click the Create button

  

Creating a new Opportunity ClosePlan from Opportunity modules

Every ClosePlan module allows you to create a ClosePlan from within, whether in Lightning or Classic view.

For Lightning Experience:

• Open a tab from any ClosePlan module (ie: Scorecard or Playbook).

• Click the Create button on the right.

  

For Classic:

• Find the ClosePlan section or standalone component section on the page layout.

• Click on the Create button.
  

Template Selection

Selecting a template is a crucial step.  The template you choose drives what content and process will be deployed to the Opportunity.

If multiple templates are available to the user, the user must choose the correct template based on the given opportunity. Users in your organization should be informed how and why to choose the correct template based on predefined requirements.

Template pre-population:

If your organization has deployed only one active template, this template will be automatically loaded.

Deploy a ClosePlan using 'Clone from an Opportunity' feature

• ClosePlans can be deployed by cloning an existing ClosePlan (source template) from an Opportunity.

• The cloned ClosePlan will retain data from the existing ClosePlan as selected for Scorecard and Relationships Map. 

• For Playbook there is no option to clone existing selected data from the source Opportunity, it will clone a clear Playbook. (to describe that it will clone the events, data,  like is set in the template when you deploy the template.)
  • If the existing ClosePlan (Source Template) has a Playbook, the target Opportunity must have the same Sales Process as the Sales Process in the Source Template
    OR
  • The Source Template does not have a Sales Process selected.  

Where is the 'Clone from a ClosePlan' feature found?

• On an Opportunity that does not have a ClosePlan currently deployed
  
  

• The ability to clone from an Opportunity can be found in any ClosePlan module (Playbook, Scorecard, Relationships tabs) or ClosePlan Overview, by clicking the Down Arrow next to the Create Button.

How to deploy a ClosePlan using the 'Clone From Opportunity' feature

• Click the Down Arrow next to the Create button > a new window will open

• Click the Select... input > select recently viewed Opportunity or begin typing the name of an Opportunity

• Make the appropriate selections to achieve the desired result and click Submit to create the clone.                                                             

Clone Options, if enabled:

• Clone Scorecard - will include answered questions, score, notes and annexes.  It will not clone answered Opportunity field questions, actions and chatter.
• Clone Relationships - will clone the entire map based on Relationships settings in the CP Admin 

 if "Stakeholders always on map"  and "Two-way Opportunity contacts roles sync" features are enabled:

• Stakeholders from the source Opportunity map will be added to the target Opportunity map with Opportunity Contact Roles. 
• If the target Opportunity already has Opportunity contact roles and those same contacts are in the source Opportunity map in a structure, those Contacts will remain in the structure. Other  Opportunity Contact Roles from the target Opportunity will be added to the Target Map as separate contacts. 
• If the target Opportunity already has Opportunity contact roles created with selected Roles, and those same contacts are in the Source Opportunity map, those Contacts will be assigned with the Role from the Target Opportunity.
• If the Target Opportunity already has Opportunity Contact Roles created with N/A roles and those same Contacts are in the Source Opportunity map, those Contacts will be assigned with the Role from the Source Opportunity

Clone Options, if disabled:

• Clone Scorecard - will copy all questions as unanswered
• Clone Relationships - will copy an empty map. If target Opportunity already has Opportunity Contact Roles created and the "Stakeholders always on map"  feature is enabled, those Contacts will be added to the map as Stakeholders. 

(add more info if two-way Opport role sync) 

Possible issues when the clone is processed:

• Error Message: Selected Opportunity has different Sales Process. Please choose another.

• If staging is enabled on the ClosePlan Source Template, the Target Opportunity must have the same Sales Process
  

  Note: Different Opportunity Record Types sometimes share the same Sales Process, but the Sales Process must be the same if Staging is enabled in the Target Template

  OR

  The Target Template must have Staging disabled.

   
• Info Message: The template used by the selected Opportunity is not active. But you can still continue...

• Cloning of the Opportunity ClosePlan will not be prevented.

Note: There may be newer versions of this Template in your Org, or this version may have been discontinued.

Export Opportunity ClosePlan as a PDF

Any ClosePlan can be exported as a PDF using the Opportunity Overview widget. 

• ClosePlans cannot be exported as PDF through the ClosePlan app at this time.

Users can export full or partial summaries of Opportunity ClosePlans from the Overview Widget.

• Opportunity ClosePlans are exported to a page within the Salesforce User’s Org, keeping all information internal to the Salesforce Org.
• Opportunity ClosePlan Summaries can be printed or exported as PDF.

To export an Opportunity ClosePlan, go to the the ClosePlan Overview widget > Gear Icon > PDF Export

A new tab will open and display the Opportunity ClosePlan Export Wizard. The Wizard allows Users to customize the Opportunity ClosePlan Export to include or not include information in the Opportunity ClosePlan.

Overview of the Opportunity ClosePlan Export Wizard

1. Export options
   
   
   1. Page Format
      1. A4
      2. Letter
   2. Page Orientation
      1. Portrait
      2. Landscape
   3. Misc
      1. Show blank spaces
      2. Hide Disabled Sections
2. Opportunity ClosePlan Overview Information
3. Build Status
4. Collapse All - Collapses all sections to display only Headers
5. Expand All - Expands all sections to display all information
6. Rebuild - Rebuilds the export
7. Print - Send to printer or create PDF
8. Close - Closes the Opportunity ClosePlan Export Wizard - No record is retained in the Salesforce Org.
9. Document Outline - Choose which sections to include
   1. Preset - Displays any Export Presets as created under the 'Export Presets'
      More info below in the Opportunity ClosePlan Export Presets section
   2. Cover Page - Show or hide Cover Page
   3. Table of Contents - show or hide TOC
   4. Opportunity Details - show or hide Opportunity Details
   5. Record Page Layout - Select Record Page Layout. 
      More info below in the Record Page Layout section
   6. Limit Sections - choose # of sections to show
   7. Scorecard - Show or hide individual Categories in the Opportunity Scorecard
   8. Relationships - show or hide
      More information in the Relationship Map section
      See more information below
   9. Key Activities - show or hide
   10. Legend - show or hide
10. Preview Section - Each section is indicated in the preview
11. Section title - Correlates to the Document Outline
12. Collapse section / Include section
    1. Collapse or expand section - Section will be included in export
    2. Include or exclude section from export
       
       

Additional Opportunity ClosePlan Export Information

Relationship Map section

• The Relationship Map section (Item 9g from above) contains additional functionality

1. Interactive indicator - Indicates additional functionality
2. Edit Button - Opens a new tab - See image:
   
   
1. Zoom to fit - zoom to fit window
2. Magnification - Indicates size of image
3. Select Area - Provides the ability to select a specific area. The selected portion can be used to replace the full map in the export.
4. Replace Original - Uses Selected Area to replace the Original Map
5. Add Snapshot - Adds the Selected Area to the Relationship Map Section of Export as an extra image.
6. Cancel - Cancels the operation
   
   
3. Reset State Button - Resets the Map to the current state found on the Account

Record Page Layout

• Opportunity ClosePlans are exported based on the Opportunity Record Page created in the Salesforce Org
• Opportunity Record Page layouts control which sections and fields will be displayed in the export PDF
• Note: Opportunity Page Layouts are User based, so some Users may not have access to all available Opportunity Page Layouts
• If you prefer to use a custom layout, create a new Page Layout on the Opportunity Object (clone an existing layout, or create a new layout) and save the layout starting with “ClosePlan Export...“.
  In the example above: ClosePlan Export Test Page Layout
• Opportunity Page Layouts starting with ‘ClosePlan Export…’ will be recognized as the first choice.
• For the Opportunity Page Layout to be recognized, it must start with 'ClosePlan Export…'
• Additional information from Salesforce about Record Page Layouts can be found here.

Export the Opportunity ClosePlan Summary

Click the Print Button on the Opportunity ClosePlan Export Wizard Preview page

Opportunity ClosePlan Export Presets

Sys Admins can create Opportunity ClosePlan Presets. Opportunity ClosePlan Presets allow organizations to create a customized export with information tailored to the purpose of the export. For example:

• Opportunity ClosePlan Export Presets may include specific data that addresses the needs of a QBR, a Deal Review or any standard repeatable Business Operation in the Organization.
• Opportunity ClosePlan Export Presets may focus on specific Scorecard questions and answers, may include or hide sections, highlight portions of Maps for Client meetings.

Opportunity ClosePlan Export Presets are defined by the Admin and are managed at the Template Level.

Please see the ClosePlan Admin Section for more details.

Delete a ClosePlan Opportunity Template from an Opportunity

Any ClosePlan can be deleted using the Opportunity Overview widget or in the standalone ClosePlan App.

Opportunity Overview:

Standalone ClosePlan App tab: