Upgrade steps to the version 1.150.x

Owned by Anna Madajova
Last updated: Feb 03, 2022

1.Add Object "CP Organigram Links" to the ClosePlan additional permission set to access Organigram:

  • Go to Setup > in the Quick Find box enter Users > click on Permission Sets.
  • Find ClosePlan Additional Set > click on the set > find Object Settings and open it 
  • Find CP Organigram Links and open it > click on Edit and enable (click the checkbox) Read/Create/Delete/Edit
  • Click Save


2. Add "Group" to the picklist field "Type" for the Object "CP Account Map Node" and "CP Deal Stakeholder":

  • Go to Setup and open Object Manager
  • Find CP Account Map Node > open it > go to Fields & Relationships and open Type field

          

  • Find Values section > click New button > enter the name Group into the picklist window and Save

          

          

  • Go to Setup and open Object Manager > find CP Deal Stakeholder and open it
  • Go to Fields&Relationships and open Type field
  • Find Values section > click New button > enter the name Group into the picklist window and Save

3. Edit 4 fields on the object "CP Event" as Visible

  • Go to Setup and open Object Manager > find object "CP Event" and open it
  • Go to Fields&Relationships and open field "Sync: Progress Field API Name"
  • Click on Set Field-Level Security button and  mark the check box all the fiel-level security profiles as Visible 
  • Save
  • Repeat steps for another fields : Sync: Status Field API Name, Sync: Summary Field API Name and Sync: Target Object


4. If you use Classic, place Account Relationship Map anywhere in the Classic layout and delete from the Related List:

  • Go to Setup > on the left panel, under Build open Customize  > Accounts > Page Layouts
  • Click Edit by your desired Account Layout 
    • Note: If more Layout Configurations are needed for your organization, you will need to set each individually.
  • In the top scroll menu, click on Visualforce Pages 
  • Drag   down to the Account Detail layout or where you wish to have it

         

  • In the Section Name enter ClosePlan Relationships > select 1-Column > click OK

         

  • Drag the  down into the created section - ClosePlan Relationships

         

  • Click on the properties icon

         

  • For Height enter e.g.350 and click Ok 


          

  • Go to the Related List where your previous Account Map was > click on the Remove Icon 
    • the Account Map will be removed from the Related List


  • Save it!