General Settings
- Anna Madajova
- David Depman
- Petr Chvala
Available Modules
Control which ClosePlan features are visible to end users in ClosePlan: Opp. Tabs, ClosePlan: Overview Widget components, and the Standalone App for the following modules:
ClosePlan Playbook
ClosePlan Deal Scorecard
ClosePlan Relationship Mapping
ClosePlan: Opp. Tabs on the Opportunity | ClosePlan: Overview Widget on the Opportunity | Standalone App |
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How to Enable/Disable Modules:
Toggle the corresponding switch next to each module and Save.
Some ClosePlan customers may not have access to all modules.
Please refer to the line items in your ClosePlan Customer Order Form to verify which modules were purchased.
Customization
Rename Modules
You can rename ClosePlan modules to better align with your organization's naming preferences or working language.
Module renaming requires Translation Workbench to be enabled with English (en_US) language.
In case you are using separate tabs for each ClosePlan module in Lightning Page (Lightning) or Sections in Page Layout (Classic), make sure you update tab/section labels as well.
Labels are saved asynchronously. It can take time until changes are applied due to caching.
How to Rename:
Click Rename Modules.
In the modal window, update the module names as needed and click Save Changes to apply the updates.
Document Export Options
Customize the appearance of exported PDFs to align with your organization's branding and preferences.
Enable or disable Live Preview for Microsoft Document Export.
PDF Appearance
Allows importing an image from Static Resources for the Cover Page and Footer in PDF documents.
Enables selection of colors for Background, Foreground, Headings, and Links.
How to Configure:
Click Document Export Options.
In the modal window, adjust the following settings as needed and Save Changes.
Example configuration:
PDF export result:
Microsoft Document Export
Task Options
These settings define the default Task Record Types used when users create Tasks within ClosePlan, helping streamline the task creation process by skipping manual selection of Record Types.
How to Configure:
Click Task Options.
In the modal window, adjust the settings as needed and Save Changes.
Default Task Record Type
Sets a global preferred Record Type for all Tasks created from ClosePlan. Users will no longer be prompted to select a Record Type, as long as they have access to the specified type (based on their Profile settings). If not, this setting is ignored.Default Account Plan Task Record Type
Overrides the Global Task Record Type specifically for Tasks created in the Account Plan module. If no value is set, the global Record Type will apply.Default Opportunity ClosePlan Task Record Type
Overrides the Global Task Record Type for Tasks created in the Opportunity Plan module. If no value is set, the global Record Type will apply.
Retrieve Page Layout Configuration
Use this option to sync and store available Task Page Layouts from your Salesforce organization.
This is especially important if:
Multiple Task Page Layouts are deployed
The default Task Page Layout has been renamed
Clicking Retrieve Page Layout Configuration ensures proper functionality by updating the layout references.
Task Record Type access is driven by Profiles. Please ensure that the Profiles that need access to the chosen Task Record Type are assigned access.
Search Options
Select fields from the Opportunity object to be used during search operations—such as in Account Planning, cloning ClosePlans, etc.
How to Configure:
Click Search Options
Select up to 5 fields from the Available list and move them to the Selected list > Save Changes.
