Relationships

The Relationships tab controls how Stakeholders and the Relationship Map behave.

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Options tab

Stakeholder detail visibility

These settings control which sections and fields appear on an individual Stakeholder's Detail view tab.

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Enable Notes

Shows Notes on the Stakeholder detail, so users can add free-text notes per Stakeholder.

Hide Stakeholder "Covered by" tab

Hides the Covered By functionality from the Stakeholder detail and map cards. When visible, this feature lets you associate internal users with a Stakeholder (e.g. who on your team owns that relationship).

Hide Goal Field

Hides the Goal field from the Stakeholder detail.

Hide Description

Hides the Description field from the Stakeholder detail.

Opportunity Contact Role Sync

These settings keep ClosePlan Stakeholders aligned with standard Salesforce Opportunity Contact Roles, and prevent duplicate or conflicting records.

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Two-way Opportunity Contact Roles Sync

Keeps Opportunity Contact Roles (OCR) and ClosePlan Stakeholders in sync automatically. Creating, updating, or deleting one will create, update, or delete the matching record on the other side.

When the sync is active, Opportunity Contact Roles (OCRs) on the Opportunity are propagated to the RoleField on the Stakeholder — and vice versa.

Role definitions — prerequisite for sync (Recommended)

• For role values to sync correctly, the Role definitions in ClosePlan Picklist Values must match the Opportunity Contact Role (OCR) values in Salesforce. When both sides share the same role definitions, the role value is automatically synchronised in both directions.

Prevent Duplicate Contacts when Creating Opportunity Contact Roles (OCR)

Stops users or automated processes from creating an Opportunity Contact Role (OCR) for a Contact that's already referenced by another Contact Role on the same Opportunity.
This behavior will be enforced whether the Opportunity has a deployed ClosePlan or not.

Relationship Map behaviour

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Stakeholders Always On Map 

When enabled, all Stakeholders exist on the map only — there is no Unmapped state. The Unmapped list is removed from the Stakeholders tab.

Caution — with this enabled, removing a Stakeholder from the map behaves the same as deleting it, which removes the Stakeholder from the Opportunity entirely.

When Disabled, it shows unmapped Stakeholders:

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When Enabled - all Stakeholders are placed into the map:

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Fields tab

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Additional Fields

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This section allows you to manage fields on record detail or list view layout.

• To display additional fields, they must first be created on the sObject. Creating fields requires System Administrator permissions.

• You can easily access sObject fields using the "View Object Fields" link. (located in the header of the Related Contact Fields section)

Click the Manage List Layout Button

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In the Modal, Arrange the columns as preferred or needed.

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• In addition to the default columns, only fields added to the additional columns list will be available for selection.

• If you cannot find the field in the Available Columns list, it must be added.

Related Contact Fields

• Related Contact fields are displayed in the Stakeholder information modal in both Account and Opportunity Maps.

  • On the Opportunity, the modal appeard from the Stakeholder List and also from the Stakeholder tile on the Map surface.

  • On the Account, the modal appears from the Stakeholder tile on the Map surface.

• Related Contact Fields can be edited, reordered and additional fields can be added to the list as needed.

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• View Object Fields: Opens a new tab to the Contact Object > Fields and Relationships. Users with the correct permissions can add fields here.

• Add Field: Click to add a Field to the List.

• Field Type: Indicates the Field type of the Field

  • Available Field Types:

    • Picklist

    • Multi-Picklist

    • Lookup

    • Date

    • Datetime

    • Checkbox

    • Text

    • Long Text

    • Rich Text

    • Url

    • Phone

    • Email

    • Currency

    • Number

    • Percent

    • Formula

• Field: Name of the Field that will be included in the Additional Contact Fields section of the Modal

• Up/Down Arrow: Used to rearrange the list

• In Detail: Includes the Field in the Detail section of the Stakeholder Overview modal. Activated by default

  • Example of where the custom Related Contact Fields appear on an Opportunity Stakeholder detail modal when ‘In Detail’ is selected:

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• In List: Indicates if the Field is displayed in the Stakeholder List under the Relationships Tab

  • To include a Field in the List, click the Manage List Layout button in the top right.

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  • In the modal, Select fields to add or remove from the List

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  • Click Apply AND Save

  • Result:

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Social Fields

Add specific contact fields to the Stakeholder detail/edit forms.

• From Available Fields select the desired field and move to Selected Fields via

  button > reorder if needed > click Save Fields
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Field Replacement

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This feature substitutes a ClosePlan field with a custom field.

• There are 4 default ClosePlan 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 Fields:                                                                               Custom Fields:

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Picklist Values

Picklist Values define the options users can select for each Stakeholder Attribute. What is set up in the admin is what users will see and can choose when configuring or updating Stakeholder details.

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How to Manage Stakeholder Attributes

ClosePlan Package contents maximum of 6 Attributes, which administrators can enable, disable, and customize.

• 4 Default Attributes

  • Decision Status

  • Relationship

  • Role

  • Support Status

• 2 Optional Custom Attributes

  • Attribute X

  • Attribute Y

• Go to ClosePlan Admin > Environment > Relationships > Picklist Values > click the Manage button > Edit

• Here you can enable, disable, rename, or reorder Stakeholder Attributes

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1. Reorder - reordering attributes will update their order of appearance in the following places - the Admin page, the Stakeholder List, the Stakeholder Card, the Stakeholder Overview modal.

2. Enabled - allows to show or hide a Stakeholder Attribute across the system. When disabled, the Attribute will not appear on the Admin page, the Stakeholder List, the Stakeholder Card, or the Stakeholder Overview.

3. Letter - displays the selected letter for the Attribute on the Stakeholder Card.

4. Label - indicates the name of the Stakeholder Attribute.

5. Show On Card - setting can be enabled or disabled if the Stakeholder Attribute is Enabled. If Show On Card feature is disabled, the Attribute will not appear on the Stakeholder Card.

Stakeholder List	Stakeholder Card	Stakeholder Overview

Stakeholder List	Stakeholder Card	Stakeholder Overview
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How to Manage Stakeholder Attribute Picklist Values

You can manage picklist values for each Stakeholder Attribute, including adding new values, editing existing ones, reordering and deleting values, setting a default value, and configuring picklist colors.

You can also replace deleted values to avoid data issues.

• Go to ClosePlan Admin > Environment > Relationships > Picklist Values

• click Edit next to the Attribute

• from here you can:

Find the Contact Roles

How to find the Contact Roles set in your organization?

• Go to Setup

• In the Quick Find box, enter Contact Roles on Opportunities and open it. 

Replace Values

Replace the values for the individual Picklists

• Go to ClosePlan Admin > Environment > Relationships > Picklist Values and click the Replace Values button in the top right

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In the modal, select the values.

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• Field

  • Select the Picklist in which you want to make changes

• Value to Replace

  • Select or type in the Value you want to replace

• Replace With

  • Select the value that will replace the previous value

Example:

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• Click Replace Values

• In the modal, enter the values:

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• Click Submit
  
  

• Options:
  
  

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1. Add Value - Add a value to the Picklist

2. Reorder - Reorder the Picklist

3. Label - Value that will be displayed on the Picklist

4. API - API name for the value

5. Default - Indicates the default answer. Like Highlander, there can be only one.

6. Color - Assign a color to the Picklist Value

7. Delete - Delete the Picklist value.

• Click Save to save all changes

Color Tags

Enable Users to enrich Relationship Maps with contextual insights through a dedicated side panel containing two components:

1. Annotations

Users can enter map-specific notes, strategic observations, stakeholder insights and more directly within the Relationship Map. Annotations are associated with each map, providing persistent context for deal teams.

2. Color Tags

A visible color legend displays admin-defined stakeholder tags and their meanings, eliminating ambiguity around color-coding conventions. Users can quickly understand the standardized taxonomy (e.g., Champion, Blocker, Economic Buyer) established by their organization.

Color Tags are drag-and-drop, allowing Users to quickly and correctly assign colors to Stakeholders on Relationship Maps.

Misc

Account Map Name Presets

Assign Map Name Presets for Account Maps

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Click Add New to add new values

Click Save Presets to save values

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Result:

When creating a new Account Map, the presets are automatically presented to Users:

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Additional Settings: 

Prevent Users from renaming the Account Maps and provide an option to select predefined names

When a Account Map is created, by default the User creates a name for that Map. ClosePlan provides the ability restrict this behavior and to provide a list of predefined Account Map names. 

• Go to Setup > Custom Metadata Types and open CP Definition

• Click Manage CP Definitions button and click New

• For Label and CP Definition Name enter: OBJECT_ACCOUNT_MAP

• Select Active

• For Value enter the desired values that the User will have the option to select (for example Global, EMEA, APAC) and click Save

  Example: { "namePresets": [ "Global", "EMEA", "APAC" ] }

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         The UI result:

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