Relationships Settings

Relationships contains Options, Fields and Picklist Values that configure Stakeholders and their relationships.

Options 


Control Opportunity Contact Roles

Enable this feature to allow ClosePlan to automatically create/delete/update Opportunity Contact Roles while managing Stakeholders.

If ClosePlan Stakeholders have the same Role definition as Opportunity Contact Roles (Recommended), value will be synchronized when creating Stakeholders from Contact Roles or when Contact Roles created/updated based on Stakeholder changes. 

Note: Changes made directly to Contact Roles are not propagated back to Stakeholders due to Salesforce limitations on Opportunity Contact Role object. Once ClosePlan is deployed, Users should work with Stakeholders only.

Note: Whereas one contact may represent multiple Stakeholders on different Opportunities or Account maps (e.g. Budget Owner, Champion, etc), propagation to the contact does not happen. Doing so would mean that the contact would be assigned one role across all instances.

=> If enabled and you will deploy a template, Contact Roles on the Opportunity will be propagated to the Role on the Stakeholders. If you want to change the Role, you have to change it on the Stakeholder and it will propagate the change to the Contact Role on the Opportunity.

  • Toggle the button to enable the function and Save.

           


Stakeholders Always On Map 

When enabled, all Stakeholders will be always present on the map and the Unmapped list will be removed.

Note: Removing Stakeholders from the map will behave the same as if deleted. Stakeholders are removed from the Opportunity.

  • Toggle the button to enable the function and Save.

          

          Disabled = unmapped Stakeholders are found under the Unmapped Stakeholders icon

          

          Enabled = The Unmapped Stakeholders icon is not available and Stakeholders are always in the map. If a Stakeholder is removed, they will be placed in the Contact list.

         


Hide Stakeholder "Covered by" feature

When enabled, will hide Covered by functionality from Stakeholder detail window and map node 

  • Toggle the button to enable the function and Save.

         

         Disabled:

          

         Enabled:

          


Fields

Displayed Fields

Hide or display fields in Stakeholder detail/edit panels, lists and/or mapper tool. 

  • To hide a field, select it from the visible section >  clickbutton > click Save Fields

         Setting:

         

          Result:

         

Additional Contact Fields

Add specific contact fields into Stakeholder detail/edit forms.

  • From Available Fields select the desired field and move to Selected fields viabutton > reorder if needed > click Save Fields

         Setting:

                  

         Result:

                  


Stakeholder Contact Field Replacement

Allows to replace original ClosePlan field with custom field.

  • There are 4 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 FieldsObject 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:

             

Make sure that mapped fields are able to receive the intended values properly. Options like max. length, picklist values, etc. should match the ClosePlan definition of the Stakeholder object. If you are not sure, ask your administrator for assistance.

Picklist Value

Defines Stakeholders Picklist Values and is set as a part of ClosePlan package. Contains Decision Status, RelationshipRole and Support Status of the Stakeholder. 

Picklist Values can be renamed, reordered, added or deleted. Changes should be completed before using ClosePlan.


Changes must be saved by clicking on the Save Picklists button!


How to find which Contact Roles are set in the organization?

  • Go to Setup
  • Into Quick Find box enter Contact Roles on Opportunities and open it. 


Changes in Picklist Values will change the configuration in your administration Setup in Salesforce.

Any changes you want to make to Picklist Value must be made in the ClosePlan Application, not in Salesforce!


Picklist Values Setting:

  • Default: Selecting a default option will automatically pre-select the default option when a user creates a new record. Only one default is allowed. 
  • Weight: Assigns the value of each option from 0 - 100
  • Color:  Color used for presentation purposes in the Stakeholder Overview and nodes

Result:

 

Edit Picklist Values

Allows the renaming of values.

  • To edit e.g. Decision Status clickon hover over > rename and Save
  • To edit a subvalue click thebutton > rename Master Label and API Name (make it the same as the master label)
  • Click Save Picklist to save all changes

         

        

Add a new Value

  • Click the  button.
  • Enter Master Label name of the new value and enter the same name into API Name.
  • Choose Weight and Color, click the Save Picklists button and Confirm your step. 

          

               

Reorder the Value

  • Click the edit arrow next to the value you would like to move. Click the  up or down arrow to place the value in your preferred spot..

            


Delete the Value

  • Clickbutton 
  • Click on  > Confirm and save by clicking on the Save Picklists button.
    •  Deleted values must be recreated if needed again.