1.238 - 1.244 Change Highlights

Added ability to decide if scorecard header should auto-collapse or not based on mouse hover

If enabled (default), Scorecard Summary Header will expand on mouse hover and collapse on mouse out

If disabled, header will stay opened all time

Available for both Account and Opportunity Level

Invocable from Account Record Page or from specific Account Plan

• Opening from Account Record Page automatically opens current active plan. If there is more than one, user is prompted to select.

NOTE: Export uses standard Print to PDF functionality, direct download is not supported

Allows to add additional resources to Scorecard Question (Hyperlinks only at the moment)

Available for both Account and Opportunity Scorecard

This feature is disabled by default. Steps to enable:

• Enable Annexes under Admin > Environment > Scorecard tab

• For existing installations, make sure to init Permission Set configuration again for any already configured License type. If all available already configured, Configure All can be used to update all at once.

Provides ability to import ClosePlan users based on CSV file

• CSV specifies list of usernames and access level (scopes) they should receive

• Available scope values can be found in the documentation (link in the dialog).

• Multiple scope values are separated by a space

• A sample file can be downloaded directly from the import dialog

Ability to rename Account Plan modules

• Note: Changes might be propagated with delay. To see changes immediately, log-out from Salesforce and log-in again.

Ability to set the ClosePlan Maintenance Flags

• It is mainly used to provide support and additional debug options within Subscriber Organization.

• Maintenance flags can change behavior or enable per-component client-side debug statements.

• Applies to current user only, other users are not affected.

CSV Parser format updates

• All CSV uploads can now have any valid format ie: separator symbol (';',','tab), With/Without value quotation, …)

• As a result, CSV can be created in various table processors (Excel, Word,…, SFDC Report CSV download).

Allows to create follow-up for existing plan, if it meets conditions

• Automatically uses the same template and sets the next period in line (ie: FY2022 Q1 => FY2022 Q2)

• Allows to take over content from the existing plan as defined in Follow-up options

• Existing Plan can have only one follow-up

Configuration is available automatically if People.ai Full package is installed

Requires P.AI instance (Web App) where API keys are generated

Simply follow the steps in the configuration dialog

• Note: Remote site configuration can be skipped if the same endpoints are already registered

When activated, additional P.AI features like Stakeholder Insights will be enabled for users

Added additional People.ai insights to Stakeholder Cards

Available for both Account and Opportunity Relationship Mapping and Scorecard’s Contact Tracking

Requires People.ai API Connection to be properly configured.

Record Create From: View Picklist Dependencies

• Allows to easily understand picklist fields dependencies, no matter where are fields located in the layout

• Allows to set values to all dependent fields in one go