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Upgrading Account Plan Templates

Upgrading Account Plan Templates

Overview

Templates on the Account level can be upgraded to:

  • A new version of the same Template
    OR

  • A different Template

The existing Source and Target Templates must be mapped.

  • Selected data from existing Templates can be retained and moved to the new Template.

 

Example: Users are already working with a deployed Template. Your organization plans to change, delete or add new data or events to a new version of that Template (e.g. scorecard questions, answers, scoring changes etc.).

With Template Upgrade, Organizations can now upgrade existing templates to include new Scorecard questions, Whitespace Product Lines and Metrics, while still keeping existing data that must live in the new Templates and existing Account Plans.

Important!

Data that needs to be retained in current Account Plans must be mapped to synchronize the newly upgraded template with the old template.

Failure to correctly map data can result in the loss of data!

We strongly recommend testing an upgrade of one test Account Plan to ensure your settings are correct and all data migrates successfully.

You will receive an email when the upgrade is complete.

Check that all data has migrated correctly.

Data that is lost may not be recovered in some cases!

Upgrading a Template

  • Make sure the Target (new) Template is ready for upgrade and is in Active mode.

  • Go to Import / Export and select the Source (old) Template, and the Target (new) Template

  • Click the Upgrade button

 

 

Upgrade Process

Once you click the Upgrade button you will go through a setup process.

1. Select Template

image-20250129-161224.png

  1. Source and Target Template information

  2. Upgrade Steps

  3. Selected Templates

  4. Information panel for Source Template

    1. Account Plan Template Name

    2. Version

    3. Version Name

    4. Whitespace

      1. Product Lines

      2. Metrics

    5. Scorecard

      1. Categories

      2. Questions

  5. Information panel for Target Template

    1. Account Plan Template Name

    2. Version

    3. Version Name

    4. Whitespace

      1. Product Lines

      2. Metrics

    5. Scorecard

      1. Categories

      2. Questions

  6. Switch Templates

    1. Changes Source <>Template Templates

  7. Mapping Summary

    1. Summary of Upgrade items that will be upgraded, added and deleted.

Check to ensure that you have the correct templates for Source and Target templates.

 

2. Whitespace

‘Whitespace’ displays Product Lines and Metrics that exist in the Source Template, and shows the Product Lines and Metrics that exist in the Target Template.        

  1. Items that are not identical are not paired.

    1. In this example, 3 Product Lines will be deleted and 3 will be added.

  2. Items that are identical are automatically paired.

  3. Map unpaired items as needed.

Click Next

 

3. Scorecard

‘Scorecard’ displays data from the Source (old) Template Scorecard and from the Target (new) Template Scorecard

 

‘Scorecard’ displays data from the Source (old) Template Scorecard and from the Target (new) Template Scorecard

Identical Items are automatically paired. Those items that are slightly edited may also be paired, but it is important to check each Item.

Data from the Source (old) Template will be mapped, deleted or added to the Target (new) Template.

= Mapped: Will be upgraded in the Target Template

= Deleted: Not Mapped (Will be deleted and not added to the Target Template)

= Added: Will be added to the Target Template

= Will remain in the Target Template

 

Example 1 of Mapping:

  • In Example 1: The Target Template Scorecard Question was edited slightly.

    • The upgrade detected that the two items are not the same and automatically determined that the event in the Source Template should be deleted (x) and the new information in the Target Template will be added (+).

    • To map the question, click on N/A to open a mapping modal                             

The most likely available records are presented from which you will select the correct source Template Question that will be mapped to the Target Question.

Result:

 

Example 2 of Mapping:

image-20251210-131937.png

 

  • In Example 2, a new Question was added to the Target Template that did not exist in the Source Template. The + icon indicates this item will be added.

4. Finish

Save your mapping and finish the upgrade process.

NOTE: It is highly recommended to save the mapping.

Saved Mapping will allow Users to deploy the latest version of an Account Plan Template when creating follow up Account Plans from older versions in one step. Without a data Map, a manual upgrade would be required.

Important!

Data that needs to be retained in current Account Plans must be mapped to synchronize the newly upgraded template with the old template.

Failure to correctly map data can result in the loss of data!

image-20250129-162726.png

Mapping Details

  • Active Button

    • Activates the Mapping

  • Description

    • Enter a description as needed

  • Created

    • Name of User creating the Map

  • Mapping Summary

    • Summary of items that will be Upgraded, Added and Deleted.

  • Save

    • Clicking Save will save your mapping for future use. It is recommended to save your mapping before testing or upgrading.

Upgrade Account Plans

Did you save your Mapping?

  • Which Account Plan should be upgraded?

    • Select Single Account Plan

      • This selection will upgrade one Account Plan only.

        image-20250130-085901.png

         

    • Import CSV with Account Plan records

      • Choose the CSV file with Account Plan records

      • Fill in Exclude Filters if needed

        image-20250129-163334.png

         

    • All Account Plans with Source template

      • This selection will upgrade all Account Plans with the Source Template.

      • Fill in Exclude Filters if needed

        image-20250130-090504.png

NOTE: As with any migration, testing is recommended.

It is recommended to upgrade a single Account Plan first.

If possible, upgrade a ‘Test’ Account Plan to protect real data while ensuring the migration is successful.

 

Click Start Upgrade to initiate the upgrade process

          

  • When the upgrade is complete, a confirmation screen will be displayed and an email will be sent.

  • For additional upgrades click Continue with upgrades and repeat the process.

  • If no further upgrades are needed, click the Or Close button

 

Troubleshooting

Accidental Upgrade

If you have made a mistake or you need to undo an upgrade please do the following:

  1. Check the Salesforce Recycle Bin

    1. Look for deleted records with names like Scorecard, ClosePlan, Assessment, or Plan.

    2. If you see a large batch of these deleted at the exact time of the upgrade, the files may be recoverable.

      1. NOTE: Deleted items remain in the Recycle Bin for 15 days as a standard. After 15 days, Salesforce schedules these items for permanent deletion from the Recycle Bin. Salesforce does not guarantee the exact time that the Recycle Bin permanently deletes these items. Admins can change the hard deletion time, so your Org deadline may vary.

  2. Do NOT delete any files in the Salesforce Recycle Bin

  3. Reach out to your CSM to alert them to the situation and engage with Technical Success by opening a Case at Support@People.ai