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Customizing The App
Add Custom Fields to the Key Account Plan
The Key Account Planner app has a set of default fields to help you build an account plan that will...
Modify the Account Plan Page Layout
If you would like to update the position of a field on the Key Account Plan page, you can do...
Modify the Account Segmentation Fields
Segmenting your customers is a critical first step in account planning. The app provides two fields (Current Segment and Target...
Modifying the Account Plan Contact Roles picklists
You can modify the Role and Relationship Strength picklist values on the Account Plan Contact Role object to better suit...
Modifying the Account Plan Partner Roles picklists
Here’s how to modify the Partner Type picklist values. You can change this field by navigating to: Setup Object Manager....
Modifying the Account Plan Colleague Role picklists
You can modify the Colleague Role picklist values on the Account Plan Colleague Role object to better fit your business...
Modifying the Whitespace Picklists
White space records allow users to identify upsell and cross-sell opportunities with customers and prospects. Remember, at any time, you...
Modifying the automatically created White Space records
When Users create an Account Plan, a white space record is automatically created for each picklist value on the Offering...
Roll-up custom Opportunity fields to the Account Plan
We use the Opportunity Amount field to calculate the values in the KPI section of the Account Plan. The reason...
Customizing the Account Hierarchy Page
You access the Account Hierarchy page via the Manage Account Plan button on the Key Account Plan or the Account...
Modify the Reports and Dashboards
The app includes pre-built dashboards with underlying reports. The Dashboards are: To view the Dashboards: Click the Dashboards tab. Navigate...
Customizing the Contact Heat Map
The Contact Heat Map is an enhancement to the previous Contact Roles feature. It allows you to track the critical...
Modifying the Heat Map Values
The Heat Map allows users to identify their relationships with Key Stakeholders at a Customer. Remember, you can review our...
Modifying the Account Health Review Values
Account Health Review records allow users to track their progress against key identifiers that define success in our relationships with...
Customizing the Contact Details on the Heat Map
You can access the Heat Map page via the Manage Account Plan button on the Key Account Plan. The page...
Custom Account Plan Names
The Key Account Planner’s default Account Plan Name is an Auto-Number. You must retain this field as it is used...