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Get Started With Account Planner
Add the Manage Account Plan LWC to the Key Account Plan Layout
— Intro — The Manage Account Plan Lightning Web Component (LWC) button allows users to access account plan management functionality...
How to Install the Key Account Planning App
— Intro — You can install the GSP Account Planner from the AppExchange. For convenience, here’s a link directly to...
Adding Key Account Planning List to Layouts | Account Planner by GSP
— Intro — The Key Account Plan related list allows users to view the Key Account Plans associated with an...
Initiating the Account Hierarchy Page
— Intro — The Account Hierarchy page uses the standard Account parent-child relationship to determine account structure. To support this...