Account Planner Release Notes

Enhancement: Added field validation to prevent incomplete Health Score review records. Enhancement: Implemented fully responsive Manage Account Plan pop-up. Enhancement:...

Why migrate to Version 2.56+ Version 2.56 represents a significant upgrade to the GSP Account Planning app. Specifically, it adds...

Enhancement: Heat map added to core functionality. Fix: Removed Individual Id from Contact Details Field Set (Contact Object)

Enhancement: Print function added to Account Plan page layout.

Enhancement: Account Plans by Approval Status chart added to dashboard. Enhancement: Reduced the number of unnecessary DML operations. Bug Fix:...

Bug fix: Fixed issue with custom look ups pointing to account records. Enhancement: Removed unnecessary test picklist field. Enhancement: Fixed issue with...

Why migrate to Version 2.0+ Version 2.0 represents a significant upgrade to the GSP Account Planning app. Specifically, the previous...

Enhancement: Production deployment of LWC to replace existing Visualforce pages. Enhancement: Testing package with Lightning Web Components. Enhancement: Updated permission set. Enhancement: Updated dashboard...

Enhancement: All languages added to Translation Workbench settings for the app. Enables system administrators to translate app components into any other...

Enhancement: Sets KPI percentage fields to zero (rather then error) if the target figure is not populated. Update: Removes deprecated functionality relating...

Enhancement: Field set created on the opportunity to allow a custom Date field to be used as the Opportunity to...

Enhancement: Two new reports added to Account Plan dashboard for open activities with Objectives. Update: Reallocates Whitespace reports to dedicated folder to...

Enhancement: All opportunity to Account Plan roll up fields can now be removed from the Field Set if appropriate.