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 shows all contacts related to the account associated with the Key Account Plan. A pre-defined data set displays essential fields for each Contact.
You can customize the Contact-related fields that appear on the page. To do this, go to:
- Setup.
- Object Manager.
- Contact.
- Field Sets.
- Click on the Heat Map Contact Details field set.
- Drag any standard or custom field from the Contact into the field set
- Remember to Save
The fields in the Field Set then appear for each Contact on the Heat Map page.