How to Migrate to V2.0+
Why migrate to Version 2.0+
Version 2.0 represents a significant upgrade to the GSP Account Planning app. Specifically, the previous Visualforce pages used to create Whitespace, Account Roles, Partner Roles, and Colleague Roles are replaced by a Lightning Web Component (LWC).
The LWC enables users to manage all app elements, including Objectives. Using the latest Salesforce technology improves the app’s speed and usability and provides the framework for additional enhancements in the future.
Upgrading to the new version from any version below is quick and easy — follow the instructions below.
How to install Version 2.0
You can install V2.0 over the top of your existing version of the GSP Account Planning app (don’t delete your existing version before the upgrade).
To do this:
1. Visit the AppExchange Listing for the app.
2. Click the Get It Now button.
3. Enter your Salesforce production credentials.
4. Follow the instructions, choosing whether to install the new version in a sandbox or your production environment.
Incidentally, we recommend you select the option Install For All Users at the appropriate point in the process.
You may need to wait a few minutes for the Salesforce servers to finish updating. However, if you are installing the new version in an older sandbox and get the following error:
The error contains the words, “Dashboard has Image/Rich Text components but ‘Image and Rich Text Components’ permission is not enabled in this org”.
This means the sandbox was created before the Summer ’23 Salesforce release. The Account Planning dashboard now takes advantage of adding Text widgets to break up the various sections of the dashboard. The solution is to refresh the sandbox and re-upgrade the app.
Setting up Version 2.0
There are some straightforward page layout changes after you’ve installed the upgrade.
1. Go to Setup, Object Manager, Key Account Plan (the object is called Key Account Plan, not Account Plan).
2. Click Page Layouts, then Account Plan Layout.
3. Click Mobile & Lightning Actions, and locate the Manage Account Plan component.
4. Drag the Manage Account Plan component onto the top of the Account Plan Layout.
5. Scroll down to the related list for Objectives and click the wrench.
6. Click the + against the Buttons section.
7. Move “New Objective” from Selected Buttons to Available Buttons, and uncheck the New checkbox. Click OK.
8. Repeat this process for the following related lists further down the page: Account Plan Contact Roles, Account Plan Colleague Roles, Account Plan Partner Roles.
9. Save the page layout.
10. Test the Lightning Web Component by navigating to an Account Plan and clicking the Manage Account Plan button on the page. This will open a window that allows you to navigate to the relevant section of the Account Plan.
