Account Planner (How to Migrate to v2.56+)

Why migrate to Version 2.56+

Version 2.56 represents a significant upgrade to the GSP Account Planning app. Specifically, it adds the Contact Heat Map, introduces the Account Health Review, and upgrades the lightning web page to feature new banners and charts.

The Contact Heat Map allows us to better understand our relationships with the key stakeholders at accounts. The Account Health Review shows us our overall relationship with the Account. The new lightning web pages improve the user experience and align with the latest SFDC technology.

Upgrading to the new version from any version below is easy — follow the instructions below.

How to install Version 2.56+

You can install V2.56+ 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, “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 2.56+

There are some straightforward page layout changes after you’ve installed the upgrade. A System Administrator can do these:

• Add System Admins to the “Key Account Plan App” Permission Set.

• Customize the Criteria Field picklist values on the “Account Health Criteria” Object. As standard, it will have 5 default values. These determine the values used in the Account Health Review Object, which are subsequently displayed on the Radar Diagram.

In the Key Account Planner Lightning Web Page:

• Drag both Custom Managed Features onto the page. “GSP Account Plan Banner” (store this at the top of the page) and “GSP Objectives And Health Check” (place this in the right-hand column).