Workspace Configuration


ClosePlan can be configured for Lightning Experience, Classic or both. By default, ClosePlan is installed with all configurations set except Layout configurations.

Account Page Layout Configuration - Add Relationships Map


Configure in Lightning: 

  • Go to Account Tab > open any Account
  • From the gearicon menu select Edit Page to open Lightning App Builder
  • In the page layout work space area, click on any existing Tab (e.g. Related, Details...)
  • On the right side panel click the Add Tab button to create a new tab
  • Click on the newly added tab  > On the right panel, Under Tabs click in the new Tab Label > select Custom > in the Custom Tab Label enter Relationships > click Done 
    • In the page layout work space area, the new 'Relationships' tab will appear > click on it
  • Go to the left panel menu and in the section Custom - Managed find ClosePlan: Acc.Map List
  • Drag it into the Relationships tab layout
  • Save the page

NOTE: You may also need to activate the page by clicking on Activate button > click Assign as Org Default > Save

         


Configure in Classic:

  • Go to Setup > on the left panel, under Build open Customize  > Accounts > Page Layouts
  • Click Edit by your desired Account Layout
  • In the top scroll menu, click on Visualforce Pages 
  • Drag   down to the Account Detail layout or where you wish to have it

         

  • In the Section Name enter ClosePlan Relationships > select 1-Column > click OK

         

  • Drag the  down into the newly created section - ClosePlan Relationships

         

  • Click on the properties icon

         

  • For Height enter e.g. 350 
  • Tick Show scrollbars and Ok

          

  • Save it!

         


Opportunity Page Layout Configuration - Add ClosePlan Overview, Playbook, Scorecard and Relationships


Adding ClosePlan Overview widget in Lightning


  • Go to Opportunity Tab and open any Opportunity
  • From the gearicon menu select Edit Page to open Lightning App Builder
  • On the left panel menu find Custom - Managed > ClosePlan: Opportunity Overview (TSPC)
  • Drag it into the layout - preferably to the top of the narrow column on the right
  • Click Save 

NOTE: You may also need to activate the page by clicking on the Activate button > click Assign as Org Default > Save

         


Add ClosePlan Features (Playbook, Scorecard, Relationships) in Lightning


NOTE: Before adding ClosePlan features, confirm the features purchased in the line items of your ClosePlan Customer Order Form. Accordingly, configure only those components. 

  • Go to Opportunity Tab and open any Opportunity
  • From the gearicon menu select Edit Page to open Lightning App Builder
  • In the page layout work space area, click on any existing Tab (e.g. Related, Details...) > on the right side panel click Add Tab to create a new tab

          

  • Click on the newly added tab  > in the Tab Label menu select Custom > in the Custom Tab Label enter the component name i.e. Playbook > click Done 
    • Repeat this step to add another components 

          

  • Click one of the newly created tabs > Go to the left panel menu and in the section Custom - Managed find the ClosePlan components needed, and drag them into the correct tab space according to the following

Tab Label

Component Name
PlaybookClosePlan: Opp. Playbook

Scorecard

ClosePlan: Opp. Scorecard
RelationshipsClosePlan: Opp. Relationships

          

  • Click Save 
  • NOTE: You may also need to activate the page by clicking on Activation button > click Assign as Org Default > Save


Add ClosePlan Features in Classic

NOTE: Before adding ClosePlan features, confirm the features purchased in the line items of your ClosePlan Customer Order Form. Accordingly, configure only those components.  

  • Go to Setup > on the left panel under Build open Customize  > Opportunities > Page Layouts
  • Under Action, Click Edit for the Page Layout Name you want to edit
  • In the top scroll menu, click on Visualforce Pages 
  • Drag   down to the Opportunity Detail layout 
  • In the Section name enter ClosePlan > select 1-Column > click OK

          

  • From top menu:
    • For all 3 components (Playbook, Scorecard, Relationships maps) drag the column into the created ClosePlan section > click Properties  in the ClosePlan - Tabs > set the Height to 600px > tick Show scrollbars > ok
    • For Relationships Maps only, drag the ClosePlan - Stakeholder List column into the created ClosePlan section > click Properties  in the ClosePlan > set the Height to 600px > tick Show scrollbars > ok
    • For Playbook only, drag the ClosePlan - Event List column into the created ClosePlan section > click Properties  > set the Height to 600px > tick Show scrollbars > ok
    • For Scorecard only, drag the ClosePlan - Scorecard column into the created ClosePlan section > click Properties  > set the Height to 600px > tick Show scrollbars > ok

                    

  • Click Save at the top