Updates to the Relationship Mapper:
Opportunity Manager's latest update focuses on the Relationship Mapper's functionality with new features and fixes:
- NEW | Relationship Mapper Scrollable Contact List:
When adding a contact to the Relationship Mapper, users can now select existing account or related account level contacts from a pre-populated, scrollable list.
- NEW | Create New Contact:
Users can now select "+ New Contact" from the scrollable contact list mentioned above in order to create a new contact to add to the Relationship Mapper. The created contact will be saved at the account level and will enforce client Salesforce environments required contact creation fields.
- NEW | Logical Selections:
Added logic behind the selections a user can make within the drop-down menus of a contact in the Relationship Mapper. For example, a rep cannot select a contact as being both a "Champion" and a "Blocker" at the same time.
Additional Fixes and Improvements:
- Improved Hierarchy Connection: Augmented the connections of the hierarchical lines within the Relationship Mapper.
- Unsaved Changes Pop-Up Message: Resolved the inconsistency of the unsaved changes pop-up message.
- Color-Coding: Revised the coloring of the contacts on the mapper (i.e. red contacts for blockers, green for champions, etc.)
ACTIVATION INSTRUCTIONS:
Opportunity Manager Version 2.10:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tHt000000cViA
To activate this update, follow these four easy steps:
1. Sign into Salesforce
2. In the url, highlight and delete the portion of your unique web address that comes after ".com/"
For example:
https://yourcompany.lightning.force.com/lightning/page/home
or
https://yourcompany.salesforce.com/Opportunity/006O80000AG7e4IAD/view
3. Replace that same portion of the web address with: packaging/installPackage.apexp?p0=04tHt000000cViA
4. Click “Install for all users” (recommended) or install to your preference
COMPLETE!
No existing data or settings will be affected during this process.
If you have questions or need assistance, contact us.
