Admin & configuration
These guide topics are placeholders while we prepare the support library. Need help now? Email our support team.
Configuring field permissions for OrgChartPlus
Set up the correct Salesforce field-level security and object permissions for your users.
Guide coming soon
Custom chart types and colour coding
Create custom relationship types, opinion values and colour rules to match your methodology.
Guide coming soon
Page layout configuration
Add OrgChartPlus and Plan2 Suite components to your Salesforce page layouts.
Guide coming soon
Managing user licences
Assign, remove and audit licences across your Salesforce org for all SalesMethods apps.
Guide coming soon
Custom fields and attributes in Plan2Close
Add your own qualification fields and scoring criteria to the Plan2Close MEDDPICC® template.
Guide coming soon
Permission sets and profiles
Recommended Salesforce permission set configurations for admins, managers and reps.
Guide coming soon
Configuring renewal triggers in Plan2Renew
Set up automated renewal prompts, health scores and alert thresholds.
Guide coming soon