X-Pages on Account Plans
Key Account Managers and account team members can access multiple X-Pages from dedicated tabs within an Account Plan. Each X-Pages visualization occupies a separate tab, ensuring team members can easily access visualizations when relevant for their planning.
Who can use this feature?
- Content Creators - Browser
- Creating Account Plan X-Pages from Templates
- Key Account Managers, Team Members - Browser, iPad, Windows
- Using X-Pages on Account Plans
- Users do not require an additional license
Configuring X-Pages on Account Plans for
Key Account Managers, Team Members
To configure this feature:
- Ensure the following are complete:
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Select the Objects tab.
-
Grant end users the following permissions:
Object Object Permission Object Types Fields Field Permission html_report__v R - account_plan_default__v
- account_plan__v
All fields Read - Navigate to Admin > Configuration > Objects > account_plan__v.
- Select Layouts.
- Place the X-Pages (myinsights_account_plan_section__c) section on the appropriate layouts.
Creating Account Plan X-Pages from Templates as
Content Creators
Content Creators can design and deploy multiple Account Plan X-Pages to deliver tailored account insights.
For instructions on deploying an Account Plan X-Page, or for information on using the out-of-the-box X-Pages Studio template for Account Plans, see Using the Account Plan X-Pages Studio Template.
Using X-Pages on Account Plans as
Key Account Managers, Team Members
Key Account Managers (KAMs) and team members can view multiple X-Pages from a single account plan as they evaluate account strategies.
To navigate between multiple account plan X-Pages:
-
Navigate to the target account plan.
-
Expand the X-Pages section.
The sorted X-Pages display inside the section. The first account_plan_default__v content displays first. Subsequent account_plan__v and additional account_plan_default__v content displays next in alphabetical order by name.
-
Select the desired tab to load a specific X-Page.
To navigate between multiple account plan X-Pages:
-
Navigate to the target account plan.
The first account_plan_default__v page displays as a tab before the details tab. Additional account_plan_default__v and account_plan__v pages display after the details tab from left to right in alphabetical order. Users can scroll horizontally if the number of tabs exceeds the available screen width.
- Select the desired tab to load a specific X-Page.
To navigate between multiple account plan X-Pages:
-
Navigate to the target account plan.
The first account_plan_default__v page displays as a tab before the details tab. Additional account_plan_default__v and account_plan__v pages display after the details tab from left to right in alphabetical order. Users can scroll horizontally if the number of tabs exceeds the available screen width.
- Select the desired tab to load a specific X-Page.
