Changing the Account Plan Landing Page

Normally, when a user opens an account plan, the page they land on is Plan Overview.

However, you can set a different page to be the landing page instead.

(This setting applies to all Account Manager users.)

1. In Setup, click into the Altify Account Plan custom object.
2. Go to the 'Buttons, Links, and Actions’ section.
3. Click the View link's Edit option.
4. Select Visualforce Page.
5. In the Visualforce Page drop-down, select one of the landing page options:

Option	Landing Page
acc_mgmt_plan_summary_app Page	Plan Overview
acc_mgmt_plan_details_new_app Page	Plan Details
am_opp_map_app Page	Opportunity Map
acc_mgmt_objectives_app Page	Objectives



6. Click Save.