Adding Account Questions to Plan Types

Once your questions are created, you need to add them to the relevant account plan types. An Altify Account Plan Type Question record must be created for each instance that you add a question to a plan type. This 'join record' does the following:

• Facilitates the sharing of question answers across account plan types.

• Allows you to define how the question is displayed in each type of account plan, i.e. the order in which it is displayed and the section in which it is displayed.

To add an account question to a plan type, do the following:

1. Open the Altify Account Plan Type Questions tab in Salesforce.

2. Click the New button.

3. Complete the fields:

   Field	Description
   Sort Order	The order in which the question is displayed in its allotted section.
   Plan Type Question Name	The name for this join record. Tip: We highly recommend a naming structure that references the relevant question and plan type. This will allow you to quickly see which questions are linked to which plan types when you view the Altify Account Plan Type Questions tab.
   Account Plan Type	The question will appear in account plans of this plan type.
   Account Question	The question that you are adding to the plan type.
   Section Heading	The section in which the question will be displayed in account plans of the specified type. This value depends on whether your organization wants accounts questions to be organized into sections or displayed as a simple list. For more information, see Using Section Headings for Account Questions.

4. Click Save, or Save & New to create a new join record.

   Your question will now be displayed in account plans of the specified type.