Account Manager Launchpad

The Account Manager launchpad on an Account record provides an overview of an account's opportunities and key players, along with the insights (goals, pressures and initiatives) associated with those key players.

Note: The Won Opportunities tile captures data from opportunities closed for this account in the current quarter and the quarter that preceded it.

The Account Manager launchpad appears as follows for customers with a People & Problems license:

The account summary information is not displayed and only the Key Players and Division A division is typically a smaller service unit or business unit within an account. By providing the same features as an account (row on the opportunity map, relationship map, insight map, etc.), divisions allow you to accurately map your customers' buying structures, without restriction to Salesforce Account records. Manager tabs are shown.

For customers with Relationship Map only license, the Account Manager launchpad appears as follows:

In this case, the insights information is not shown on the launchpad.

From the launchpad, you can access the account relationship map or insight map (see 1 in the above image).

Opportunity information includes the latest total values for Potential Opportunities, Current Opportunities and Won Opportunities. Click the Opportunities tab (2) to view details of the Largest Current Opportunities and Largest Potential Opportunities.

The Key Players tab (3) lists the key players associated with the account and their associated insights.

  • Click a key player in the table to go to the account relationship map with the relevant contact's information panel on display.

  • Click on a contact's Goal, Pressure or Initiative to go to the account insight map with the relevant insight's information panel on display.

The Division A division is typically a smaller service unit or business unit within an account. By providing the same features as an account (row on the opportunity map, relationship map, insight map, etc.), divisions allow you to accurately map your customers' buying structures, without restriction to Salesforce Account records. Manager tab (4) allows you to view, create, rename and delete divisions associated with the account. Click on Go to Relationships to go to the relationship map of the relevant division or Go to Insights to visit the insight map.

To rename a division, hover over its Division A division is typically a smaller service unit or business unit within an account. By providing the same features as an account (row on the opportunity map, relationship map, insight map, etc.), divisions allow you to accurately map your customers' buying structures, without restriction to Salesforce Account records. Name and click the pencil icon that appears.

Caution: If you delete a division, it is removed from all account plans and is no longer available for selection when you are creating a new account plan. The deleted division's insight map and relationship map data are no longer available.

Tip: To merge two divisions (A and B for example), you should do the following:

The launchpad also allows you to determine whether the account is targeted (5), and its Market Segmentation (6).

Note: The Account Summary Launchpad is only displayed in Google Chrome incognito mode if the setting Allow all cookies is enabled. (See 'Privacy and security' in Google Chrome settings).

Note: If the Opportunities tab is not loading, it may be because your Salesforce org does not have a custom Fiscal Year for the current year. This allows Salesforce to define the LAST_FISCAL_QUARTER and THIS_FISCAL_QUARTER as outlined in this Salesforce developer resource page. Speak to your Salesforce administrator regarding this issue.