Altify Opportunity Manager Settings
The table below explains the settings available in Custom Settings > Altify Opportunity Manager Settings.
Setting | Description |
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Competitor Class List Provider |
Name of an Apex Class that retrieves a list of accounts. From this list end users can select competitors to include in their assessments. For more information, see Creating a Dynamic Competitor List for Assessments. |
Number of opportunities in each batch that is processed by the scheduled completeness job. By default, this is set to '1'. For more information, see Completeness Scoring and Altify Statuses. |
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Deal Review Presenter Process Image Url |
An alternative Test & Improve process image shown in the right-hand panel for presenters. For more information, see Customizing Test & Improve Images. |
Deal Review Process Image Url |
An alternative Test & Improve process image for the Test & Improve welcome page. For more information, see Customizing Test & Improve Images. |
Deal Review Reviewer Process Image Url |
An alternative Test & Improve process image shown in the right-hand panel for reviewers. For more information, see Customizing Test & Improve Images. |
Disable Add Competitor |
Hides the option to add competitors on the Assessment tab. |
Disable Competitor Creation |
Restricts the competitors that can be added to an assessment. If enabled, only competitors that already exist in your org can be added. For more information, see Disabling Competitor Creation. |
Disable Contact Roles >> Rel Map Sync |
Prevents the relationship map from updating when a Contact Role is added or deleted on the Salesforce Opportunity record. For more information, see Disabling Contact Syncing [OM only]. |
Disable Decision Criteria |
Hides decision criteria functionality in Opportunity Manager. For more information, see Disabling Decision Criteria. |
Disable In-line 'Add Action' button |
Hides the option to add an action when updating a qualifier on the Process tab or a question on the Assessment tab. For more information, see Disabling the Inline 'Add Action' Button. |
Disable Rel Map >> Contact Roles Sync |
Prevents updating of the Contact Roles section on the Salesforce Opportunity record when a contact is added or deleted on a relationship map. For more information, see Disabling Contact Syncing [OM only]. |
Enable Action Spinner |
Enables a spinner on the Overview page when a Next Action is selected. For more information, see Enabling a Spinner for Next Actions. |
Enable Prime Action Email Notifications [Temp1] |
Enables email notifications to users when they are assigned an action. This setting only works for PRIME actions. It does not work for actions without a PRIME category (i.e. when Hide PRIME Type Column is enabled). |
Hides the PRIME Action field in Opportunity Manager and the Action Type column on the Actions tab. For more information, see Hiding PRIME Action Categories. If you enable this setting, you also need to enable the setting List All Actions so that actions are displayed on the Actions tab. |
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Lists all actions on the Actions tab – PRIME and non-PRIME actions. If this setting is blank, only PRIME actions are shown. For more information, see Showing PRIME Actions or All Actions. |
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API name of the custom field that defines your Opportunity Plan Types. You can use these types to control which tabs and assessment questions are displayed to your users. For more information, see Opportunity Plan Types. |
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Opportunity Update Error URL |
URL of a custom error page that helps your users to resolve validation issues arising from opportunity updates. |
Tab Name List |
Names of the tabs that are displayed in Opportunity Manager (and on the OM launchpad). Enter the names as a comma-separated list and in the order in which you want to them to appear. For more information, see Setting Tab Availability at Organization Level. |
Tab One Icon Class |
Salesforce lightning icon that is shown for the first custom tab in Opportunity Manager. For more information, see Adding Custom Tabs to Opportunity Manager. |
Tab One Label |
Label that is shown for the first custom tab in Opportunity Manager. For more information, see Adding Custom Tabs to Opportunity Manager. |
Tab One Src |
Visualforce page that the first custom tab links to. For more information, see Adding Custom Tabs to Opportunity Manager. |
Tab Three Icon Class |
Salesforce lightning icon that is shown for the third custom tab in Opportunity Manager. For more information, see Adding Custom Tabs to Opportunity Manager. |
Tab Three Label |
Label that is shown for the third custom tab in Opportunity Manager. For more information, see Adding Custom Tabs to Opportunity Manager. |
Tab Three Src |
Visualforce page that the third custom tab links to. For more information, see Adding Custom Tabs to Opportunity Manager. |
Tab Two Icon Class |
Salesforce lightning icon that is shown for the second custom tab in Opportunity Manager. For more information, see Adding Custom Tabs to Opportunity Manager. |
Tab Two Label |
Label that is shown for the second custom tab in Opportunity Manager. For more information, see Adding Custom Tabs to Opportunity Manager. |
Tab Two Src |
Visualforce page that the second custom tab links to. For more information, see Adding Custom Tabs to Opportunity Manager. |
Use Simple Completion Calculations |
Enables an alternative scoring system for measuring opportunity completeness. For more information, see Completeness Scoring and Altify Statuses. |