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Enhanced Plans Overview

On the enhanced Plan Detail page a Plan Details pane, Product pane and a collapsible Totals banner is shown within the Product pane when you view the details of a plan. On the Plan Details pane you can view and edit the details of the plan. On the product pane you can view, add, edit and delete the products. When you make changes to the plan, the totals update to reflect the changes.

Click the image to expand it.

You can create a contract from an active plan from this page.

If you want to expand or collapse the Plan Detail pane, click or depending on whether you want to expand or collapse the pane.

Price Books

If your products belong to active Salesforce Price Books, you can apply a price book to plan line items when you create them. For information about price books, see the "Prices and Price Books" topics in the Salesforce Help.

Resetting the Layout

To switch to the Salesforce version of a detail page:

1. Click the settings icon .
2. Click Switch to Salesforce Detail Page.

If you've made changes to the layout of the page and want to restore the default layout:

1. Click the settings icon .
2. Click Reset Layout in the Columns section.

Columns

You can change the layout of the plan lines on the Plan Detail page in these ways:

• Filter by the product or service
• Move columns
• Sort by column
• Show or Hide columns.

Filtering

When viewing or editing a plan, you can filter the list of products on the plan by entering the first few characters of the product in the Filter by Name box. To remove the filter, clear the checkbox.

You can also filter the lines by a particular value in a column:

1. Hover over the column heading you want to filter.
2. Click the icon.
3. Hover over Filters.
4. Do one of the following depending on the type of information in the column:
   • Select the checkboxes of the values you want.
   • If the values in the column are numeric enter values in the less than <, greater than > and equals = fields to define the range you want.
   • If the column contains dates, hover over Before, After or On and then select a date.
     Tip:

     Tip

     

     If you want to filter on a date range, enter a Before and After date and select the Before and After checkboxes.

To remove a filter, repeat the first two steps and then clear the checkboxes.

To remove all filters, click Clear Filters.

The typeface of column headings that you've applied filters to changes to bold italic to indicate that a filter is applied to that column.

Moving Columns

To move a column:

1. Drag the heading of the column that you want to move.
2. Drop the column at the position you want. Two vertical arrows appear where you can drop the column:

   

Sorting by Column

To the sort the plans by column, do one of the following:

• Click the column that you want to sort on. The up arrow indicates that the plans are sorted in ascending order. The down arrow indicates that the plans are sorted in descending order.
• Hover over the column that you want to sort on, click the icon then select Sort Ascending or Sort Descending depending on whether you want to sort the plans in ascending or descending order.

Showing and Hiding Columns

To show or hide columns:

1. Hover over a column heading.
2. Click the icon.
3. Select Columns.
4. Select the checkboxes of the columns you want to display and clear the checkboxes of the columns you want to hide.

View Tutorial

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