Add Lightning Components & Relationship Mapper to Opportunity Page Layout

Adding Lightning Components to Opportunity Page Layout

Follow the steps below to add Opportunity Manager® components in a http://Salesforce.com Lightning instance.

The Opportunity Manager app includes five Lightning components:

1. Opportunity Value Card (Command of the Message® methodology only)

2. MEDDPICC Qualifier (MEDDPICC methodology only)

3. Opportunity Manager Alerts

4. Guided Assessment Score

5. Engagement Document Links (Quick Links)

All components are intended for use on an Opportunity Lightning Page using a main region and one sidebar.

To add these Lightning Components to an Opportunity Lightning Page:

1. From an Opportunity Record navigate to the gear icon and click “Edit Page”.

2. On the Components Menu, scroll to the bottom section Custom.

3. Drag and drop the Force Management Opportunity Manager app Lightning Components onto the page to create your desired setup.

Recommended Page Setup

Force Management recommends the following setup in order to maximize your implementation of the Opportunity Manager. Keep in mind that this is just a recommendation and you may decide to implement these components in a different manner if it better supports your current selling motion.

Opportunity Value Card & MEDDPICC Qualifier

We recommend creating a new tab on the main page region for placing both the Opportunity Value Card and MEDDPICC Qualifier components. To create a new tab, follow these instructions:

• From any Opportunity Page, navigate to the gear icon in the upper right-hand corner and click “Edit Page”. You will then be taken to the Opportunity Record Page editor.

• Next, click on the “Tabs” component typically located in region 2 in the graphic above.

• Once you’ve done this, you should see the following options (or something similar) located on the right-hand side of the window.

• Click on the “Add Tab” button. This will allow you to create a new tab which will be visible on the Opportunity Record page. By default, the new tab will be added to the end of the list of current tabs. The name of this new tab will be dependent on what your Default tab is set to.

• In order to rename this tab, left-click on the tab name. You will be provided with a drop-down menu to select a tab name from. Click the arrows to select from the list. At the top of the list, you should see an option for “Custom”. Select this, and then in the Custom Label textbox enter “Opportunity Manager”. Then select “Done”. You should now see the new tab listed under the Tabs section labeled “Opportunity Manager”.

• You can reposition the Opportunity Manager tab among the existing tabs by clicking on the button and dragging the tab up or down.

• Next, let’s add the following three (3) components to the new Opportunity Manager tab. Start by clicking on the tab itself, located on the main region of the Opportunity Record Page.

• In this order, click and drag the following components from the Custom – Managed list of components on the left-hand side of the Opportunity Record Page:

  1. Opportunity Manager™ Alerts

  2. Opportunity Value Card

  3. MEDDPICC Qualifier

• Next, we’ll add the Guided Assessments to the right-hand sidebar on the Opportunity Record page. Click and drag the following component from the Custom – Managed list of components and place them on the right-hand sidebar above the Related component:

  • Guided Assessment Score

💡 If you are implementing BOTH Command of the Message® and MEDDPICC, drag this component over twice. Then, click on the component to select the appropriate methodology you’d like this component to support.

• Finally, we’ll add the final component to the Opportunity Record Page, the Engagement Document Links (Quick Links). Click and drag the Engagement Document Links component from the Custom – Managed list of components and place them on the right-hand sidebar directly below the Guided Assessment component(s).

• Once you’ve completed adding these components, your Opportunity Record page should look something like the following:

  

Adding Relationship Mapper to a Page Layout

Follow the steps below to add Opportunity Manager’s Relationship Mapper in a http://Salesforce.com Lightning instance.

1. From the Opportunity Page, click the gear icon on the top right-hand side of Salesforce

2. Click “Edit Object”

3. Click “Page Layouts”

4. Select the name of the page layout reps will be using Opportunity Manager on

5. Select “Mobile and Lightening Actions” from the left side of the table on top of the page

6. Select “Open Relationship Mapper” on the right side of the same table and drag/drop it under Salesforce Mobile and Lightning Experience Actions, or wherever you’d like the button to appear

7. Click “Save”