This document provides instructions for installing and configuring the Opportunity Manager app in http://Salesforce.com . The application allows users to access the Opportunity Manager within http://Salesforce.com .
Force Management supports two methodologies in this app: Command of the Message and MEDDPICC. Your version of the Opportunity Manager may include only one of the methodologies listed above. This is dependent on your engagement with Force Management.
Initial Installation & Setup
Installing the Opportunity Manager Application & License Key
NOTE: In order to begin the installation process, the installing user must have a System Administrator http://Salesforce.com profile.
App Installation & License Key Setup
App Administration
After the initial installation, license access, and Single Sign-On setup, a http://Salesforce.com system administrator can customize and configure portions of the Opportunity Manager.
Using the Opportunity Manager Configuration Tab
Once you’ve opened the app, you will automatically have access to the Opportunity Manager Configuration tab. This tab should be the left-most tab available by default.
The Opportunity Manager Configuration tab enables administrators to manage app features, user license assignments, and documents/links available to users.
View, Manage, and Edit Account Settings
Manage Access for Salesforce Users
Customize MEDDPICC Field Order and Adjust Score Weighting
Open a Support Case with Force Management
Adding Package Components to Opportunity Pages
On Opportunity Lightning Pages, administrators can add and configure Opportunity Manager app Lightning Components. In http://Salesforce.com Classic, administrators can add Visual force pages to Opportunity page layouts.
Opportunity Manager Component Overview
Add Account Planner to Account Page Layout
Add Lightning Components & Relationship Mapper to Opportunity Page Layout
Add Lightning Components to Lead Object
Salesforce Classic | Setup Instructions
Customizing Functionality Using Custom Metadata Types
In http://Salesforce.com Setup using Custom Metadata Types, system administrators can customize pick lists and other aspects of app functionality available to end users.
Customize fields for Account Planner Whitespace
Reporting Dashboard Setup & Customization
Setup & Customize the OM Performance Dashboard
Customizing the Opportunity Manager Dashboard
Fields List