Course curriculum

  • 1

    Welcome to the course!

    • How to use this course

    • Readiness Questionnaire

    • Course Overview
  • 2

    Part 1 : PLNR Installation

    • 1.01.1 Get PLNR from AppExchange

    • 1.01.2 Pre-Installation Review

    • 1.01.3 Permission Sets Review

    • 1.02 Clone & Edit PLNR Administrator Permission Set

    • 1.03 Clone & Edit PLNR Planner Permission Set

    • 1.04 Clone & Edit PLNR Viewer Permission Set

    • 1.05 Assign PLNR Permission Sets
  • 3

    Part 2 : PLNR Settings Review

    • 2.01 PLNR Settings Review

    • 2.02 Setup Backlog Fiscal Year Start Date

    • 2.03 Opportunity Snapshot Settings

    • 2.04 Configure Planning Versions

    • 2.05 Configure Plan Time Periods

    • 2.06 PLNR Post-Installation Process

    • 2.07 Setup Approval Process (Optional)

    • 2.08 Activate Approval Process (Optional)

    • 2.09 Activate Default Plan Measures

    • 2.10 Activate Opportunity Plan Stages

    • 2.11 Assign Colors to Opportunity Plan Stages

    • 2.12 Activate PLNR
  • 4

    Part 3 : PLNR Configuration

    • 3.01 Assign Company Logo to Email Template

    • 3.02 Customize Dimension A for Your Business Planning

    • 3.03 Configure Email Delivery Settings

    • 3.04 Setup Account Settings - General Settings

    • 3.05 Setup Account Settings - Report Settings

    • 3.06 Setup Opportunity Settings - General Settings

    • 3.07 Setup Opportunity Settings - Report Settings

    • 3.08 Setup Opportunity Settings - Territory Settings
  • 5

    Part 4 : PLNR User Interface Configuration

    • 4.00 Planning for Users

    • 4.01 Add PLNR Fields on Account Record Pages

    • 4.02 Add the Account Planning Component to Account Records

    • 4.03 Add PLNR Fields to the Opportunity Record Pages

    • 4.04 Add the Opportunity Planning Component to Opportunity Record

    • 4.05 Update Your Existing Task Page Layout

    • 4.06 Assign the PLNR Task Page Layout

    • 4.07 Update Your Existing Event Page Layout

    • 4.08 Assign the PLNR Event Page Layout

    • 4.09 Adding Global Actions to Task & Events

    • 4.10 Add the Items to Approve Component to a Homepage
  • 6

    Next steps

    • More resources for you