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Channel Plans
Designed so channel plans can be managed seamlessly and collaboratively
- Business Need
- Collaboration
Functionalities offered in this package let you create business plans, easily add and track your business goals all the way through to completion. It is aimed at offering an engaging, easy experience for both business partners and channel managers.
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Showing 3 of 3 Reviews
Fine idea but show-stopping limitation
I have to agree with @Simon Whight's review. It's a solid idea and there are some really interesting things about this managed package but the "Plan For" field on the "Business Plan" object has a Lookup Filter that limits it to: Account Type Contains "Channel Partner / Reseller, Installation Partner, Technology Partner". And, as @Nate Lee said, deploying can be a pain since most orgs are limited to only run-as-logged-in-user dashboards.
Can't load into dev box
one star to get attention... I keep getting this error when trying to load into a sandbox: You reached the limit for dashboards run as the logged-in user. I have deleted all dynamic dashboards within the dev instance I am trying to load this into, and it is still throwing the same error. Any idea why this is still the case?
https://help.salesforce.com/articleView?id=000326117&type=1&mode=1 According to this article, "Deleted Dynamic Dashboards are moved to the recycle bin and will still consume Dynamic Dashboard allotments." "It is a best practice to convert the dashboard into a Static Dashboard Type before deleting it."
Really fascinating app with an opening showstopper
There are a lot of enterprise solutions out there (Altify) that deal with this, so finding a Labs version for free was well worth a check. Unfortunately there is an incredible showstopper on this thanks to the locked down "Plan For" field. If you've even dared to customise your Account Type field, then you may find yourself unable to attach a plan to an account. These sort of settings need to be freed up for the app to be adoptable.
If you're struggling with deleted dashboards, then you could use Workbench to purge your bin. Only way to get rid of them sometimes. That and when they are private ones too.