A new version of the Valkre Managed Package for salesforce.com is available on the Salesforce App Exchange. Version 1.54 is available on the Private App Exchange using the following link:
Use this URL to install the package into any organization:
Note: If you are installing into a sandbox organization you must replace the initial portion of the URL with http://test.salesforce.com
Version 1.54 enables 3 new Use Cases between Valkre and salesforce.com in both Classic and Lightning
- Key Account Plans: Dedicated Tab to access all Key Account Plan Dashboard and Plans
- Key Account Plans: Multiple Account Plans for one salesforce Account
- Value Selling Playbooks: View latest Value Selling intelligence relevant for a given Account
Read on for details on each of these use cases and how to enable in a salesforce.com Org.
Key Account Plans: Dedicated Tab for Key Account Plans
salesforce Admins can create VisualForce or Lightning Tabs that provide access to Valkre Key Account Planning Dashboard and all Plans. Valkre application security dictates visibility and edit rights.
This allows salesforce Users to manage their Key Account Plan work within salesforce without having to click in on each Account. In addition, no Account synchronization from Valkre and salesforce.om is required.
To configure this feature, salesforce Admins should can create Tabs in Setup.
For Visualforce Tabs, the us Visual Force Page: Valkre All Customers Canvas
For Lightning Component Tabs, use the Lightning Component: ValkreAllCustomersCanvas
Key Account Plans: Multiple Account Plans for One Salesforce Account
For some Valkre Customers, they create and manage more than one Key Account Plan for a given SFDC Account. To support this use case and/or provide an alterative UX for those managing only one Account Plan, a new Valkre VisualForce Page and Lightning Component is available that shows the Key Accounts Plan Dashboard for all Plans associated to a salesforce Customer.
To enable this Use Case, the Key Account Plans in Valkre must be mapped to the salesforce Account ID either manually through Settings (as shown below) and/or through a Valkre Integration Flow.
In addition, salesforce admins should add the ValkreCustomersByID Canvas Page / Visual Force Page to their Page Layouts as desired.
Value Selling Playbooks on Salesforce Accounts
To provide real-time updates on latest Value Selling intelligence and playbooks to Sellers while they prepare for Calls and other selling activities, Valkre Value Prop Playbooks can now be attached directly to a salesforce Account. These Value Prop Playbooks are typically developed in Valkre at a Market Segment Level...and then based on mapping such as Industry Codes, or other segmentation schemes, the correct Valkre Playbook is attached to each Account.
To enable this Use case, the Valkre Managed Package includes a Value Prop ID on the salesforce Account object. Contact Valkre Success to discuss the right strategy for populating this Value Prop Id on your Accounts.
In addition, salesforce admins should place the ValkreAccountValuePropCanvas Lightning Component / Visualforce Page on the Page Layout as desired.