goalgamipro Salesforce App

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1 1 Modify Existing Account and Contact Page Layouts to Work with goalgamipro Instead of using the custom Account and Contact page layouts that come with the goalgamipro Salesforce application, you can modify existing Account and Contact page layouts to incorporate custom fields and related lists from the goalgamipro app. NOTE: These instructions assume you have enabled the Improved Setup User Interface option. 1.1 Modify Account Page Layout goalgamipro uses the standard Accounts object in goalgamipro so that you can create and manage financial plans for clients in Salesforce. 1. Go to Setup -> Build -> Customize -> Accounts -> Page Layouts. Click Edit for page layout you want to modify. Go to Setup -> Build -> Customize -> Accounts -> Page Layouts. 2. Click on Edit next to Page Layout Name you want to modify. Advisor Software, Inc. All Rights Reserved Page 1 of 12

2 3. The Page Layout editor screen is displayed. goalgamipro Salesforce App Add goalgamipro Account Fields goalgamipro provides several custom fields that you can add to your Account page layout. These fields are meant to show summary balance values for financial accounts that belong to the Account. These fields are roll-up summary fields associated with the goalgamipro Financial Accounts custom object which is created when you install the app. NOTE: Adding these fields to your Account page layout is optional as you may already collect financial account data in your Salesforce org and have existing fields to display this information. Field Total Cash Balance Total Investment Value Total Value Description Total cash balance for all financial accounts belonging to the Account. Total investment value for all financial accounts belonging to the Account. Total account value (cash + investment value) for all financial Advisor Software, Inc. All Rights Reserved Page 2 of 12

3 accounts belonging to the Account. Select Fields option to view Fields available to be added to your Account page layout. To add these fields to your Account page layout, just drag each field from the available Fields at the top of the Page Layout editor screen and drop them on the Account page layout where you want them to appear. Advisor Software, Inc. All Rights Reserved Page 3 of 12

4 Drag and drop fields onto your Account page layout. As you are modifying the Account page layout, you can click the Preview As button to preview the page layout before you save your changes Add goalgamipro Account Related Lists goalgamipro provides the following custom related lists that you can add to your Account page layout. Related List goalgamipro Financial Accounts Description List of Financial Account records that have been created for the Account. Allows user to add, edit, and delete records from the Account Detail page. NOTE: If you already collect financial account data in another Salesforce object, then you can use the Copy to goalgamipro button available on the Account Detail page to copy over financial accounts stored in that object to the goalgamipro Financial Accounts object instead of having to reenter that information. When Advisor Software, Inc. All Rights Reserved Page 4 of 12

5 financial accounts are copied over from an existing financial account object, they will be displayed in the goalgamipro Financial Accounts related list. For instructions on how to set up the Copy to goalgamipro feature, please refer to the Using Existing Financial Account Data with goalgamipro configuration guide available from our AppExchange listing at ( Plans List of Plan records that have been created for the Account. Allows user to add, edit, and delete records from the Account Detail page. Select Related Lists option to view Related Lists available to be added to your Account page layout. To add these related lists to your Account page layout, just drag each list name from the available lists at the top of the Page Layout editor screen and drop them on the Account page layout with the other related lists on the page. You can reorder your related lists by clicking on the tab for a related list and dragging it to where you want it to appear. Advisor Software, Inc. All Rights Reserved Page 5 of 12

6 Move a related list by clicking on the tab and dragging it to where you want it to appear. Drag and drop related lists onto your Account page layout. Remove a related list by clicking on the Remove icon. NOTE: You can remove a related list from your Account page layout by clicking on the Remove icon in the tab. Make sure you save your changes by clicking the Save button at the top of the Page Layout editor screen. 1.2 Modify Contact Page Layout goalgamipro utilizes the standard Contacts object in Salesforce to create the people that belong to a client account in Salesforce. 1. Go to Setup -> Build -> Customize -> Contacts -> Page Layouts. Advisor Software, Inc. All Rights Reserved Page 6 of 12

7 Click Edit for page layout you want to modify. Go to Setup -> Build -> Customize -> Contacts -> Page Layouts. 2. Click on Edit next to Page Layout Name you want to modify. 3. The Page Layout editor screen is displayed. Advisor Software, Inc. All Rights Reserved Page 7 of 12

8 1.2.1 Add goalgamipro Contact Fields goalgamipro provides the following custom fields that you can add to your Contact page layout. Field Current Age Gender Description Current age of Contact based on Birthdate entered. NOTE: Birthdate field is a standard Salesforce field for the Contact object. Birthdate is required for all Contacts that are used with the goalgamipro app. Gender of Contact. NOTE: Gender is required for all Contacts that are used with the goalgamipro app. Advisor Software, Inc. All Rights Reserved Page 8 of 12

9 Select Fields option to view Fields available to be added to your Contact page layout. To add these fields to your Contact page layout, just drag each field from the available Fields at the top of the Page Layout editor screen and drop them on the Contact page layout where you want them to appear. Advisor Software, Inc. All Rights Reserved Page 9 of 12

10 Drag and drop fields onto your Contact page layout. As you are modifying the Contact page layout, you can click the Preview As button to preview the page layout before you save your changes Add goalgamipro Contact Related Lists goalgamipro provides the following custom related lists that you can add to your Contact page layout. NOTE: All of the related lists below are optional in terms of adding them to the Contact page layout. These lists are provided as a convenience for users to access related goalgamipro records associated with a Contact record. Related List Description goalgamipro Financial Accounts List of Financial Account records that are associated with the Contact Advisor Software, Inc. All Rights Reserved Page 10 of 12

11 Income/Savings Plans (Principal) Plans (Secondary Principal) record as Primary Owner. Allows user to add, edit, and delete records from the Contact Detail page. List of Income/Savings records that are associated with the Contact record as Benefit Recipient. Allows user to add, edit, and delete records from the Contact Detail page. List of Plan records that are associated with the Contact record as a Principal. Allows user to add, edit, and delete records from the Contact Detail page. List of Plan records that are associated with the Contact record as a Secondary Principal. Allows user to add, edit, and delete records from the Contact Detail page. Select Related Lists option to view Related Lists available to be added to your Contact page layout. To add these related lists to your Contact page layout, just drag each list name from the available lists at the top of the Page Layout editor screen and drop them on the Contact page layout with the other related lists on the page. You can reorder your related lists by clicking on the tab for a related list and dragging it to where you want it to appear. Advisor Software, Inc. All Rights Reserved Page 11 of 12

12 Drag and drop related lists onto your Contact page layout. Move a related list by clicking on the tab and dragging it to where you want it to appear. Remove a related list by clicking on the Remove icon. NOTE: You can remove a related list from your Contact page layout by clicking on the Remove icon in the tab. Make sure you save your changes by clicking the Save button at the top of the Page Layout editor screen. Advisor Software, Inc. All Rights Reserved Page 12 of 12