Hello.
We have turned on Account Plans in our Sandbox environment. For the Relationship Map we would like to somehow show a parallel org chart. For example. The CEO of Google and the CEO of our company Syska Hennessy Group. Is this possible?
It seems that the native Salesforce Account plans is limited regarding customization.
Please let me know if further information is needed.
Is there another account plans tool that is recommended that offers more flexibility to make customizations?
Thank you,
Nancy
#Account Planning #Salesforce Admin #Systems Administrator #Salesforce #Salesforce Developer #Salesforce Field Service #Salesforcecommunity #Salesforceadmins
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