Show or hide recommendation actions by Campaigns (Sales Plays)
In the past, we only supported controlling (show/hide) recommendation actions globally. With this release, we are adding campaign specific controls
New settings added to Play object's page Layout
Note: We cannot automatically upgrade a managed package. Salesforce Admins will have to add this section manually to the page Layout.
Adding a new section to a page layout
- Click on "+" (All tabs)
- Open Lattice Plays Tab
- Open any play record
- Click on Edit Layout Link (top right corner)
- Add a new section anywhere in the page layout
- Drag and drop the show/hide action flags to the newly added section
- Finally, click on Save button.
Bugs Fixed / Minor Improvements in this release
- Long Play names were being truncated, we now provide a hover to see the full text
- Date fields in supplemental info is now searchable.
- Rendering of Company profile data with longer text was distorted. This is now fixed.