ClosePlan Relationship Maps and Account Plans help your sales team visualize stakeholder relationships and manage account strategies. This guide walks you through adding clickable links inside Salesforce so that anyone on your team can jump straight to these ClosePlan views with a single click.

What You Can Do

Add links to ClosePlan Relationship Maps in Salesforce account and opportunity records
Add links to ClosePlan Account Plans in Salesforce account and opportunity records

Prerequisites

You must have Salesforce administrator access to create custom fields.
The ClosePlan package must be installed in your Salesforce org

Add Links to Salesforce Account Records

Relationship Map Link

Log into Salesforce.
Click the gear icon in the top right corner and select Setup.
In the left-hand menu, go to Objects and Fields > Object Manager.
Click Account from the list of objects.
In the left-hand menu of the Account object, click Fields & Relationships.
Click New to begin creating a custom field.
Select Formula as the Data Type and click Next.
Enter CP: Map URL in the Field Label field.
Select Text as the Formula Return Type and click Next.

Enter the following formula in the Formula editor.

IF( LEN(CP_Primary_Account_Map__c) < 1, 
"",HYPERLINK((LEFT($Api.Partner_Server_URL_260, FIND('/services', 
$Api.Partner_Server_URL_260)) 
&"lightning/lightning/r/TSPC__AccountMap__c/" 
&CASESAFEID(CP_Primary_Account_Map__c) & "/view"),"Relationship Map"))

Click Next, adjust Field Visibility and Page Layout settings as needed.
Click Save.

Account Plan Link

Log into Salesforce.
Click the gear icon in the top right corner and select Setup.
In the left-hand menu, go to Object Manager.
Click Account from the list of objects.
In the left-hand menu of the Account object, click Fields & Relationships.
Click New to begin creating a custom field.
Select Formula as the Data Type and click Next.
Enter CP: Primary Plan URL in the Field Label field.
Select Text as the Formula Return Type and click Next.

Enter the following formula in the Formula editor:

IF( LEN(TSPC__CPAccountPlan__c) < 1, 
"",HYPERLINK((LEFT($Api.Partner_Server_URL_260, FIND('/services', 
$Api.Partner_Server_URL_260)) &"lightning/r/TSPC__AP__c/" 
&CASESAFEID(TSPC__CPAccountPlan__c) & "/view"),"Primary Account 
Plan"))

Click Next, adjust Field Visibility and Page Layout settings as needed.
Click Save.

Add Links to Salesforce Opportunity Records

Relationship Map Link

Log into Salesforce.
Click the gear icon in the top right corner and select Setup.
In the left-hand menu, go to Object Manager.
Click Opportunity from the list of objects.
In the left-hand menu of the Opportunity object, click Fields & Relationships.
Click New to begin creating a custom field.
Select Formula as the Data Type and click Next.
Enter CP: Map URL in the Field Label field.
Select Text as the Formula Return Type and click Next.

Enter the following formula in the Formula editor:

IF( LEN(TSPC__CPDeal__c) < 1, 
"",HYPERLINK((LEFT($Api.Partner_Server_URL_260, FIND('/services', 
$Api.Partner_Server_URL_260)) 
&"lightning/cmp/TSPC__CPWOpportunityStakeholderMap?tspc__recordId=" 
&TSPC__CPDeal__c), "Relationship Map"))

Click Next, adjust Field Visibility and Page Layout settings as needed.
Click Save.

Account Plan Link

Log into Salesforce.
Click the gear icon in the top right corner and select Setup.
In the left-hand menu, go to Object Manager.
Click Opportunity from the list of objects.
In the left-hand menu of the Opportunity object, click Fields & Relationships.
Click New to begin creating a custom field.
Select Formula as the Data Type and click Next.
Enter CP: Primary Plan URL in the Field Label field.
Select Text as the Formula Return Type and click Next.

Enter the following formula in the Formula editor:

IF( LEN(TSPC__CPAccountPlan__c) < 1, 
"",HYPERLINK((LEFT($Api.Partner_Server_URL_260, FIND('/services', 
$Api.Partner_Server_URL_260)) &"lightning/r/TSPC__AP__c/" \
&CASESAFEID(TSPC__CPAccountPlan__c) & "/view"),"Primary Account 
Plan"))

Click Next, adjust Field Visibility and Page Layout settings as needed.
Click Save.

Frequently Asked Questions

Do I need to set up all four fields, or can I set up just some of them?

You can create only the fields your team needs. Each field works independently, so you can skip any that aren't relevant to your workflow.

Why is the CP: Map URL field blank on some of my records?

The field only displays a link if a ClosePlan map has already been associated with that account or opportunity. Records without a linked map will show nothing.

What happens if the ClosePlan package isn't installed?

The CP: Map URL and CP: Primary Plan URL formulas reference ClosePlan fields that won't exist without the package installed. You must install the CP package before creating these fields.

Can non-administrators use these links once the fields are set up?

Yes. Once the fields are created and added to page layouts, any Salesforce user with access to the record can click the links — no admin access required to use them.

Will these links work if my Salesforce org URL changes?

Yes. These fields use a dynamic formula that automatically reads your org's URL, so they will continue to work even if your Salesforce URL changes.