Organization Options

You can set up different options for the particular instance of CRM used in your Sales Access Manager integration using the Organization Options page. For example, you might have different settings in a test instance than in a production instance.

To set up organization options:

  1. At the Sales Access Manager Admin Tool Main Menu, click Reference Data Maintenance and then click Organization Options. The Organization Options page appears.

The following table describes the fields on the Organization Options page.

Field

Description

Autosave

The time interval before the Sales Access Manager applet automatically sends data back to SAM XML blob. This will then enable a user who subsequently loses their session to recover to the point of the last autosave when they next open the applet. Options are:

Autosave Disabled
5 minutes
10 minutes
30 minutes
60 minutes

Record Locking

Whether or not to set a lock on open Sales Access Manager records so that only one user at a time can update a record. When the first user saves and exits the record, the record is unlocked.

If you set Record Locking for your organization, the Lock Manager menu item appears on the Sales Access Manager Admin Main Menu. See Lock Manager.

Lock Time (hours)

The number of hours a record must be inactive before the record is locked.

Debug Mode?

Whether or not to display failure information to a CRM user to use to troubleshoot a problem in a Sales Access Manager worksheet. The problem may be related to an Account, Opportunity, Action, or Profile for a specific user. If Debug Mode is set, then when the CRM user opens and saves the afflicted Sales Access Manager worksheet, a message appears to the CRM user indicating why the save failed.

This option should only be enabled if a problem arises that requires Whites Springs support.

Enable Sales Intelligence Platform?

Whether or not to allow reporting on specific organization data.

Enable Multi Language?

Whether or not to support multiple language translations in a Sales Access Manager worksheet. Select this option if your integration will support one or more CRM user languages other than English.

Default Language

The default language translation to be used by the integration. Options are:

Use CRM Language
English
French
German
Spanish Latin
Spanish Europe
Italian
Japanese
Dutch
Chinese
Portuguese Brazil
Russian
Danish
Finnish
Korean

The default language is used when there are no individual SAM user language settings for a particular user.

The Use CRM language option accesses the user's language settings from the CRM system.

NOTE:
If
Use CRM language is selected but the CRM user's language is not one of the languages supported by SAM, SAM displays English.

This field is only available if you select Enable Multi Language.

Apply Default Language to all users

Whether or not to apply the default language to all users. This option is typically used at the beginning of an integration to update all user language settings at one time.

CAUTION:
If you choose to apply the default language to all users, then any previous language settings for individual users will be overwritten.

This field is only available if you select Enable Multi Language.

Default Date Format

The default date format to be used by the integration. Options are:

Use Org Default
mm/dd/yyyy
dd/mm/yyyy
yyyy/mm/dd

You can override this format for each applicable user in the User Maintenance page.

Include Partner Users?

Whether to include partner or portal CRM users in the Refresh User List function.

eLearning/eCoaching Unlock Key

The key provided by Miller Heiman GroupTM to allow you to change the eLearning or eCoaching links to ones specific to your organization. If you enter a key in this field, the following fields appear on this page:

·  eLearning Blue Sheet URL

·  eLearning Green Sheet URL

·  eLearning Gold Sheet URL

The eLearning/eCoaching Unlock Key field is not applicable to most integrations.

Enable eLearning?

Whether or not the eLearning icon in the Sales Access Manager worksheets will launch the Miller Heiman GroupTM online tutorial for the worksheet.

Enable eCoaching?

Whether or not the Sales Access Manager worksheet section titles link to specific information about each section. If unchecked, the links will not be active.

The links default to the Miller Heiman GroupTM Knowledge Center. You can change the links to access your own organization's coaching information via the Reference Data Maintenance - <Worksheet> Pick list pages.

Enable multiple platinum sheets?

Whether or not to allow multiple platinum sheets for an account.

Gold Sheet Closed Opportunity Selection

The number of days from an Opportunity's Closed date to continue to include the Opportunity in the Single Sales Objective Tab of the Gold Sheet applet. Enter a numeric value from 1 to 360 days.

Include 0% Opportunities in Gold Sheet SSO?

Whether or not to include Opportunities that have a 0% probability with Opportunities that comprise the Gold Sheet Single Sales Objectives.

SSO include opportunities assigned to accounts up to

How many levels deep shall account be included in SSO. The options are:

0 levels deep

1 levels deep

2 levels deep

3 levels deep

4 levels deep

5 levels deep

Send Email for New Activities?

Whether or not to generate an automatic email when a new activity is created

Email Subject Template

Determines the subject of auto generated email

Email Body Template

[Account.Id]
[Account.Name]
[Account.CreatedDate]
[Activity.Id]
[Activity.Subject]
[Activity.Status]
[Activity.OwnerName]
[Activity.CreatedDate]

Determines the body content of the auto generated email

Show Bluesheet in Dashboard?

Whether or not to display Bluesheet in the Dashboard

Enable Multiple Competition Types

Whether or not to allow a CRM user to select more than one value from the Competition Type pick list in the Blue Sheet applet.

Competition Mapping

Whether to automatically map the Blue Sheet Specify Competitors field to the CRM Competitor table or allow users to enter Competitor information manually. Options are:

         Manual (default)

         Automatic

If you choose Manual, you can set up the Competitors picklist with desired Competitor options.

Default Action

The action description of the first Possible Action that appears when a user opens a new Blue Sheet. The default value is "Review Blue Sheet Strategy with Manager." You can edit this description as desired.

If you do not want a default Possible Action description to appear, delete the text in this field and click Save.

Send Email for New Activities?

Whether or not to generate an automatic email when a new activity is created

Email Subject Template

Determines the subject of auto generated email

Email Body Template

[Account.Id]
[Account.Name]
[Account.CreatedDate]
[Activity.Id]
[Activity.Subject]
[Activity.Status]
[Activity.OwnerName]
[Activity.CreatedDate]

Determines the body content of the auto generated email

Show Funnel ScoreCard® in Dashboard

Whether or not to display Funnel ScoreCard® in the Dashboard

Sales Process Funnel™ Currency

The currency to be displayed in the Sales Process Funnel™

Use Salesforce Hierarchy?

Whether or not to use the Salesforce Hierarchy

Opportunity Display Limit

The largest amount of opportunities to be displayed in the Sales Process Funnel™

Sales Process Funnel™ Sorting Method

The method used to sort the Sales Process Funnel™. Options are:

Descending Close Date

Descending Revenue

Sales Process Funnel™ Revenue Label

Label to be displayed in the Sales Process Funnel™ for Revenue

Sales Process Funnel™ Factored Revenue Label

Label to be displayed in the Sales Process Funnel™ for Factored Revenue

Sales Process Funnel™ Revenue 2 Label

Label to be displayed in the Sales Process Funnel™ for Revenue 2

  1. Select the desired options and click Save. The message, "Server configuration details have been saved" appears.

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