Version 3.10
Salesforce Version
Version 3.10
Production Date
1/18/2016
Supported Browsers
Screen Resolution
1024 x 768 or higher
User Interface (UI) Enhancements to the Plan Purchase Wizard (SDFCDEV-173)
This feature improves performance and usability with overlays for adding a plan and for configuring billing group payment methods.
Getting Here: Opportunity > Add/Modify Plans > Select Billing Group > Next > Plans module
The Add button or the add plans hyperlink opens an overlay that lists plan selections.
Select the plan(s) to add and click Add. The following screen displays and the added plan(s) indicate a status of New.
Getting here: Opportunity > Add/Modify Plans > Select Billing Group > Next > Plans module
Clicking the blue gear icon to the right of the Plan () opens the following screen to edit the configuration: