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2026

As a sales leader or executive reviewing a Relationship Map before a QBR, renewal, or expansion conversation,I want to see where the sales rep's labelled view of each member (Champion, Detractor, Decision Maker, etc.) diverges from the behavioral evidence in email, meeting, and conversation data,So that I can trust the map — and intervene on misread relationships before they cost us a deal or a renewal.

To Scope

maps

98 - AI delta-insight layer: continuously re-score Relationship Map members from activity & conversation data

Nick Campion

Add an aggregate view of CRUSH Opportunity Plan records (PQ_Opportunity_Plan__c) on the Master Account Plan so portfolio owners can see deal-level plans across child Account Plans — additive UX that does not replace or change the existing Account Opportunities (standard Opportunity) table already on the Master Account Plan Strategy tab.<h2>User story</h2>As a Regional or portfolio sales leader, I want all relevant Opportunity Plans for accounts under my Master Account Plan to appear in one place, So that I can review deal-level engagement and plans without opening each Opportunity Plan record individually.

master

opportunity

69 - Add Opportunity Plan roll-up to Master Account Plan

Upgrade the CRUSH managed package (Relationship Maps, Account Plan, Opportunity Plan, White Space, and Settings surfaces) to render correctly under Salesforce Lightning Design System 2 (Cosmos). Scope is multi-release; this Feature Story is the parent — actual work ships through the child tickets listed below.<h2 style="text-align: start">User Story</h2>As a Salesforce admin at a customer that has adopted (or is adopting) SLDS-2 "Cosmos,"I want every CRUSH screen — Relationship Map canvas, Account Plan, Opportunity Plan, White Space, and Settings pages — to look correct, operate correctly, and pass an accessibility review under Cosmos,So that I can roll CRUSH out without it looking broken or off-brand next to the rest of my org's UI.

account_plans

65 - Upgrade CRUSH to SLDS-2 (Cosmos) design system

As a sales user managing a large customer (e.g., Ford) with multiple Relationship Maps broken down by function (exec leadership, engineering, supply chain, finance), I want to view several of those maps stitched together on a single canvas so I can see cross-functional relationships in one place.

Planned

124 - Combined view of multiple Relationship Maps under one Account

Use AI-assisted classification on Salesforce Account Contacts who are not on the Relationship Map yet—so sellers see coverage-oriented groupings (role, seniority, department/function, etc.) instead of scrolling long Contact lists manually. Results are suggestions only until acceptance flows are shipped; Relationship Map authoring stays authoritative.<h3>User story</h3>As a salesperson or pursuit lead, I want unmapped Contacts surfaced with actionable groupings, so that I can spot gaps and high-potential people faster.

131 - AI Classify Account Contacts not on Relationship Map

As a seller working a very large account (e.g. a global enterprise with many business units), I want to split a single logical Relationship Map into multiple linked pages — one per department / region / subsidiary — and navigate between them via a parent hierarchy, so that I can keep each map readable while still seeing how departments relate at the account level.

128 - Support paginated / multi-page Relationship Maps with cross-page hierarchy

Add an Account Plan timeline in CRUSH with a chronological view of meaningful plan changes—similar to a Salesforce History / Field History experience—with filters for activities, objectives, opportunities, and other categories (exact mix TBD with PM).<h3>User story</h3>As an AE or strategist working an Account Plan in CRUSH,I want a filterable timeline of plan-related updates (not just a flat history list),so that I can orient quickly, tell the story of plan motion, and drill into what changed without bouncing across unrelated tabs.<img data-width="100%" data-align="left" alt="" data-featurebase-content-key="69d81ce6a638bfa74134cb78/post/69e188424b98512e9dbd0032/019e1dd8-f120-7c14-b57d-e3a548866ca7/b64u-U2NyZWVuc2hvdCAyMDI2LTA1LTEyIGF0IDQuMTguMDbigK9QTS5wbmc.png" data-featurebase-content-filename="Screenshot 2026-05-12 at 4.18.06 PM.png" src="https://69d81ce6a638bfa74134cb78.featurebase-attachments.com/c/post/69e188424b98512e9dbd0032/019e1dd8-f120-7c14-b57d-e3a548866ca7/b64u-U2NyZWVuc2hvdCAyMDI2LTA1LTEyIGF0IDQuMTguMDbigK9QTS5wbmc.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260829T110000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260829%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=062f1b6cc6b0c11a853b3b468609880a454119093c5f489b8dc1330a4064230a">

80 - Add Account Plan timeline with filterable plan history

Deliver Master Account Plan surfaces that roll up the same strategic execution artifacts users already have on child Account Plans — Cross-Sell (White Space), SWOT, Key Dates, and Tasks — so portfolio owners can review them without opening each Account Plan. Additive only: no removal or behavior change of existing Account Plan Strategy / SWOT / related components unless captured in a separate ticket.<h2>User Story</h2>As a regional or portfolio account leader,I want Cross-Sell, SWOT, Key Dates, and Tasks from Account Plans under my Master Account Plan visible in one place,So that I can run account reviews and coaching across subsidiaries from the Master record.

74 - Add Cross-Sell, SWOT, Key Dates, Tasks roll-ups to Master Account Plan

Status: roadmap / vision item. Not committed engineering work. Needs a Spike before any implementation story can be written.Two linked AI capabilities for the Account Plan module:<ol><li>Creation — AI drafts a starter Account Plan (Objectives, White Space entries, key stakeholders, SWOT) from Salesforce data (Account, Opportunities, Contacts, activity history, closed-won history, industry/size signals).</li><li>Analysis — AI reviews an existing Account Plan and flags gaps, risks, stale items, and unrealistic objectives.</li></ol><h2>User story</h2>As a seller or account manager asked to stand up or refresh an Account Plan in under an hour,I want CRUSH to produce a credible first-pass Account Plan from existing CRM data — and flag the weak spots in an existing plan —So that Account Planning becomes a 30-minute refinement exercise instead of a multi-hour authoring slog that most reps skip.<h2></h2>

73 - AP: AI-assisted Account Plan creation & analysis (roadmap / vision)

As a seller working a Tier 0 / Tier 1 account with thin Contact coverage,I want CRUSH to propose an initial Relationship Map from activity, email, meeting, and (optionally) public / third-party data,So that I can start from a 70%-there draft instead of an empty canvas, and refine rather than build from scratch.

In Testing

72 - AI-assisted Relationship Map generation (roadmap / vision)

Corrected display and interaction problems with Objective Table and Summary components on mobile devices, enabling field sales reps to access and update key account planning data seamlessly while on the go.<ul><li>Restructured mobile views for better responsiveness and usability across different devices.</li><li>Implemented responsive grid classes and styling changes for improved mobile user experience.</li></ul><img data-width="100%" data-align="left" alt="" data-featurebase-content-key="69d81ce6a638bfa74134cb78/post/69e82b1b06c275a0e4dd7f01/019db2e8-6228-7a53-9903-99fda09453e5/b64u-aW1hZ2UucG5n.png" data-featurebase-content-filename="image.png" src="https://69d81ce6a638bfa74134cb78.featurebase-attachments.com/c/post/69e82b1b06c275a0e4dd7f01/019db2e8-6228-7a53-9903-99fda09453e5/b64u-aW1hZ2UucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260829T110000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260829%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=4a07086e72481f547eee2d5d5189eb0b89ca230eaeb8950984813e73a399fb02"><h2></h2>

Deployed

140 - Mobile Objective Table & Summary Components

Improved PDF export to ensure documents are formatted optimally for live presentations, enhancing usability and professionalism in client-facing scenarios.<ul><li>Improved PDF layout by generating multi-page A4 landscape PDFs with clean page breaks.</li><li>Noted that the code currently supports A4 landscape format only, not all standard paper sizes as previously stated.</li></ul><img data-width="100%" data-align="left" alt="" data-featurebase-content-key="69d81ce6a638bfa74134cb78/post/69e82a4cf064526c9e27d9f8/019db2e5-3c7c-751f-9cf4-be2580b31061/b64u-aW1hZ2UucG5n.png" data-featurebase-content-filename="image.png" src="https://69d81ce6a638bfa74134cb78.featurebase-attachments.com/c/post/69e82a4cf064526c9e27d9f8/019db2e5-3c7c-751f-9cf4-be2580b31061/b64u-aW1hZ2UucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260829T110000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260829%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=83a69059096d8b5fb975ff08944d23833102ab871fda650bec6b6b718a736a73"><img data-width="100%" data-align="left" alt="" data-featurebase-content-key="69d81ce6a638bfa74134cb78/post/69e82a4cf064526c9e27d9f8/019db2e5-3c7c-751f-9cf4-be266c24f4be/b64u-aW1hZ2UucG5n.png" data-featurebase-content-filename="image.png" src="https://69d81ce6a638bfa74134cb78.featurebase-attachments.com/c/post/69e82a4cf064526c9e27d9f8/019db2e5-3c7c-751f-9cf4-be266c24f4be/b64u-aW1hZ2UucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260829T110000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260829%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=807e8f51c037ef40520a1af26ed574e814a34abcc24296a366de07a984fcdc39">

139 - Presentation Mode PDF Layout & Format

Addressed failures during the PDF download process in Present Mode, ensuring users can successfully share or archive their presentation documents without any issues.<ul><li>Updated PDF generation process to ensure reliable capture and saving of PDF files in Salesforce Files.</li><li>Corrected issues with corrupt/incomplete PDF files from the previous code.</li></ul><img data-width="100%" data-align="left" alt="" data-featurebase-content-key="69d81ce6a638bfa74134cb78/post/69e829dff7ddfbdc726450b6/019db2e3-9250-74d4-aeaf-657b1d0ed81c/b64u-aW1hZ2UucG5n.png" data-featurebase-content-filename="image.png" src="https://69d81ce6a638bfa74134cb78.featurebase-attachments.com/c/post/69e829dff7ddfbdc726450b6/019db2e3-9250-74d4-aeaf-657b1d0ed81c/b64u-aW1hZ2UucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260829T110000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260829%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=56a598fe8be744e68040875be20c5635df83b9ad162f78b707c909fdab2fda7b">

138 - PDF Download Failure in Present Mode

Resolved unresponsive download buttons on PDF-generated pages, allowing users to save and download documents effortlessly.<ul><li>Completely rewrote the generatePdf function to ensure buttons can fire correctly.</li><li>Implemented reliable logic for generating PDF files with proper error handling.</li><li>Commented out the "Share" button in Present Mode for users to prioritize download button.</li></ul><img data-width="100%" data-align="left" alt="" data-featurebase-content-key="69d81ce6a638bfa74134cb78/post/69e8293f6c930c33852eb423/019db2e1-1f59-7753-b33d-36843196c4a2/b64u-aW1hZ2UucG5n.png" data-featurebase-content-filename="image.png" src="https://69d81ce6a638bfa74134cb78.featurebase-attachments.com/c/post/69e8293f6c930c33852eb423/019db2e1-1f59-7753-b33d-36843196c4a2/b64u-aW1hZ2UucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260829T110000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260829%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=0ebb79b1343979cdb8d6b5caccc9632a90d047eabe4de05a9748e27dd2656515"><img data-width="100%" data-align="left" alt="" data-featurebase-content-key="69d81ce6a638bfa74134cb78/post/69e8293f6c930c33852eb423/019db2e1-1f5b-78df-9476-101950c9ef5a/b64u-aW1hZ2UucG5n.png" data-featurebase-content-filename="image.png" src="https://69d81ce6a638bfa74134cb78.featurebase-attachments.com/c/post/69e8293f6c930c33852eb423/019db2e1-1f5b-78df-9476-101950c9ef5a/b64u-aW1hZ2UucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260829T110000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260829%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=7ed0fb437aabf58d6a137f986c4c55b4df7ed32abfd2c41512a3b4b942491004">

137 - PDF Download Button Responsiveness

As a seller or CS manager viewing a Relationship Map for a large account, I want to filter the contacts displayed on the map by attributes (e.g., persona, department, influence, support/sentiment, opportunity-role linkage), so that I can focus on a specific segment of a big account (e.g., one Vodafone department, or only blockers) without being overwhelmed by every card at once.

123 - Filter Relationship Map contacts by configurable Contact and Card attributes

Fixed issues where templates failed to load correctly, ensuring consistent functionality and a smoother user experience when starting presentations.<ul><li>Resolved scoping issues causing buttons and controls to not work properly in the template.</li><li>Fixed CSS display property to show the PDF header bar correctly.</li></ul><img data-width="100%" data-align="left" alt="" data-featurebase-content-key="69d81ce6a638bfa74134cb78/post/69e4ea372f9a31f4104f560a/019da632-8ab2-7231-a837-2114ed090e53/b64u-aW1hZ2UucG5n.png" data-featurebase-content-filename="image.png" src="https://69d81ce6a638bfa74134cb78.featurebase-attachments.com/c/post/69e4ea372f9a31f4104f560a/019da632-8ab2-7231-a837-2114ed090e53/b64u-aW1hZ2UucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260829T110000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260829%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=b0effd731d078d5992130b29c55db841c88f6e4d3a736a99bc9212591e690a78"><img data-width="100%" data-align="left" alt="" data-featurebase-content-key="69d81ce6a638bfa74134cb78/post/69e4ea372f9a31f4104f560a/019da632-a213-735e-9d33-6f69d8ea73fd/b64u-aW1hZ2UucG5n.png" data-featurebase-content-filename="image.png" src="https://69d81ce6a638bfa74134cb78.featurebase-attachments.com/c/post/69e4ea372f9a31f4104f560a/019da632-a213-735e-9d33-6f69d8ea73fd/b64u-aW1hZ2UucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260829T110000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260829%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=54b1a831cbebd34accea4a55be23afdb168997a832a65f5fe0b0754a0c9cb914"><img data-width="100%" data-align="left" alt="" data-featurebase-content-key="69d81ce6a638bfa74134cb78/post/69e4ea372f9a31f4104f560a/019da632-bed7-76fd-bfce-efc22a455168/b64u-aW1hZ2UucG5n.png" data-featurebase-content-filename="image.png" src="https://69d81ce6a638bfa74134cb78.featurebase-attachments.com/c/post/69e4ea372f9a31f4104f560a/019da632-bed7-76fd-bfce-efc22a455168/b64u-aW1hZ2UucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260829T110000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260829%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=6820474c4dc4551460c55887d05d7778cbf193c5d05cf59d76605a01bcbcefda">

114 - Template Loading in Present Mode

Added ability for Standard User to access Opportunity Plans in the CRUSH app, enhancing visibility and access to critical information.<img data-width="100%" data-align="left" alt="" data-featurebase-content-key="69d81ce6a638bfa74134cb78/post/69e4e8b677d2d4da3b4f2ac6/019da62b-ebce-7ad6-8aab-c4ab0609a0c2/b64u-aW1hZ2UucG5n.png" data-featurebase-content-filename="image.png" src="https://69d81ce6a638bfa74134cb78.featurebase-attachments.com/c/post/69e4e8b677d2d4da3b4f2ac6/019da62b-ebce-7ad6-8aab-c4ab0609a0c2/b64u-aW1hZ2UucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260829T110000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260829%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=a51a7e1e6ba297b7d5571ec6c3fe319bf2dc4a783e908b678e7a24716b4ec288">

16 - Standard User Opportunity Plan Tab

As a sales representative or market development representative, I want to see all activities from my account plan objectives and from related opportunities consolidated in one place on the Account Plan page, So that I can quickly understand everything happening within the account without drilling into each objective and opportunity individually.

Released

28 - Consolidated Activity View on Account Plan — Surface all objective and related opportunity activities in a single tab

Add a packaged strategy context roll-up on the Opportunity / Opportunity Plan workspace so deal teams see which Account Plans and Master Account Plans frame this opportunity, with read + navigate and drill-through to CRUSH plans. Additive: does not replace navigating from Account Plan to Opportunity; complements Portfolio-to-Deal visibility <h2>User Story</h2>As an account executive, overlay, or enterprise seller working an opportunity,I want linked Account Plans and owning Master Account Plans visible on the Opportunity or Opportunity Plan workspace,So that my deal motions align with published account strategy without leaving the deal record.

75 - Add Account Plan and Master Plan roll-up to Opportunity workspace

As a seller or CS manager viewing a Relationship Map for a large account, I want to control how cards are ordered, grouped, and laid out (not just which cards are visible), so that I can quickly organize a dense map by a meaningful attribute (e.g., Level, Department).

Prolifiq

2026