Skip to content
Prolifiq Help Center home

Org settings and setup checklist

This article is for the Salesforce admin finishing first-time setup. When you finish, go-live settings are on and you can prove access. There is no product page that grades the install — use the checklist below.

Skip Crush-only rows if you installed Relationship Map only.

Open settings

  1. Open the PROLIFIQ CRUSH app (Crush) or the Relationship Map app.
  2. Open Org Settings for Crush-wide choices.
  3. Open Relationship Map Settings for map defaults (auto-layout, card style, tabs).

Change only what you need for the first week.

Crush go-live settings

Decide these on Org Settings (names can vary slightly; use what you see):

TopicWhat to decide
NotificationsWho is notified on plan events. On for owners and team members if you use Crush.
Account Plan transferWhat happens to a plan when the owner leaves. Confirm with Customer Success before production.
Account Team accessWhether Salesforce Account Teams can see plans. Leave off unless the customer already lives in Account Teams.
Auto generate Relationship MapsWhether a map is created automatically. Leave off until a pilot user has built one map by hand.
ScoringKeep the default 60-point completeness model unless Customer Success says otherwise.
Present templatesIf you will Present this quarter, create at least one Account Plan Template. Users select a template; admins build them.

Org Settings General tab with scoring and objective options

Relationship Map defaults

On Relationship Map Settings, set defaults the first maps will inherit:

  • Auto-layout, Display Style (Horizontal / Vertical), Card Style (Detail / Compact / Fixed Size)
  • Lead Tab / User Tab if people will add Leads or Users
  • Create New Contact if reps should create contacts from the map
  • Show Chart Settings so editors can change layout on one map
  • Enable Grouping if you want groups on day one

Leave Omni Viewer, badges, clone map, and suggested contacts until you have a reason. Badges and Omni have later articles.

Relationship Map default settings with Auto-layout, Display Style, and Card Style

Setup checklist

  1. Package installed for Admins Only. Install.
  2. Every pilot user has a permission set. Assign permission sets.
  3. A test user sees PROLIFIQ CRUSH and/or Relationship Map in the App Launcher. Find the app.
  4. If you will use AI generate: External Credential + Named Credential (created in this org), CRUSH AI Config → Default pointed at that credential, AI permission sets, and the callback integration user. Configure AI map generation.
  5. A test user can create an Account Plan (Crush) or a map on an Account (Relationship Map-only).
  6. If you will Present: one Account Plan Template exists.

You are done when that test user can open a plan or a map without you.

Related