Start here

This help center is for people who use Crush or Relationship Map in Salesforce. When you finish this page you should know which three sections to open, and that Relationship Map works without an Account Plan.

If you are evaluating

Start with the product, not the install.

• What is Relationship Map? — buying-committee maps. Sold standalone. You do not need Crush.
• What is the Crush Suite? — account plans, maps, Cross-Sell, and reviews in Salesforce
• Crush vs Salesforce’s built-in Account Plan — when native is enough and what Crush adds

Ask your Prolifiq representative to book a demo.

If you are installing or going live

Admins start here. Users skip to the first-plan or first-map article.

1. Install Crush Suite or Relationship Map
2. Assign Crush and Relationship Map permission sets
3. Configure AI map generation — only if you will generate maps with AI
4. Org settings and setup checklist
5. Find Crush and Relationship Map in Salesforce
6. Create the first record:
   • Crush: Create your first Account Plan
   • Relationship Map only: Create your first Relationship Map

If the app or a plan is missing: I can’t see Crush or an Account Plan.

If you already have a map or a plan

Feature how-tos are grouped by what you are using, not by which package you bought.

Relationship Maps

• Create your first Relationship Map
• Add people and set influence and support
• Customize a Relationship Map
• Use badges on a Relationship Map
• Draw relationship lines
• Use OmniViewer

Cross-Sell Map

• Use the Cross-Sell Map
• Use a freeform Cross-Sell Map
• Use a template-based Cross-Sell Map
• Cross-Sell amount types
• Cross-Sell data types
• Cross-Sell highlights
• Cross-Sell summary formulas

Account Plans

• Present an Account Plan
• Add team members and share a plan
• How the Account Plan score works
• Presentation Mode is missing something

Objectives and SWOT

• Work with objectives and SWOT

Master Account Plans

• Use Master Account Plans

Reports

• Report on Prolifiq data in Salesforce

Relationship Map only

If you only bought Relationship Map, you can finish install, first map, influence, badges, relationship lines, OmniViewer, customization, and reporting without opening Crush or an Account Plan.