Past Performance Library Configuration Guide

As part of the Spring '23 Release you can configure Past Performance in your TechnoMile Growth Suite.

There are two configurations that must be performed:

• Modify the page layout

• Assign permissions

Modify Page Layout for Past Performance

Add the related list to your Opportunity page layout(s).

1. In your Salesforce org, navigate to Setup.

2. Select Growth Opportunities.

   NOTE

   If you are using Salesforce Sales Cloud, select Opportunities.

3. Page Layouts

4. Select the page layout you would like to update

5. Select the 'Related Lists' section and search for 'Growth Opportunity Past Perfomance' 

6. Click and drag the related list down into the related lists section. 

Assign Permissions for Past Performance

Make sure users are assigned the Growth OOB All Permission permission set.

1. Navigate to Salesforce Setup.

2. Search for Permission Sets.

3. Select the Growth OOB All Permission and click the Manage Assignments.

4. Click the Add Assignment button in the top right side of the screen.
   From the Growth OOB All Permission screen, you can search and select users who should receive this permission set.