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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

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.

c-netradyne

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

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.

feature

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

After a user switches a Relationship Map to manual layout mode and rearranges cards, the manual ordering is not reliably preserved — on re-open, cards and/or groups appear jumbled back to what looks like the auto-layout arrangement.

Planned

129 - Relationship Map manual-layout ordering is lost after reopening the 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

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.

124 - Combined view of multiple Relationship Maps under one Account

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

Summary As a sales user with repeat business in the same account (e.g., Ford, GM), I want to clone an existing Relationship Map from one Opportunity onto another Opportunity so that I don't have to rebuild the same org chart for every deal with the same customer.

118 - Clone a Relationship Map from one Opportunity to another

As a sales user who already maintains an accurate <code>Reports To</code> chain on my Contacts, I want to generate a Relationship Map from that existing hierarchy so that I don't have to manually rebuild an org chart that's already implied by my Contact data.

94 - Auto-generate Relationship Map from Contact "Reports To" hierarchy

As a sales leader or CS leader responsible for Tier&nbsp;0 / Tier&nbsp;1 account coverage,I want Accounts to report whether they have a genuinely "created" Relationship Map (not just a shell),So that I can quickly identify large accounts missing the relationships we need and hold CSMs / AEs accountable for building them.

71 - Track "Created" Relationship Map flag on Account (Champion + Decision Maker required)

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) and switch between vertical and horizontal orientations to fit how I'm presenting.

67 - Sort, group, and toggle layout direction of Map contacts

As a sales or CS user working a large enterprise account (parent + nested subsidiaries, partners, and multiple active opportunities),I want to switch the Relationship Map between a single-account view, a full account-hierarchy view, a Partners overlay, and an Opportunity-specific view with Contact Roles,So that I can run a QBR, a renewal, or a multi-buying-group deal strategy without exporting to a whiteboard or maintaining parallel maps.

64 - 360 Account View: multi-mode Relationship Map spanning Account hierarchy, Partners, and Opportunity Contact Roles

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.

In Development

account_plans

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

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=20260423T140000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260423%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=1d412b324fa243fc77edfc6f52bedcbc73e38f1f2b428f5ec6b76a78b76c4240"><h2></h2>

Deployed

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=20260423T140000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260423%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=303041e1c3309fda8099d7857a235c7353d6550f19f5d81c4b733da46604e575"><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=20260423T140000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260423%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=7173c192341bb6de31c92256373be5d8dd346883ecb75548951e94c3426450b3">

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=20260423T140000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260423%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=d91d9bb0ed052520a51845ace69fd6121597e1554ccb8795372888f73367f689">

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=20260423T140000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260423%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=6d651411c0dc9677ef6febf1b431f114c88838f6089820a48fca8f7448a46f52"><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=20260423T140000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260423%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=7e4af87d16dafa470825b3158761aafa49b16df445fcff55ab9df3a4d68eff7b">

137 - PDF Download Button Responsiveness

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=20260423T140000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260423%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=e045e45380cb3eb2ac928cf82ea38a1c79ddfce5b2def539d7891dcee0b776ec"><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=20260423T140000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260423%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=63d885f0e7dbe4a62a82d255c83fd8174fb5dc2b370b143420b41b414f7f7f06"><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=20260423T140000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260423%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=0ee7f596169f7a65b02bfbbe9b1889c277529e3827fe3bbdd5ec9b11d78fe55f">

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=20260423T140000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260423%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=640989e179d8ab9d880693bbf95ac77f36d218a8616ee766e87f006310c11783">

Prolifiq

2026