Product Roadmap

CS/report recipe to find Tier 0/1 accounts without a map that has both Champion and Decision Maker. Packaged Account fields deferred to SCRUM-222 if needed.

Bulk-link Opportunities to Objectives; Closed/Won on each link; Strategy tab shows Tasks or linked Opps under an objective; completion % from Closed Won stage (V1). Not manual Percent To Goal (SCRUM-111) or territory account rows (SCRUM-208).

Enable colored Relationship Group Types on maps so contact cohorts are visually distinct and admin-governed.

Consolidated ROI dashboard on the Opportunity record so teams assess pursuit economics without leaving the deal.

Embed a sales methodology checklist component in Opportunity Management so reps run pursuits against your standard playbook.

Continuously re-score map members from activity and conversation data, surfacing where sales labels diverge from behavioral evidence.

Surface Relationship Maps where the Decision Maker has no recent engagement so leaders can audit CSM activity.

Bring governed external data onto Relationship Maps to fill in contacts and context.

Org admin settings: Objectives list uses task-based % (default) or manual Percent To Goal; optionally disable task-driven Stage auto-update. Does not include Opportunity linking or Strategy tab Accounts mode.

Clone an existing Relationship Map from one Opportunity onto another so teams don't rebuild the same org chart for repeat business.

Split large Relationship Maps into linked pages with cross-page hierarchy navigation for enterprise accounts.

AI proposes groupings for Account Contacts not yet on the Relationship Map so teams spot coverage gaps faster.

From a map contact, view related open Opportunities and manually add or edit Opportunity Contact Roles—faster than jumping to each Opp record. No auto-sync of Decision Makers or badges to all open deals.

Show Task Type (Meeting, Call, Email, etc.) on each task row in the Strategy/Objectives tab so teams see activity type at a glance.

Show LinkedIn profile photos on Relationship Map contact cards.

When an account has multiple maps, pick which map to present or export to PDF—no silent default. Optional stretch: multi-map export. Replaces near-term need for combined canvas (SCRUM-124 deferred).

Show a Cross-Sell Map at the business-unit level so teams can see whitespace across a customer's units.

Clone a Relationship Map onto another Account Plan instead of rebuilding it.

Strategy tab Accounts mode: rank focus accounts and track tasks per account—packaged replacement for Ventura’s account-as-objective workaround. Objectives mode stays default for single-account plans. Broader object picklist and manager rollups tracked separately.

AI drafts starter Account Plans from CRM data and flags gaps, stale items, and risks in existing plans.

Add engagement matrix, graph, and admin-configurable custom object tabs to Contact OmniView on the Relationship Map.

Add deal scoring and scorecard visibility to the Opportunity Plan so reps and managers see why a deal sits where it does.

See related accounts together so teams can plan across a customer family, not one account at a time.

Show how often each Relationship Map contact is engaged so coverage gaps are visible.

Send notifications when Relationship Map signals change, including outside Salesforce.

Removed from public roadmap; tracked in Jira SCRUM-124 (deferred). Near-term: SCRUM-178 for Present/export map selection.

Alert teams when a Decision Maker changes on a Tier 0 Relationship Map.

Suggest email-thread participants who are missing from the Relationship Map.

Give Account Plans a health view so teams can see account risk at a glance.

Group visible Relationship Map cards by an attribute such as Level or Department — visual layout only, without creating new Relationship Groups.

Switch Relationship Map layout direction without rebuilding the hierarchy.

Create or relate a Salesforce Campaign from selected Relationship Map contacts.

Export selected Relationship Map contacts to Excel or CSV.

Upgrade CRUSH surfaces to render correctly under Salesforce SLDS-2 (Cosmos) without breaking orgs still on SLDS-1.

Filter visible Relationship Map cards by contact and card attributes so large accounts stay focused.

Pick a sort field on the Relationship Map and show that field's value on each card.

Plan a territory as its own Account Plan, with ranked accounts and manager rollups, instead of one plan per account.

One Activities tab on the Account Plan showing all objective and opportunity activities together.

Sort visible Relationship Map cards by name or a card attribute (e.g. Level) while keeping the hierarchy intact.

Quarterly booked and projected revenue on the Account Plan, rolled up from Opportunity Line Items.

AI drafts Relationship Maps from CRM signals so teams start from a useful first draft, not a blank canvas.

Connect custom Solution objects to the Cross Sell Map for customer-specific whitespace analysis.

One Activities tab on the Account Plan showing all objective and opportunity activities together.

Sort visible Relationship Map cards by name or a card attribute (e.g. Level) while keeping the hierarchy intact.

Quarterly booked and projected revenue on the Account Plan, rolled up from Opportunity Line Items.

AI drafts Relationship Maps from CRM signals so teams start from a useful first draft, not a blank canvas.

Connect custom Solution objects to the Cross Sell Map for customer-specific whitespace analysis.