Advanced Setup

ShiftUp Enablement

Admins can enable or disable ShiftUp app functionality for users from the advanced admin area.

Enable/Disable ShiftUp

Master control to disable the ShiftUp user interface for all users, this is automatically enabled after ShiftUp activation.

Background Jobs

ShiftUp uses scheduled jobs for recurring system operations. Review and monitor job health in Salesforce. Common job categories include:

Integration event cleanup
Integration event retry processing
Feature usage aggregation
ShiftUp Feed Items Cleanup

Branding

Use the branding section to configure the company name and logo displayed in the ShiftUp sidebar.

License Information

Use the license section in the admin experience to verify active licensing status and allocation details.

Version Information

Use the version information section to check the current version status of your ShiftUp application. You can opt-out from receiving push upgrades from here and manually install new versions of the package.

Repair Tasks

ShiftUp Admin → Advanced → Repair Tasks lists targeted maintenance and data repair jobs for your ShiftUp organization. Each task describes the operation it performs. Repair tasks are available only to ShiftUp administrators.

Account Plan access reconciliation

An Account Plan looks up to a Salesforce Account, but lookup relationships do not inherit sharing. Someone can see an Account through a manual share, an Account Team, or a territory without automatically seeing its Account Plan. Two repair actions copy existing Account access onto related Account Plans:

Repair action	Account access copied
Reconcile Account Plan Manual & Team Access	Current manual shares and Account Team shares on the Account. ShiftUp-created Account grants are excluded to prevent circular access.
Reconcile Account Plan Territory Access	Current territory shares on the Account. Available only when Salesforce Enterprise Territory Management is enabled.

Both actions work the same way:

Account Read access becomes Account Plan Read. Account Edit or All becomes Account Plan Edit.
After Plan access is established, ShiftUp adds missing Read access to the linked Seller Profile.
Each action reads Account sharing as it exists at that moment. It never changes Account sharing. Run it again after later sharing changes.
Rerunning is safe. Each run updates or removes only the Plan shares it created earlier and leaves other sharing rows alone. Stale Plan shares are removed; Seller Profile shares are retained.

Each action runs as an asynchronous batch job with a progress bar. When the job finishes, the panel reports the Account Plans evaluated, shares created, shares updated, stale shares removed, and failures, with details for up to the first 20 failed records. If a run completes with failures, resolve the reported issues and run the action again. Plan shares created by these actions appear in the Account Plan sharing panel with a Via Account or Via territory badge. See Synced share badges and Copying existing Account access onto Account Plans for the full sharing rules.

Strategy Step Progress

The Strategy Step Progress task backfills completed Engage outreach steps into the ShiftUp Strategy Step Progress records that power the Adoption dashboard’s Engage Outreach widgets and the ShiftUp Engage Step Progress report type. Run it after upgrading so Engage activity recorded before the upgrade is counted in adoption metrics and reports. Click Backfill Engage Steps to queue the job. The task runs as an asynchronous batch job across all strategies, and a confirmation shows the job Id so you can track it under Salesforce Setup → Apex Jobs. The backfill requires Engage prospecting to be enabled for your org; when it is off, the job makes no changes. See Engage Outreach source reports for the widgets and reports this data feeds.

App Settings

ShiftUp Admin → Advanced → App Settings is the single place to configure how ShiftUp behaves across your organization. Settings are grouped into sections; each setting has a title, a description, and a toggle (or a picker) with an active/inactive label so you can see the current state at a glance. Use the search box at the top of the page to filter by title or description. Changes save immediately and take effect on the next page load for affected users.

Account Plans & Strategies

Setting	Default	What it controls
Account Plan Ownership	Disabled	When Enabled, new Account Plan records inherit the parent Account’s owner as the default owner.
Frequency Edit Restriction	Managers Allowed	When Restricted, only admin users can change an Account Plan’s refresh frequency.
Opportunity Strategy Assignment	Disabled	When Enabled, new Opportunity Strategy records inherit the parent Account Plan’s owner as the assigned user.

Pipeline Agents & Workspace

Setting	Default	What it controls
Enable ranking updates	Enabled	Workspace priority ranking always refreshes automatically once a day. When Enabled, rankings also refresh continuously (within about 10 minutes) as tasks, meetings, and opportunities change.
Restrict custom pipeline agent creation	Managers Allowed	When set to Admins Only, only users with Modify All access to Pipeline Agents can create custom missions. Pipeline managers can still review and approve strategies. See Pipeline agents.
Allow account ownership changes from activation	Blocked	When Allowed, users with the Modify All Data permission can opt into transferring Salesforce Account and ShiftUp Account Plan ownership while activating pipeline strategies. Transfers also require the ShiftUp Account Transfer permission set on the integration user.

Custom Research

Setting	Default	What it controls
Restrict custom research enablement	Managers Allowed	When set to Admins Only, only users with Modify All access to Seller Profiles can associate Custom Research components with seller profiles.

Setting	Default	What it controls
Disable Related Account Sharing	Disabled	When Enabled, ShiftUp does not grant or repair related Account access for Account Plan owners, Opportunity Strategy assignees, or people and groups the Account Plan is shared with. Contact and Opportunity sharing are also disabled.
Disable Related Contact Sharing	Disabled	When Enabled, ShiftUp-created Account shares request no additional Contact access. Controlled-by-Parent and other Salesforce sharing settings are unchanged.
Disable Related Opportunity Sharing	Disabled	When Enabled, ShiftUp-created Account shares request no additional Opportunity access. Salesforce sharing rules and organization-wide defaults are unchanged.

Communications

Setting	Default	What it controls
Log ShiftUp emails as activities	Enabled	When Enabled, ShiftUp logs each email you send as a Salesforce activity on the contact. Turn this off if Einstein Activity Capture already captures these emails so you don’t get duplicate activities.
Log ShiftUp non-email activities	Disabled	When Enabled, ShiftUp logs the non-email steps you mark complete, in Engage and in cadences, as completed Salesforce Tasks on the contact or lead. This covers call and LinkedIn steps. Leave this off if another tool already logs these activities so you don’t get duplicate activities. Email logging is controlled by Log ShiftUp emails as activities.
Disable Push Notifications	Disabled	When Enabled, ShiftUp does not send Salesforce push notifications for high-priority activity.
Disable ShiftUp AI Chat	Disabled	When Enabled, ShiftUp hides ShiftUp AI Chat entry points and prevents users from starting chat sessions.

Data & Automation

Setting	Default	What it controls
Disable Usage Event Tracking	Disabled	When Enabled, ShiftUp does not collect usage event data. This may affect analytics and reporting capabilities.
Bypass Activation Prompt	Disabled	When Enabled, generating emails, generating call scripts, and converting stakeholders proceed without prompting users to activate a Draft strategy first.
Context Providers for Seller Profiles	Disabled	Only available when the Enable CRM Context feature is on for your org. When Enabled, Context Providers let seller profiles grant controlled context data (pricebooks, opportunity data, contact data) to the AI Engine for deeper analysis.

Opportunity Data

Setting	Default	What it controls
Opportunity Amount Field	`Amount`	Choose which Opportunity field ShiftUp reads for deal amount. Defaults to the standard Amount field. Ensure all users who need to see deal amounts have Read access to the selected field.

Overview

Product

Onboarding

How To Guides

Implementation

Security & Architecture

ShiftUp Enablement

Enable/Disable ShiftUp

Background Jobs

Branding

License Information

Version Information

Repair Tasks

Account Plan access reconciliation

Strategy Step Progress

App Settings

Account Plans & Strategies

Pipeline Agents & Workspace

Custom Research

Communications

Data & Automation

Opportunity Data

​ShiftUp Enablement

​Enable/Disable ShiftUp

​Background Jobs

​Branding

​License Information

​Version Information

​Repair Tasks

​Account Plan access reconciliation

​Strategy Step Progress

​App Settings

​Account Plans & Strategies

​Pipeline Agents & Workspace

​Custom Research

​Sharing & Access

​Communications

​Data & Automation

​Opportunity Data

ShiftUp Enablement

Enable/Disable ShiftUp

Background Jobs

Branding

License Information

Version Information

Repair Tasks

Account Plan access reconciliation

Strategy Step Progress

App Settings

Account Plans & Strategies

Pipeline Agents & Workspace

Custom Research

Sharing & Access

Communications

Data & Automation

Opportunity Data