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            Add Objectives to an Account Plan

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            3. Financial Services Cloud Admin Guide

            Add Objectives to an Account Plan

            Relationship Managers can create a strategic objective for an account plan and add an appropriate category to it. They can also assign an owner, set the priority, and specify the status of the account plan objective to ensure effective management.

            Required Editions

            Available in: Lightning Experience in Enterprise and Unlimited Editions with Financial Services Cloud
            User Permissions Needed
            To access business relationship plans:

            FSC Sales permission set
            1. From the App Launcher, find and select Account Plans.
              If you’re using the Account Plan Lightning page, from the App Launcher, find and select Commercial Banking, and then open Account Plans.
            2. Open the required account plan record page, go to the Objectives tab, and then click New Objective.
            3. Enter a name for the account plan objective and select the account plan that you want to create objective for.
            4. Specify the other details, such as status, priority, start date, end date, and description.
            5. Select the objective owner and account plan objective category.
            6. Save your changes.
             
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