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            Define Account Plan Objective Measures

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            3. Financial Services Cloud Admin Guide

            Define Account Plan Objective Measures

            Track the progress of the account plan objective by defining measures from the account plan objective Lightning page. Use a guided flow to define the measures for an objective and link related records all at once, maintaining context throughout. Associate relevant opportunities and cases as related records with the measures for the objectives that you own. Use the guided Omniscript as is or customize it to add different object related records. Visualize the progress of each measure with progress ring indicators. You can also create objective measures directly from the Account Plan Lightning page.

            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 Plan Objectives.
              If you're using the Account Plan Lightning page, from the App Launcher, find and select Commercial Banking, and then open Account Plan Objectives.
            2. Open the account plan objective record page, go to the FSCAccountPlanObjectiveMeasure flexcard, and then click New.
            3. Enter a name for the account plan objective measure.
            4. Specify the other details, such as value type, current value, and target value.
            5. Click Proceed.
            6. Select the object and its reference record that you want to associate with the account plan objective measure.
            7. Save your changes.
            8. To edit the account plan objective measure record, click Edit on the FSCAccountPlanObjectiveMeasure flexcard.
            9. Make the changes, and click Proceed to update the related reference records.
            10. Select the object and update the related records that you want to associate with the account plan objective measure.
            11. Save your changes.
             
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