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            Select Who Can Use Sales Account Plans

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            Select Who Can Use Sales Account Plans

            By default, only Salesforce admins can access the sales account plan objects. To get your sales teams started with account planning, create a permission set that gives them access to the appropriate objects and optimize your sharing settings.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited editions with Sales and in Agentforce 1 Sales Edition
            User Permissions Needed
            To create permission sets: Manage Profiles and Permission Sets
            To assign permission sets: Assign Permission Sets
            To set field level security:

            Manage Profiles and Permission Sets

            AND

            Customize Application

            Create a Permission Set for Sales Account Plans

            1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
            2. Select the license type for the permission set.
              When you create a permission set, the license type you select determines which objects and other data are available to users who have the permission set assigned. For access to the account plan objects, we recommend the standard Salesforce license. See Standard User Licenses.
            3. Click New.
            4. Enter your permission set information.
            5. Save your changes.

            Add Object and Field Permissions to the Sales Account Plans Permission Set

            1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
            2. Select the permission set for sales account plans.
            3. On the permission set overview, select Object Settings.
            4. Select Account Plans.
            5. Click Edit, select the object and field permissions you want to give your sales team members, and save your changes.
            6. Repeat these steps for these objects:
              • Account Plan Objective
              • Account Plan Objective Measure
              • Account Plan Objective Measure Relation

            Assign the Sales Account Plans Permission Set to Users

            1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
            2. Select the permission set for sales account plans.
            3. In the permission set toolbar, click Manage Assignments and then Add Assignments.
            4. Select the checkboxes next to the names of the users you want assigned to the permission set, and then click Assign.

            Share Sales Account Plans with Other Users

            By default, sales account plans are private. Reps can choose to share their individual account plans with other team members via sharing settings on the account plan record page. If you want members of your sales team to be able to see their colleagues' account plans by default, update the organization-wide settings.

            1. From Setup, in the Quick Find box, enter Sharing Settings, and then select Sharing Settings.
            2. Click Edit.
            3. Select the access policies you want for the Account Plan and Account Plan Objective objects.
            4. Click Save.

            See Also

             
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