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Embed the plan edit screen into your Activity Plan record page to review and adjust a plan's goals from one place, without opening each goal measure record. Users can also sync associated accounts to match the current territory alignment.
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package. |
| User Permissions Needed | |
|---|---|
| To create and save Lightning pages in Lightning App Builder: | Customize Application |
| To access the plan edit screen component: | Life Sciences Commercial Admin permission set |
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