Loading
Edit Goals for an Activity Plan

You are here:

  1. Salesforce Help
  2. Docs
  3. Agentforce Life Sciences

Edit Goals for an Activity Plan

Update an activity plan's goals from one place instead of opening each goal measure record separately. Change goal values for multiple accounts at once, delete goals that are no longer needed, and sync associated accounts to match the current territory alignment.

Required Editions

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 edit goals: Life Sciences Commercial Admin permission set

Before you edit goals from an activity plan, add the Activity Plan Edit Screen component to the Activity Plan record page. See Add the Plan Edit Screen Component to the Activity Plan Record Page.

Note
Note You can edit goals for activity plans of the Account Goal type only.
  1. From the App Launcher, find and select Activity Plans, and then open the activity plan that you want to edit.
    The plan edit screen lists the accounts on the activity plan and their goals for each measure type.
  2. To change a goal, enter the new value in the grid, and then save your changes.
    You can edit up to 50 cells at a time.
  3. To add a product or delete an individual row, open the dropdown menu for the row, and then do one of the following.
    • For an account row, select Add Product to add a product row below it, or select Delete to remove the account row.
    • For a product row, select Delete to remove the product row.
  4. To delete goals or goal measures, select their checkboxes, click Delete, and then confirm.

    If you select provider activity goals, the goals and their related goal measures are deleted.

    If you select only goal measures, only the selected goal measures are deleted.

  5. To sync associated accounts, do the following.
    1. Click Sync Associated Accounts.
    2. Review the accounts that have exited the plan's territories, and then click Next.
    3. Select the accounts to add to the activity plan.
    4. Save your changes.
    Goals for accounts that exited the plan's territories are deleted. Goals are created for the accounts that you selected. Both changes are saved together.
 
Indlæser
Salesforce Help | Article