Loading
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Create Activity Plans

            You are here:

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

            Create Activity Plans

            Establish a strategic activity plan to define activity goals for your sales representatives over a specific period. Tailor the plan's structure with flexible goal types, whether for individual accounts, weighted activities, or shared territories. Implement a formal review process with deadlines and thresholds to govern how sales representatives and managers can modify the plan. Give users the flexibility to adjust their goals as needed.

            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 create activity plans: Life Sciences Commercial Admin permission set

            To help you get started, this video shows how to create an activity plan for an account goal.

            This video shows how to create an activity plan for a weighted account goal.

            If you aren’t able to watch the videos in full screen mode, open them in a new tab: Watch videoCreate an Activity Plan for an Account Goal and Watch videoCreate an Activity Plan for a Weighted Account Goal

            To set up account goal type activity plans for product-based activities, see Set Product Goal Measures for Activity Plans.

            Prerequisites:

            Use Salesforce Data Import to import all activity plan data in bulk from external sources to Salesforce. However, if you must manually Setup records for activity plans, follow these steps.

            1. From the App Launcher, find and select Activity Plans.
            2. Click New, and enter a name for the plan.
            3. Select the status.

              To let sales representatives review the plan before it’s finalized, select In Progress.

              To find out more about each Activity Plan status, see Activity Plans Setup.
            4. Select the required time period for the activity plan.
            5. For Usage Type, select Provider Plan Cycle.
            6. Select an activity plan type.
              • To set singular goals for an account for each activity type, select Account Goal.
              • To set different weights for an account for each activity type, select Weighted Territory Goals.
              • To set singular goals for an account that’s shared across multiple territories, select Account Goal Shared.
            7. If you're not using the working days calculation to populate this field, optionally enter the number of working days for the activity plan.
            8. Under the Review Details section, set up the review conditions.
              1. For Assignee Due Date and Reviewer Due Date, enter the dates by when the sales representatives and managers must review the plan.
              2. For Total Activity Change Review Threshold Percentage, enter the maximum percentage that a sales representative and manager can change the combined goals of all accounts.
              3. For Total Account Change Review Threshold Percentage, enter the maximum percentage that a sales representative and manager can change the total number of accounts in the plan.
              4. For Activity Change Review Threshold Percentage, enter the maximum percentage that a sales representative and manager can change an account’s activity goal.
            9. If you want to enable users to raise adjustment requests, under the Adjustment Details section, set up the limits within which an adjustment request must be raised.
              1. For Assignee Plan Adjustment Start Date and Assignee Plan Adjustment End Date, select the date range within which the sales representative can raise an adjustment request.
              2. For Reviewer Plan Adjustment Start Date and Reviewer Plan Adjustment End Date, select the date range within which the manager can review the adjustment request.
              3. For Total Account Adjustment Threshold Percentage, enter the maximum percentage by which a goal measure can be adjusted.
              4. For Total Allowed Adjustment Request Count, enter the maximum number of approved plan adjustment requests allowed for an active activity plan.
            10. Complete the remaining fields, as required.
            11. Save your changes to activate the plan.
              The Validate Activity Plans batch job activates the activity plan based on the associated time period.

            Account Goal Type Activity Plans

            Activity plans of type Account Goal are the basic omnichannel plan type.

            For this activity plan type, each activity or activity-product combination counts towards a single increment in points for goal attainment.

            To associate activity plans of the type Account Goal with a product, do the following.

            Weighted Territory Goal Type Activity Plan

            Learn more about activity plans of type Weighted Territory Goal, their calculation logic and prerequisites for setting them up.

            Activity plans of type Weighted Territory Goals helps admins set higher priorities for certain activities so that they carry more weightage and count more towards achieving the sales reps’ goals. Admins can assign weightage in the range of 0.01 to 9.99, to specific activity types or to channel-product combinations. This configuration helps sales reps achieve their goals through a diverse set of activities.

            Calculation Logic for Weighted Goals

            With weighted territory goals, the total goal to be attained can be distributed among activities of different weights, with lesser values assigned to activities of greater weights. Weighted territory goals follow this equation to assign weights to activities: (w1 x Activity) + (w2 x Activity) + … = Total Goal

            Here's an example of a scenario where the total goal to be attained is 10, which can be attained through three activities: face-to-face meeting, remote meeting, and email. The admin assigns 1.0 to the face-to-face meeting , 0.5 to the remote meeting, and 0.5 to the email meeting. Sales reps can achieve the total goal by any one of the following ways:

            • 10 face-to-face meetings (10 x 0.1)
            • 20 emails (20 x 0.5)
            • 5 face-to-face meetings + 10 remote sessions (5 x 0.1) + (10 x 0.5)
            Note
            Note Activity Plan Adjustment Requests are not available for the weighted territory goal type activity plans’ current cycle.

            Prerequisite Configurations

            To track weighted goals, make sure the following fields are visible.

            • Provider Activity Goal’s Overall Goal, Total Actual Activity Weighted Value, and Total Scheduled Activity Weighted Value fields.
            • Provider Activity Goal Measure’s Activity Weight Value, Actual Activity Weighted Value, and Scheduled Activity Weighted Value fields.

            For goals associated with products, make sure the following fields are visible.

            • Provider Activity Goal Measure Product's Products Weightage.
            • Provider Activity Goal Measure’s Scheduled Total Product Activity Weighted Value and Total Actual Product Activity Weighted Value.

            In the admin console, make sure the following are enabled.

            • In the admin console, in the Activity Plans tile, under Activity Plan settings, make sure the List weighted activity plans in filters checkbox is selected.
            • The Activity Plan By Product component is added to the home page or the healthcare professional’s profile page (Account record page), and in the component’s properties, the plan cycle type is set as WeightedTerritoryGoals.

            Set Up Weighted Goal Type Activity Plans

            To assign different priorities to activities, set up weighted territory goal type activity plans.

            1. Verify that you've created provider activity measure types to track provider engagement activities.
            2. Create a Time Period record to define the activity plan’s duration.
            3. Create the activity plan.
            4. Create an Activity Plan Territory record to link the activity plan with a territory.
              Make sure that there’s only one weighted territory goal type activity plan in a territory.
            5. Create Provider Activity Goal records and define the overall goal.
            6. Create Provider Activity Goal Measure records to define weights. In Type, select Weighted Goal. Assign a number in Activity Weight Value (for example, 1.0).
            7. Optionally, create Provider Activity Goal Measure Product records to define the weightage for specific product and channel combinations.

            Account Goal Shared Type Activity Plan

            To help sales reps collaborate seamlessly and share activities in a territory, create account goal shared type activity plans.

            Activity plans of type Account Goal Shared enable sales representatives to share and contribute towards a common account goal for multiple territories, boosting team-based provider engagement efforts. For example, if the attainment goal for a healthcare professional’s account is 10, any of the sales representatives from any of the linked territories can be assigned activities that add up to the shared target of 10 goals.

            Note
            Note Activity Plan Adjustment Requests are not available for the account goal shared type activity plans’ current cycle.

            Where Account Goal Shared Activity Plans Appear

            • In the Activity Plan By Product component on the home page dashboard for tracking goals.
            • As a visual progress indicator on the healthcare professional (Account) record.
            • In the integrated view for scheduling upcoming activities on the Planner.

            Web versus Mobile

            • Web: Users can see all shared activities across all participating territories.
            • Mobile: Users see only activities in the context of their assigned territories.

            Prerequisite Configurations

            • Verify that sales reps are assigned to territories.

            To ensure workload balance and to prevent overattainment of goals, include capped values in your Provider Activity Goal and Provider Activity Goal Measure records.

            Set Up Account Goal Shared Type Activity Plans

            To enable sales reps to share activities across a territory, define account goal type activity plans.

            1. Verify that you've created a provider activity measure type to track provider engagement activities.
            2. Create a Time Period record to define the activity plan’s duration.
            3. Create an activity plan. Set the plan type to Account Goal Shared.
            4. Assign multiple territories to the activity plan.
            5. Create the Provider Activity Goal records for the shared accounts.
            6. Create Provider Activity Goal Measure records.
             
            Loading
            Salesforce Help | Article