Set Up Ratings, Lists, and Filters for Activity Plans

Help your sales representatives and sales managers view and analyze the granular details of activity plans by configuring ratings, lists, and filters. With these configurations, your users can set up Activity Plan filters in the Planner and in the Next Best Customer component on the home page. Users can also see dedicated list view filters on the Account record page, and use default ratings for filtering Activity Plan records.

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 set up ratings, lists, and filters for Activity Plans:	Life Sciences Commercial Admin permission set

Prerequisite: Configure ratings.

Note For Activity Plan Review to work as intended, in the Ratings section, the object you select must be Account or Provider Account Territory Info (PATI), and the field you choose must be a picklist field. Ensure that users have access to the selected field.

1. From the App Launcher, find and select Admin Console.
2. Select Activity Plan and then select Activity Plan Settings.
3. Choose whether to apply the settings org-wide or to a particular user profile.
4. Under the Rating Setting section, select an object and a field.
   This field defines what the Rating column shows on the Activity Plan Review tab. Users can sort the accounts within the Activity Plan Review tab by this rating.
5. Under the Table View Settings section, select whether you want to show activity plans or weighted activity plans on the Accounts page.
6. Save your changes.