Loading
Salesforce Enforces New Security Requirements in Summer 2026Read More
Track Status of Activity Plans by Using List Views and Charts

You are here:

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

Track Status of Activity Plans by Using List Views and Charts

Stay informed about the activity plans for your territory and track progress toward your goals. Plan your day for effective operation by using a unified snapshot of targeted, actual, and scheduled activity goals. Execute various activities, such as calls and remote calls, on targeted accounts to meet your defined goals.

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 track activity plan status:

Life Sciences Core

AND

Life Sciences Field Sales Representative

As you make progress on your activities, the Calculate Provider Activity Goal Measures batch job calculates the progress metrics. These metrics are not in real time but updated at regular intervals depending on when the job is run. Use dedicated list views and charts for activity plans and weighted activity plans, on the Account page, to identify targeted accounts and see the goal completion progress. Use charts on the home page to get a global overview.

  1. From the App Launcher, go to Life Sciences Commercial.
    By default, you see the details for the first active territory in the Territory Switcher. To view details for a different territory, select it from the Territory Switcher.
    The home page of the app appears.
  2. Review active activity plans by using list views.
    1. Select the Accounts tab, and under Lists, select Activity Plan or Weighted Activity Plan.
      The accounts that are associated with the active activity plan for the selected territory appear.
    2. Review the account details, such as the last visit date, actual, scheduled, and total goals, and percentage of goal attainment. If an account has reached the target, the Targeted Activities check box is automatically selected.
    3. To see activity metrics for an account in a weighted activity plan, under the Attainment column, click An icon to view activity metrics.
  3. Review activity plan details by using charts.
    1. On the home page, find the Activity Plan component.
    2. Select an activity type and product.
    3. Review the goal completion data for the current date and for the entire time period of the activity plan.
    4. To see additional details on the tracked activities, related accounts, and goal attainment, click View Details.
      The Activity Plan component is also available on the Account record page, and it shows data at the account level.

See Also

 
Loading
Salesforce Help | Article