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            Associate Target Accounts with a Compliance Program

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            Associate Target Accounts with a Compliance Program

            Create an association between a compliance program and an account. This association defines the territories and the accounts within the territories where the compliance program is applicable. You can associate only one compliance template with a care program.

            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 associate an action plan template with a care program: Life Science Commercial Admin permission set
            1. From the App Launcher, find and select Action Plan Template Assignment.
            2. Click New.
            3. For Associated Object, select Care Program, and then select the care program.
            4. Select an action plan template.
            5. Save your changes.
             
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