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            Account Plan Hierarchy

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            3. Administer Life Sciences Cloud

            Account Plan Hierarchy

            Get a comprehensive view of the account plan objectives, from top-level objectives to the granular details of the associated tasks, all in one screen.

            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.
            • Filter the account plan objectives, action plans, and assessment tasks by status.
            • Search for records with keywords.
            • View the completion percentages of each record. Trigger handles working behind the scenes automatically update each record in the hierarchy when tasks and plans are completed.
            • Add assessment tasks, import existing assessment tasks, add sprints, and edit and delete tasks.
            • Add, edit, and delete action plans from the action plan framework.
             
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