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            Configure Action Plan Templates for Key Account Management

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            Configure Action Plan Templates for Key Account Management

            Create an action plan template of commonly used strategies that can be customized and tailored to your goals. Let account managers add assessment tasks on the go, even when they’re not part of the template plan.

            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 action plan templates: Life Sciences Commercial Admin permission set

            To categorize assessment tasks, first set up picklist values for Assessment Tasks’ Category field.

            Note
            Note Action plan templates are available for both account plans and territory plans.

            Each strategy (action plan template) is made up of trackable, actionable steps (action plan template items) that are tailored to your plan’s specific needs. When the key account manager adds the template to a plan, action plan templates and template items are instantiated to create run-time records of action plans and assessment tasks.

            1. Create an action plan template.
              1. From the App Launcher, find and select Action Plan Template.
              2. Click New.
              3. Enter a name for the template.
              4. For Action Plan Type, select Key Account Management.
              5. To enable users to create tasks on the go, select Let users add items to action plans.
                This configuration displays the New Assessment Task button in the dropdown next to each assessment task in the action plan framework at run-time.
              6. Select the target object for the action plan.
                For territory plans, choose Goal Assignment. For account plans, choose Account Plan Objectives.
            2. Add an action plan template item to the action plan template.
              1. In the action plan template, click New Assessment Task.
              2. Enter a name for the assessment task.
              3. Select a category.
              4. Save your changes.
            3. To make the action plan template available, click Publish Template.
              After you publish an action plan template, you can’t edit it.
            4. In the mobile interface, to add an action plan template item, complete these steps.
              1. In the Action Plan Template record, tap Related.
              2. Select the action plan template version, and tap Related.
              3. Tap Edit.
              4. Select Published as the status of the version.
              5. Save your changes.

            See Also

             
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