Add a Key Account Management Quick Action Button to a Page Layout
Configure quick action buttons to let account managers add stakeholders to an account
plan and connect participants and stakeholders.
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 edit account plan page layouts:
Life Sciences Commercial Admin permission set
From the App Launcher, find and select Account Plans.
Select an account plan.
In the top-right of the page, click and select Edit Object.
From Page Layout, click Account Plan Layout.
Under Salesforce Mobile and Lightning Experience Actions, click Override the
predefined actions.
In the Account Plan Layout editor, go to the Mobile & Lightning Action section, and
move the Import Stakeholder button from the palette to the editable part of the page.
Save your changes.
Repeat these steps to add the Assign or Unassign Participant button to the Account Plan
Stakeholder page and the Assign or Unassign Stakeholder button to the Account Plan Participant
page.
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