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            Create Account Plan Objectives

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            Create Account Plan Objectives

            Define goals for your account and track their progress by creating actionable account plan objectives. Add objectives directly to a plan or import them.

            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 add account plan objectives: Life Sciences Key Account Management permission set

            See Also

            Create Account Plan Objectives From Scratch

            Define goals for your account and track the goals' progress by creating actionable account plan objectives.

            1. From the App Launcher, find and select Account Plan Objectives, and click New.
              Alternatively, navigate to the Account Plan record page and go to the Related tab.
            2. Add the following details
              1. Enter a name for the objective.
              2. Select the account plan for which you want to create the objective.
              3. Select a start date and end date for the objective.
              4. Save your changes.

            Create Account Plan Objectives by Importing Templates

            Meet your account’s targets by importing tried and tested strategies into your account plans. Add reusable goal definition templates and associated action plan templates to create run-time records of account plan objectives.

            Note
            Note To filter goal definitions, action plans, and tasks by selecting the product associated with the goal definition, make sure that you have Goal Definition Product records. Also, when you import a goal definition associated with a product, Key Account Management creates Account Plan Product records.
            1. From the App Launcher, find the Account Plan record into which you want to import a template.
            2. Go to the Account Plan Objectives tab, and click Import Template.
            3. In the Select Goal Definitions window, choose action plans and assessment tasks to add to your account plan objectives.
              Search for records and filter your search by selecting the product associated with the goal definition.
            4. Click Next, and review your selections.
            5. Save your changes.
             
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