Create a Life Sciences Cloud Account Plan

Create an Account Plan

1. From the App Launcher, find and select Account Plans.
2. Click New, and enter a name for the plan.
3. Select the account that you want to create the account plan for.
4. Enter the plan’s start and end date.
5. Save your changes.

Associate an Account Plan with a Product

Gain market insights for a specific product by associating it with an account plan.

1. From the App Launcher, find and select the Account Plan record that you want to add the product to.
2. On the Related tab, under Account Plan Product, click New.
3. Select a sellable product item or non-sellable Life Sciences marketable product.
4. Save your changes.

Associate an Account Plan with Another Plan

To manage a large account, you can create multiple account plans or use a primary account plan with several account plans related to it. To have all the account information in one place, associate the account plans with your primary account plan.

1. From the App Launcher, find and select the Account Plan record that you want to add a related plan to.
2. On the Related tab, under Account Plan Relationships, click New.
3. Select the account plan that you want to associate with the primary plan.
4. Save your changes.

Add an Analysis Component to an Account Plan

Create a more robust account plan by adding competitive and situational analysis of your account’s position in the market. Identify your account’s advantages, disadvantages, growth opportunities, and obstacles, and gather information about the socioeconomic, legal, and political factors that can affect your account’s performance.

1. From the App Launcher, find and select the Account Plan record that you want to add the analysis to.
2. On the Related tab, under Account Plan Related Object Analysis, click New.
3. Select a sellable product item or non-sellable Life Sciences marketable product.
4. Add the details of the analysis.
5. Save your changes.