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            Create Picklist Values for Key Account Management Records

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            Create Picklist Values for Key Account Management Records

            Tailor records according to the needs of your organization with custom picklist values. Define different role types, influencer levels, and strength categories for stakeholders. Create statuses for goals, plans, objectives, sprints, and tasks.

            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 picklist values: Life Sciences Commercial Admin permission set
            1. Create picklist values for the Account Plan Stakeholder’s Role Type field.
              Some examples of role types are internal and external.
              1. From the Account Plan Stakeholders object management settings, go to Field & Relationships.
              2. Click Role Type.
              3. Under Role Type Picklist Values, click New.
              4. Enter each picklist value on a separate line, such as to indicate whether a stakeholder is internal or external.
              5. Save your changes.
              6. Repeat these steps to add picklist values for the Influencer Level and Strength fields.
                Examples of influencer levels are district, national, and international. A stakeholder’s strength can be defined as low, medium, or high.
            2. Create status values for territory business plans, account plans, account plan objectives, and sprints.
              1. From the Territory Business Plans object management settings, go to Field & Relationships.
              2. Click Status.
              3. Under Status Picklist Values, click New.
              4. Enter each picklist value on a separate line.
              5. Save your changes.
              6. Repeat these steps for account plans, account plan objectives, and sprints.
            3. Create categories for assessment tasks, such as approve, survey, and claim.
              1. From the Assessment Task object management settings, go to Field & Relationships.
              2. Click Category.
              3. Under Category Picklist Values, click New.
              4. Enter each picklist value on a separate line.
              5. Save your changes.

            See Also

             
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