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            Create Goal Assignments for Territory Plans

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            Create Goal Assignments for Territory Plans

            Define a blueprint for achieving your territory’s business targets. You can add goals directly in the plan or import them from a template.

            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 goal assignments: Life Sciences Key Account Management permission set

            Create Goal Assignments

            Define a goal assignment by using global, territory, and affiliate goal definitions of any type.

            1. From the App Launcher, find and select Territory Business Plans and select a record.
            2. Go to the Goal Assignment tab.
            3. To create a goal assignment, click New, and add the following details.
              1. Select a goal assignee.
              2. Make sure that the record selected in the Parent Record field is the territory plan that you’re adding the goal.
              3. Add a goal definition.
              4. Save your changes.

            Import Goal Definition Templates into a Goal Assignment

            Incorporate proven strategies from predefined templates to enhance your territory business plans. You can add only active goal definitions that are of type Top Goal

            For a selected territory business plan, you can import goal definitions into a goal assignment only once. However, you can add goal definitions to a territory business plan multiple times by using the New button.

            Note
            Note To filter goal definitions, action plans, and tasks by selecting the product associated with the goal definition, make sure your admin creates Goal Definition Product records.
            1. From the App Launcher, find the Territory Business Plan record into which you want to import a template.
            2. Go to the Goal Assignment tab, and click Import Template.
            3. In the Select Goal Definitions window, choose action plans and assessment tasks to add to your goal assignments.
              Search for records and filter your search by selecting the product associated with the goal definition.
            4. To review your selection, click Next.
            5. Save your changes.
             
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