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            Create Goal Definitions for Account Plans and Territory Plans

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            Create Goal Definitions for Account Plans and Territory Plans

            A goal definition represents a broad business objective that you can reapply across global, national (affiliate), and territory levels.

            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 definitions: Life Sciences Commercial Admin permission set

            Make sure that the Goal Definition page layout includes the Scope Type field.

            Note
            Note Goal definitions are available for both account plans and territory plans.
            1. From the App Launcher, find and select Goal Definition.
            2. Click New.
            3. Enter a name for the goal definition.
            4. For status, select Active.
            5. For the goal type, select Top Goal.
            6. Save your changes.

            See Also

             
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