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            Create a Life Sciences Cloud Territory Plan

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            3. Administer Life Sciences Cloud

            Create a Life Sciences Cloud Territory Plan

            Drive educational and scientific awareness campaigns, and collect information about the effectiveness of treatments in a region by creating a territory plan.

            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 territory plans: Life Sciences Key Account Management permission set
            1. From the App Launcher, find and select Territory Business Plans.
            2. Click New and enter a name for the plan.
            3. Select the territory.
            4. Select a status, and select Active.
            5. Enter the plan’s start and end dates.
            6. Save your changes.

            See Also

             
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