テンプレートの目標、計画、ToDo の設計時レコードを作成して、主要な取引先マネージャーが取引先とテリトリーのビジネス目標を達成できるようにします。グローバル、関連会社、テリトリーレベルで目標を定義します。目標を達成するための基準を考案し、アクションプランテンプレート項目を使用して各基準をアクション可能な実行可能な ToDo に分割します。
必要なエディション
使用可能なインターフェース: Lightning Experience
使用可能なエディション: Life Sciences Cloud、Life Sciences Cloud for Customer Engagementアドオン ライセンス、Life Sciences Customer Engagement管理パッケージが付属するEnterprise EditionおよびUnlimited Edition。
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