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            Add a Template Assignment to a Goal Definition

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            Add a Template Assignment to a Goal Definition

            To use an action plan template for a specific goal, you must create an Action Plan Template Assignment record.

            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 associate an action plan template assignments with a goal definition: Life Sciences Commercial Admin permission set
            Note
            Note You must add the template to a goal definition for both account plans and territory plans.
            1. From the App Launcher, find and select Action Plan Template Assignment.
            2. Click New.
            3. For Associated Object, select the Goal Definition record that you want to associate with the action plan template.
            4. Select an action plan template version.
            5. Save your changes.
             
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