提供版本：具有 Life Sciences Cloud、Life Sciences Cloud for Customer Engagement 附加元件授權和 Life Sciences Customer Engagement 受管理封裝的 Enterprise 和 Unlimited Edition。
需要的使用者權限
若要建立動作計畫範本指派與目標定義的關聯:
「Life Sciences 商業管理員」權限集
備註 您必須將範本新增至帳戶計畫與區域範圍計畫的目標定義。
進入 App Launcher,尋找並選取「動作計畫範本指派」。
按一下「新增」。
針對「相關聯物件」,選取您要與動作計畫範本相關聯的「目標定義」記錄。
選取動作計畫範本版本。
請儲存您的變更。
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