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Manage Account Plan Stakeholders
Influence your account’s decision-making policies by adding stakeholders to an account plan. Enhance your account plans by assigning actions and participants to your stakeholders.
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 add stakeholders to account plans: | Life Sciences Key Account Management permission set |
Add a Stakeholder to an Account Plan
A stakeholder can be another client or person whose influence helps a company grow, such as an intermediary from the buyer’s group who influences the buyer’s decision.
To add a stakeholder, the Account or Contact record page must include picklist values for Role Type, Influencer Level, and Strength.
- From the App Launcher, find and select the Account Plan record that you want to add the stakeholder to.
-
On the Related tab, under Account Plan Stakeholder, click
New.
On a mobile device, you can add stakeholders from other accounts aligned to your territory, from users set up as Account or Contact records aligned to your territory, or by importing from another account plan.
- Select the stakeholder’s Account or Contact record.
- Select a role type.
- Specify the influencer level and strength of the stakeholder.
- Save your changes.
Add a Stakeholder-Related Action to a Plan
Help an account plan participant complete assignments that are associated with a stakeholder.
- From the App Launcher, find and select the Account Plan Stakeholder record that you want to add the action to.
- On the Related tab, under Account Plan Stakeholder, click New.
- In Action Reference Record, choose an action plan, action plan item, or assessment task.
- Select the stakeholder that you want to execute the action for.
- Save your changes.
Associate a Product with a Stakeholder
Identify the product that you want to involve the stakeholder with.
- From the App Launcher, find and select the Account Plan Stakeholder record that you want to add the action to.
- On the Related tab, under Account Plan Stakeholder, click New.
- Select a sellable product item or non-sellable Life Sciences marketable product.
- Select the stakeholder that you want to associate the product with.
- Save your changes.
Assign a Participant to a Stakeholder
Enable a plan participant to work directly with a stakeholder in an account plan.
Assigning a participant to a stakeholder creates an Account Plan Participant Stakeholder junction record.
- From the App Launcher, find and select the Account Plan Stakeholder record that you want to assign a participant to.
- In the record's highlights panel, click Assign or Unassign Participant.
- Select the account plan participant to assign to the stakeholder.
- Save your changes.
Import a Stakeholder from a Related Account Plan
Maximize the effectiveness of your account plan by importing stakeholders from related account plans.
To import stakeholders, the Import Stakeholder button must be added to the Account Plan page layout.
- From the App Launcher, find and select the Account Plan record that you want to import a stakeholder to.
- In the Account Plan record's highlights panel, click Import Stakeholder.
- Select an account plan and the stakeholder.
- Click Import.
