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Manage Action Plans and Tasks in the Account Plan Hierarchy
Configure ad hoc tasks and actions directly in the account plan hierarchy. Monitor the progress of each element of the hierarchy, search for individual action plans, and filter records by status. To mark an action plan or assessment task as complete, update the status of the 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 edit records in the account plan hierarchy: | Life Sciences Key Account Management permission set |
Create and Update Action Plans in an Account Plan
Add action plans to the Account Plan Objectives framework, update the status of your action plans, and edit the records as needed.
- From the App Launcher, find the Account Plan record that you want to add an action plan to.
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On the Account Plan Objective tab, next to the account plan objective that you want to
update, click
and select New Action Plan.
- Name the action plan and enter the start date.
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Select an action plan template.
You can only add templates that have a target object of Account Plan Objective.
- Click Next.
- Review the assessment tasks, and save your changes.
Create and Update Assessment Tasks in an Account Plan
Execute assessment tasks and record your progress in the Account Plan Objective framework. When you accomplish a task, t progress is rolled up in to the top of the account plan objective hierarchy. Trigger handlers working behind the scenes keep the completion percentages of all related records up-to-date at all times. You can also create new assessment tasks on the go.
- From the App Launcher, find the Account Plan record whose objective you want to execute.
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On the Account Plan Objective tab, next to the action plan you want to add the assessment
task to, and click .
- Click New Assessment Task.
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In New Assessment Task, make the following changes.
- Enter a name for the assessment task.
- Select a task type.
- In Reference Record, select the action plan you added to your account plan objective.
- Save your changes.
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To assign the task, click , and in AssignedTo ID, select a user or group.
Import an Assessment Task into an Account Plan
Reuse tasks that have been successful in the past by importing them into the account plan.
- From the App Launcher, find the Account Plan record that you want to update.
-
On the Account Plan Objective tab, next to the action plan you want to import the task to,
click and select Import Assessment Task.
- In the Import Assessment Task window, search for and select an existing task.
- Click Import.
Assign a Sprint to an Action Plan
Monitor the progress of an account plan by assigning a sprint to an action plan associated to the objective.
- From the App Launcher, find the Account Plan record.
-
On the Account Plan Objective tab, next to the action plan that you want to track, click
and select Assign or Unassign Sprints.
- Select the sprint to assign.
- Save your changes.
