Loading
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Configure Account Plan Statuses

            You are here:

            1. Salesforce Help
            2. Docs
            3. Agentforce Life Sciences

            Configure Account Plan Statuses

            To enable Account Plans to ascertain the progress of each plan and display the plan's completion percentage, map the completion statuses of the Account Plan, Account Plan Objective, and Action Plan records. Also configure the default status value of Action Plan records.

            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 map account plan statuses: Life Sciences Commercial Admin permission set
            1. From the App Launcher, find and select Admin Console.
            2. Select Key Account Management.
            3. In the left navigation pane, select KAM Settings.
            4. For Action Plan Completion Status, select Completed.
            5. For Account Plan Objective Completion Status, select Completed.
            6. For Account Plan Completion Status, select the value that indicates that the plan is complete.
            7. For Action Plan Default Status, select the initial value to assign to an action plan when it’s created.
            8. Save your changes.
             
            Loading
            Salesforce Help | Article