Enable trigger handlers to seamlessly track records across the hierarchies by
configuring status completion mappings for territory plans, action plans, and goals in your org.
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 territory plan status values in the admin console:
Life Sciences Commercial Admin permission set
Note Make sure you create status values for Territory Business
Plans.
From the App Launcher, find and select Admin Console.
Select Key Account Management.
In the left navigation pane, select KAM Settings.
For Action Plan Completion Status, select Completed
For Goal Assignment Completion Status, select Completed.
For Territory Business Plan Completion Status, select the status that indicates that the
plan is complete.
For Action Plan Default Status, select the initial status you want to assign to action
plans when the action plans are created.
Save your changes.
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