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Key Account Management Prerequisites
Review and complete the prerequisites for Key Account Management. Assign permissions, activate trigger handlers, and create object metadata cache configurations for offline access in the mobile app.
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. |
Permissions
Assign these permission sets to admins.
- Health Cloud Starter
- Life Sciences Commercial Admin
Assign these permission sets to users.
- Health Cloud Starter
- Life Sciences Key Account Management
Trigger Handlers
To make sure the action plans and territory business plans work as intended, activate these trigger handlers.
Account Plan Trigger Handlers
- AccountPlanDeleteChildrenHandler
- AccountPlanChangeStatusHandler
- SetSprintPercentCompleteHandler (action plan)
- SetAccObjectPercentCompleteHandler (action plan)
- SetAccPlanPercentCompleteHandler (account plan objective)
- AcctPlanObjDeleteChildrenHandler (account plan objective)
Territory Plan Trigger Handlers
- TerritoryBusPlanChangeStatusHandler
- TerritoryBusinessPlanDeleteHandler
- SetTerrBusPlanPrcntCompleteHandler (goal assignment)
- GoalAssignmentDeleteHandler (goal assignment)
- SetGoalAsgmtPercentCompleteHandler (action plan)
- AssessmentTaskDeleteAPItemHandler (assessment task)
- AssessmentTaskSharingHandler (assessment task)
- SetActionPlanPercentCompleteHandler (assessment task)
Object Metadata Cache Configurations
To enable offline access to Key Account Management on the mobile, create object metadata cache configurations of type Data for the following objects.
Account Plan Objects
- Goal Definition
- Goal Definition Product
- Action Plan Template Assignment
- Action Plan Template
- Action Plan Template Version
- Action Plan Template Item
- Action Plan Template Item Value
- Account Plan
- Account Plan Objective
- Action Plan
- Action Plan Item
- Assessment Task
- Account Plan Stakeholder
- Account Plan Participant
- Account Plan Participant Stakeholder
- Participant Role
- Sprint
Territory Plan Objects
- Territory Business Plan
- Goal Assignment
- Action Plan
- Action Plan Template
- Action Plan Template Version
- Action Plan Item
- Assessment Task
- Action Plan Template Assignment
- Goal Definition
- Territory2
- Sprint
Visit Linkage
For an action plan and task to be considered as complete, users must link the Action Plan and Assessment Task records to a Visit record. To support searchibility and facilitate quick navigation from the Visit record to the associated plans and tasks, make sure you add the Action Plan and Assessment Task related lists to the Visit record page. See Get Your Org Ready for Visit Management.
