Find ud af, hvordan du overvåger din plans milepæle ved at konfigurere fuldførelsesstatusser og aktivere de relevante udløserhandlers. Følg denne tjekliste for at sikre, at din opsætning er fuldstændig og nøjagtig
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Tilgængelig i: Lightning Experience
Tilgængelig i: Enterprise og Unlimited Edition med Life Sciences Cloud, Life Sciences Cloud for Customer Engagement-tilføjelsesprogramlicens og den administrerede pakke Life Sciences Customer Engagement.
Konfigurer statusser for kontoplan Hvis du vil aktivere Kontoplaner for at bestemme statussen for hver plan og vise planens fuldførelsesprocent, skal du tilknytte fuldførelsesstatusserne for kontoregistreringerne Kontoplan, Kontoplanmål og Handlingsplan. Konfigurer også standardstatusværdien for handlingsplanregistreringer.
Konfigurer områdeplanstatusser Aktiver udløserhåndtere til problemfrit at spore registreringer på tværs af hierarkier ved at konfigurere statusfuldførelsestilknytninger for områdeplaner, handlingsplaner og mål i din organisation.
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