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            Plan Progression Checklist

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            Plan Progression Checklist

            Learn how to monitor your plan's milestones by configuring completion statuses and activating the relevant trigger handlers. Follow this checklist to ensure your setup is complete and accurate

            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.

            To monitor the account plan's progress:

            To monitor the territory plan's progress:

            • 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.
            • Configure Territory Plan Statuses
              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.
            • Configure Sprint Completion Statuses
              Add status values to indicate that a sprint is complete.
             
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