Loading
Feature Degradation | Agentforce Voice Read More
Sales Basics
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
            Turn on Sales Account Plans

            You are here:

            1. Salesforce Help
            2. Docs
            3. Sales Basics

            Turn on Sales Account Plans

            To get started with long-term account growth strategies, turn on sales account plans, assign a permission set, update page layouts, and set up related features.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited editions with Sales and in Agentforce 1 Sales Edition
            User Permissions Needed
            To turn on Sales Account Plans:

            Customize Application

            OR

            Modify All Data
            Tip
            Tip Check out this feature in Salesforce Go! Find a guided setup experience, explore more content, discover related features, and monitor feature usage. See Discover and Set Up Features With Salesforce Go.
            1. From Setup, in the Quick Find box, enter Account Plans, and then select Sales Account Plans.
            2. Turn on Sales Account Plans.
              Note
              Note To set up Business Relationship Plans for finance, stop here. Then follow the guided setup in Business Client Engagement Settings.
            3. Create a permission set for users to access the account plan objects. See Select Who Can Use Sales Account Plans.
            4. Add the Account Plans related list to the Account page layouts.
            5. Optionally, customize these standard objects for your business needs by using Object Manager.
              • Account Plan
              • Account Plan Objective
              • Account Plan Objective Measure
              • Account Plan Objective Measure Relation
            6. To link to the account’s buyer relationship map from an account plan, turn on Buyer Relationship Map. See Set Up Buyer Relationship Map.
            7. To help your sales teams track their progress toward your account plan’s measurable objectives, create calculation definitions.
              Calculation definitions are optional. Two prebuilt calculation definitions are available and active by default. Start using these calculation definitions, or create your own. See Sales Account Plan Objectives, Measures, and Calculation Definitions.
              1. In the Define Objective Measure Calculations section of the Sales Account Plans page, click New Calculation Definition.
              2. Specify a name and description that helps your sales team choose the appropriate calculation definition for the objectives they create. Users can see your description when they add an objective to a sales account plan and select the calculation definition.
              3. Specify an object, field, and calculation type: Count, Sum, Maximum, or Minimum.
              4. Optionally, specify filter conditions for identifying the specific records you want to track.
              5. Save and activate the calculation definition.
            8. To populate the Strategic Tracker on your account plan objectives with tasks and events for your sales team to complete, set up sales action plans. See Turn On Sales Action Plans.

            See Also

             
            Loading
            Salesforce Help | Article