Review deadlines and change thresholds for plan reviews
Key Takeaway
In an Activity Plan's "Review Details" section, two due dates set the review deadlines and three threshold percentages cap changes. "Total Account Change Review Threshold Percentage" caps how much reps and managers can change the number of accounts in the plan. The other two thresholds cap goal changes.
Before an Activity Plan goes live in Agentforce Life Sciences, sales reps and managers can review it in the field. The admin controls that review in the Review Details section of the Activity Plan record. Due dates set when reps and managers must finish their review. Threshold percentages cap how much each reviewer can change goals and accounts, so the field can fix unrealistic goals without rewriting the plan.
The review stages
The review runs in stages. The plan's status changes each time someone submits.
- The admin creates the plan with status "In Progress" so reps can review it.
- The sales rep enters proposed goals under "Employee" and submits. The status moves to "Manager Review".
- The manager accepts or modifies those goals under "Manager" and submits. The status moves to "Submitted".
- The activity plan administrator gives final approval.
Salesforce recommends using the review period to catch unrealistic goals, missing accounts, or territory assignment issues before the plan goes live.
The Field Review phase is optional. If a company does not want reps and managers to review the plan, the admin can manually set the status of the plan cycles to "Approved".