Offline Key Account Management in the Agentforce Life Sciences mobile app
Key Takeaway
To use KAM plans offline in the Life Sciences Cloud mobile app, an admin creates object metadata cache configurations of type Data for the objects that make up the plan type, then caches those objects. Offline users can view and edit the core plan records, but they can't create them.
Key Account Management (KAM) in Life Sciences Cloud lets account managers and medical science liaisons run account plans and territory plans. Inside those plans, they work with goals, objectives, action plans, and tasks. KAM can work offline in the Life Sciences Cloud mobile app after an admin sets it up. Even then, offline users can't create the core plan records.
Account plans and territory plans
KAM has two plan types. Account plans build long-term, high-value partnerships with specific accounts. Territory plans carry out strategic initiatives focused on specific territories.
For both plan types, users configure records, manage goals, and execute tasks on the web and on an iPad.