Bulk goal editing and territory alignment sync
Key Takeaway
Add the Plan Edit Screen component to the Activity Plan record page so users can edit a plan's goals from one screen and sync the plan's associated accounts to the current territory alignment.
An activity plan sets goals for a territory. As plans and territories change, both the goals and the plan's account list need adjusting. In Agentforce Life Sciences for Customer Engagement, the Plan Edit Screen component handles both jobs. The territory alignment that the component syncs to comes from Territory Management batch jobs.
Activity plans and territories
An activity plan connects to a territory through an Activity Plan Territory record. The Activity Plan Territory record lets you define objectives for a specific territory and cascade performance goals down to the field level. Creating Activity Plan Territory records requires the "Life Sciences Commercial Admin" permission set.
Loading activity plan data from external sources is a separate task from editing goals in the app. Salesforce Data Import is the recommended way to import activity plan data in bulk. The fallback is creating Activity Plan Territory records by hand in the Life Sciences Commercial app.