Associating activity plans with territories
Key Takeaway
Link an activity plan to a territory by creating an Activity Plan Territory record. If reps need to request goal changes during the current cycle, use the Account Goal plan type, because Activity Plan Adjustment Requests aren't available in the current cycle for Weighted Territory Goals or Account Goal Shared plans.
An activity plan sets activity goals for sales representatives (reps) over a specific time period. The goals reach the field when you link the plan to the territories where reps perform the activities. You make each link by creating an Activity Plan Territory record. With the link in place, you can define objectives for a specific territory and cascade performance goals down to the field level. The plan type you choose shapes how territories relate to the plan.
Activity Plan Territory records
The Activity Plan Territory record is what links an activity plan to a territory. When a scenario asks how to connect a plan to the territories where reps work, the answer is to create Activity Plan Territory records.
Each record needs only two choices: a territory and the activity plan to use. You create the records in the Life Sciences Commercial app, under Activity Plan Territories.
Creating Activity Plan Territory records requires the "Life Sciences Commercial Admin" permission set. You need the same permission set to create the activity plans themselves.
Priya is an admin with the Life Sciences Commercial Admin permission set. Her team has a third-quarter activity plan, and she wants reps in the Denver territory to work toward its goals. In the Life Sciences Commercial app, she goes to Activity Plan Territories and creates a record. She picks the Denver territory and the third-quarter plan, so the plan is now linked to that territory.