Action plan templates and template assignment for KAM
Key Takeaway
To make an action plan template usable for a specific goal, create an Action Plan Template Assignment record. Set its Associated Object to the Goal Definition record and select a template version.
An action plan template is a reusable strategy for Key Account Management (KAM). An admin builds it once as a set of steps, and key account managers add it to their account plans or territory plans. To tie a template to a goal, the admin links one version of the template to a goal definition with an Action Plan Template Assignment record.
What an action plan template is
An action plan template is a strategy made up of action plan template items. A template packages a commonly used strategy, so managers don't have to start from scratch. They customize and tailor it to their own goals.
A template is a design-time blueprint. When a key account manager adds a template to a plan, Salesforce creates run-time action plan and assessment task records from the template and its items.
Action plan templates are available for both account plans and territory plans.