Key Account Management access and trigger handler prerequisites
Key Takeaway
Permission sets alone don't make KAM plans behave as intended. You also activate the account plan and territory plan trigger handlers in the "Life Sciences Customer Engagement Admin Console". For example, account plan completion percentages update as action plans are completed only after handlers such as SetAccPlanPercentCompleteHandler are active.
Key Account Management (KAM) lets key account managers build and track account plans and territory business plans in Life Sciences Cloud for Customer Engagement. Before KAM works, a consultant must complete its prerequisites. The three core prerequisites are assigning the correct permission sets, activating specific trigger handlers so plans behave as intended, and creating object metadata cache configurations so field users can reach KAM offline in the mobile app. A fourth step links plans to visits.
Where KAM is available
KAM is available in Lightning Experience, in Enterprise and Unlimited Editions with these three things:
- Life Sciences Cloud
- The Life Sciences Cloud for Customer Engagement Add-on license
- The Life Sciences Customer Engagement managed package