Goal definition templates and cascading goal levels
Key Takeaway
"Import Template" accepts only active goal definitions whose goal type is Top Goal. A goal definition with any other goal type can't be imported, whatever its scope type or action plan template assignment.
In Key Account Management, an admin builds reusable templates, called goal definitions, for broad business objectives. Key account managers import these templates into account plans or territory plans to create the records they execute and track. Knowing which goal definitions can be imported, and where they land, is central to configuring and tracking Key Account Management plans.
Design-time and run-time records
Key Account Management separates design-time records from run-time records. The admin builds design-time templates, which are goal definitions linked to action plan templates and products. Key account managers tailor these templates to their accounts by importing them into an account plan or a territory plan. Importing creates run-time records that key account managers execute and track, such as account plan objectives, goal assignments, action plans, and assessment tasks.
Permissions follow the same split, using the "Life Sciences Commercial Admin" and "Life Sciences Key Account Management" permission sets.
| Record | Permission set |
|---|---|
| Goal definitions | Life Sciences Commercial Admin |
| Goal definition products | Life Sciences Commercial Admin |
| Action plan template assignments | Life Sciences Commercial Admin |
| Goal assignments | Life Sciences Key Account Management |
| Account plan objectives | Life Sciences Key Account Management |