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Org readiness prerequisites for activity plans

Key Takeaway

Before you build Activity Plans, get four things ready: users, data, territory assignments, and automation. Put each sales manager in the parent territory of their sales representatives' territory, not in both territories.

Activity Plans in Life Sciences Cloud rely on setup that must be in place before you build a plan. Think of it as a readiness checklist. After the org meets the edition and license requirements, the checklist has four parts: users, data, territory assignments, and automation. A mistake in territory assignments can surface much later, when a sales manager is blocked from reviewing a plan.

What the org needs first

Activity Plans run in Lightning Experience on Enterprise and Unlimited Editions. They run only when the org has all three of these:

  • Life Sciences Cloud
  • The Life Sciences Cloud for Customer Engagement Add-on license
  • The Life Sciences Customer Engagement managed package
Agentforce Life Sciences Consultant Study Guide

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Given a scenario, configure and define an Activity Plan for a specific territory, and set up review processes and progress tracking

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Choosing an activity plan type

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Mid-cycle Activity Plan Adjustments

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