Cloning a previous activity plan for a new cycle
Key Takeaway
When last cycle's activity plan already exists in Salesforce and its targets still apply, clone it. Cloning copies the plan's goals, goal measures, and goal measure products into new plans for the territories you choose.
An activity plan sets activity goals for sales representatives over a specific time period, so each new cycle needs a new plan. An admin doesn't have to rebuild that plan by hand at the start of every time period, because they can clone a previous plan instead. The clone carries the old plan's goals, goal measures, and goal measure products into new plans for the territories the admin chooses.
What an activity plan contains
A Time Period record sets the plan's start and end date. Each new cycle needs a new plan, because a plan covers one specific time period.
An activity plan holds three layers of records.
| Record | What it does | |
|---|---|---|
| Goals | Provider Activity Goal | Links the plan to individual healthcare accounts and sets each account's high-level performance goal |
| Goal measures | Provider Activity Goal Measure | Breaks an account goal into a target for each activity type |
| Goal measure products | Provider Activity Goal Measure Product | Ties specific products to the activities defined for each account |
A goal measure target is either a simple count or a weighted model. A weighted model values some interactions more than others.
In a weighted goal plan, goal measure products can give each product its own weight.