Sales Cloud24 tasks
Configure Account Plans
Get account plans working for a set of accounts: plans with objectives and measures, a record page that shows them, relationship maps, and the reports around them.
Method
How MeshMesh does it
- Sets up permissions and app navigation so users can reach Account Plans.
- Creates the supporting records: accounts, contacts and opportunities, often fictional ones for a demo org.
- Creates account plans with objectives and measures on standard objects.
- Builds a custom Account Plan record page with tabs and a sidebar for objectives.
- Adds reports, a dashboard and a Home page so the plans can be tracked.
- Loads sample data, writes a PDF guide and works through related list and relationship map issues on Account Plan pages.
- When a batch script fails on some records, re-creates them one at a time from the CLI.
- Adds asset records to the same accounts as the plans, with products, purchase history, serial numbers and pricing.
Related Sales Cloud capabilities: Configure Sales Engagement Cadences, Configure Einstein Activity Capture, Configure Einstein Sales Scoring.
Products
Products and features it works with
Bars show how many of this capability's tasks touched each product.