Support sales account plans across account hierarchies by associating records from different accounts to an Account Plan Objective. Previously, you were limited to associating records linked directly to the account plan's primary account. Now, to build more comprehensive account plans, search for and add relevant records from any account. We delivered this feature due to your idea on IdeaExchange.
Where: This change applies to Enterprise, Performance, Unlimited, and Einstein 1 Sales Edition Editions with Sales Cloud.