---
schema_version: "1"
id: 950d53437fcc40210c381a788e6b7f2029b825b02e5975ef9c3ce18e04bce015
title: Engagement Planning
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/262-0-0/rn_lsc_customer_engagaement_planning.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagaement_planning.htm&release=262.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ba553e37641c9dcd62c0df9c896482a420e9e4982f6794970b8f82ac5b054217
description: Drive field agility and strategic planning by simplifying downtime entry workflows and unifying fragmented data for more cohesive engagement orchestration.
products:
  - Cross Cloud
release: "262"
---
# Engagement Planning

Drive field agility and strategic planning by simplifying downtime entry workflows and unifying fragmented data for more cohesive engagement orchestration.

- **[Turn Account Data into Visit-Ready Briefings](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_field_insights.htm&release=262.0.0&type=5)**  
    Help your users prepare for scheduled healthcare professional (HCP) and healthcare organization (HCO) visits by providing them with intelligent, personalized account insights. Configure Account Summarization to aggregate key account data with scheduled visits so that Briefings can create curated, contextual audio segments including visit history, prescribing trends, and key talking points. Users can access these briefings as podcasts through the Life Sciences Cloud Mobile app’s built-in audio player.
- **[Manage Key Accounts Better with Data Model Objects and Lookup Filters](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_planning_key_account_management_enhancements.htm&release=262.0.0&type=5)**  
    Consolidate disparate data into a single source of truth for strategic planning with the new Key Account Management data model objects. Quickly find action plan templates to assign to a goal definition by using a lookup filter that restricts the available action plan template versions to those that meet your specificed filter criteria.
- **[Optimize Time Selection for Time-Off Territory](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_planning_optimize_time_off_territory.htm&release=262.0.0&type=5)**  
    Simplify downtime logging for field reps with a more streamlined workflow and predefined scheduling options. Flexible time-off entry modes, such as time slots and manual date and time entry, help field reps log time faster.