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.
Where: This feature is available in:
- Lightning Experience in Enterprise and Unlimited editions with the Life Sciences Cloud license and the Life Sciences Cloud for Customer Engagement add-on license, and where the Life Sciences Cloud for Customer Engagement managed package is installed.
- Life Sciences Cloud mobile app for iOS (iPad only).