---
schema_version: "1"
id: 07f9c7d9e8b0f1cf5afa5bd0862b33b11b4a4b4e32a4bb2cad12443ae64f75f3
title: Automate Objective Management and Link Records for Joint Business Plans
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/264-0-0/rn_partner_cloud_automate_joint_business_plan_objectives.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_partner_cloud_automate_joint_business_plan_objectives.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7a6274ae42ed3d3a902279f168bb278d6ff87a1dfb72a0d0cd2ca9b7f9e06d51
description: Keep joint business plan objectives current by automatically linking and unlinking qualifying records. Background jobs update eligible records every 24 hours or on demand, reducing manual record management. Use standard objects such as Account, Opportunity Line Item, Order, and Order Item to define business objectives.
products:
  - Cross Cloud
release: "264"
---
# Automate Objective Management and Link Records for Joint Business Plans

Keep joint business plan objectives current by automatically linking and unlinking qualifying records. Background jobs update eligible records every 24 hours or on demand, reducing manual record management. Use standard objects such as Account, Opportunity Line Item, Order, and Order Item to define business objectives.

**Where:** This change applies to Lightning Experience in Enterprise, Performance, and Unlimited editions with Sales.

**How:** From the App Launcher, go to Account Plans and open a joint business plan. Create an objective and select a calculation definition. Automatic Qualifying Record Management is enabled automatically. After you save the objective, you can edit it to manually link or unlink records.