Get a Complete Sales Account Plans Setup Experience in Salesforce Go

Setting up Account Plans in Salesforce Go now includes a full, guided configuration experience instead of linking out to the legacy Setup page. Turn on Account Plans and access every required and advanced setup step from a single location. You can also give users the required object and field access through one permission set instead of configuring access object by object.

Where: This change applies to Lightning Experience in Enterprise, Performance, and Unlimited editions with Sales, and in Agentforce 1 Sales Edition.

How: From the gear icon, select Salesforce Go, and search for and select Account Plans. Turn on Account Plans, assign the Manage Account Plans permission set to users, and complete the optional advanced steps to further customize sales account plans based on your business needs.