Give your sales teams a dedicated workspace to nurture and grow key accounts. With sales account plans, sales teams can capture customer needs, analyze strengths and weaknesses, and define and track objectives with measurable metrics, all in one place.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited editions with Sales and in Agentforce 1 Sales Edition |
Note Looking for Trade Promotion Management account plans? See Review Your
Sales Targets with TPM Account Plans.
- Set Up Sales Account Plans
To get started with long-term account growth strategies, turn on sales account plans, assign a permission set, update page layouts, and set up related features. - Select Who Can Use Sales Account Plans
By default, only Salesforce admins can access the sales account plan objects. To get your sales teams started with account planning, assign the Manage Account Plans permission set to them and optimize your sharing settings. - Focus Your Strategic Efforts with Sales Account Plans
In a sales account plan, you can research and analyze accounts, set objectives with actionable metrics, and keep tabs on growth and development. - Sales Account Plan Objectives, Measures, and Calculation Definitions
Add specific, actionable, and measurable goals to your team’s long-term growth strategy with sales account plans. When adding an objective to a sales account plan, you can specify how to measure the objective, select a calculation definition, and select related records. The objective measure, calculation definition, and related records selections determine how the objective tracks activity and how the objective’s current value updates. - Strategic Tracker with Sales Action Plans
Give your sales team members specific steps to complete as they work toward completing account plan objectives. Each objective’s Strategic Tracker uses sales action plans to organize the tasks and events that you want team members to complete.