---
schema_version: "1"
id: 157e8b4664ba9bec5a06edd1e74a6587ee86b5c495bb64d8c7e6aa9c385553e5
title: Strategic Tracker with Sales Action Plans
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/account_plans_strategic_tracker.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.account_plans_strategic_tracker.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9a6a13b020b7272cafc7aab900492a6bb6538a8447d37e09fcf36a4d5dda8a55
description: 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.
products:
  - Sales Cloud
release: "264"
---
# 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.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> editions with Sales and in <strong>Agentforce 1 Sales Edition</strong></td></tr></tbody></table>

## Sales Action Plans and Sales Action Plan Templates

Sales action plans extend Industries action plans and use the same standard objects, but they add a unique item type: Event. To get started with sales action plans, your Salesforce admin first assigns permissions and sets up sales action plan templates.

![A sales account plan objective details page, showing an expanded Strategic Tracker section with tasks and events](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/sales_core/images/accounts/account_plans_strategic_tracker.png)

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/images/icon_important.png)

Important Sales action plan templates are required to create individual sales action plans.

To add sales action plans for the Strategic Tracker on your account plan objectives, your sales action plan templates require these values.

- **Action Plan Type** is Sales.
- **Target Object** is Account Plan Objective.

Two default sales action plan templates with these values are available. Use these default templates, or clone and modify them for your needs.

For more information about setting up sales action plans, see [Turn On Sales Action Plans](https://help.salesforce.com/s/articleView?id=sales.sales_action_plans_setup.htm&release=264.0.0&type=5 "To get started with sales action plans, go to Setup and assign permissions, and then create sales action plan templates. Optionally, customize the action plan objects."). For more information about how Industries action plans work, see [Work with Action Plans and Templates](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_considerations_for_using.htm&language=en_US).

## Limits

Keep these limits in mind when adding sales action plans to an account plan objective’s Strategic Tracker.

- Each objective has one Strategic Tracker section.
- Each Strategic Tracker section can have multiple sales action plans.
- Each sales action plan can contain up to 100 tasks and 100 events.
- Strategic Tracker tasks that are updated by a flow require a page refresh.

## Examples

To help you get started with Strategic Trackers and sales action plans for your account plan objectives, review these examples.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d60311e165">Objective</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d60311e168">Strategic Trackers</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d60311e171">Sales Action Plan Items</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Objective" class="slds-cell-wrap" rowspan="2" style="vertical-align:top;" headers="d60311e165 ">Increase EMEA sales by 20%.</td>

            <td data-label="Strategic Trackers" class="slds-cell-wrap" style="vertical-align:top;" headers="d60311e168 ">Improve sales effectiveness</td>

            <td data-label="Sales Action Plan Items" class="slds-cell-wrap" style="vertical-align:top;" headers="d60311e171 ">
              <ul>
                <li>Task: Identify more solutions to resell</li>

                <li>Event: Arrange sales training</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Strategic Trackers" class="slds-cell-wrap" style="vertical-align:top;" headers="d60311e168 ">Hire 40 new sales team members</td>

            <td data-label="Sales Action Plan Items" class="slds-cell-wrap" style="vertical-align:top;" headers="d60311e171 ">
              <ul>
                <li>Task: Draft a job post and get approval</li>

                <li>Task: Publish the job post</li>

                <li>Task: Interview candidates</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Objective" class="slds-cell-wrap" style="vertical-align:top;" headers="d60311e165 ">Grow customer loyalty with exceptional service and support.</td>

            <td data-label="Strategic Trackers" class="slds-cell-wrap" style="vertical-align:top;" headers="d60311e168 ">Accelerate customer support and engagement activities</td>

            <td data-label="Sales Action Plan Items" class="slds-cell-wrap" style="vertical-align:top;" headers="d60311e171 ">
              <ul>
                <li>Task: Identify opportunities for upselling and cross-selling</li>

                <li>Task: Arrange kickoff calls</li>

                <li>Event: Conduct quarterly business reviews</li>

                <li>Task: Provide ongoing support and monitoring</li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

#### See Also

- [Work with Action Plans and Templates](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_considerations_for_using.htm&language=en_US)