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new featureSales Fundamentals
Get a Complete Sales Account Plans Setup Experience in Salesforce Go
Setting up Sales Account Plans in Salesforce Go is now a full guided configuration in one place instead of linking to the legacy Setup page, and you can grant the required object and field access with a single Manage Account Plans permission set. From the gear menu, open Salesforce Go and select Account Plans.
identifiers
Sales Account PlansSalesforce GoManage Account Plans
flags
off by defaultno action required
- how
- Gear menu > Salesforce Go > Account Plans; turn on Account Plans and assign the Manage Account Plans permission set.
- who
- when
- where
- Enterprise, Performance, and Unlimited editions with Sales, and Agentforce 1 Sales Edition.