Managing SWOT Records
KAMs can manage SWOT (Strengths, Weaknesses, Opportunities, and Threats) analysis records for account plans from the SWOT section on the account plan layout.
Who can use this feature?
- KAM Users — Browser
- Using SWOT Records
- Users do not require an additional license
Configuring the SWOT Section for
KAM Users
To configure the SWOT section on the Account Plan layout for Browser:
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Select the Objects tab.
- Grant at least Read access to the swot__v object.
-
Grant at least Read access to the following fields on the swot__v object:
- account_plan__v
- description__v
- opportunities__v
- product__v
- strengths__v
- threats__v
- weaknesses__v
- Grant View access to the swot_section__v section control.
- Navigate to Admin > Configuration > Objects > account_plan__v.
- Add the swot_section__v section control to the appropriate account_plan__v layouts.
Using SWOT Records as
KAM Users
To access the SWOT section, select an account plan and select the SWOT section in the left navigation pane.
Users can select the Edit button to edit the information in the SWOT section.
To add new bullet points, users can enter a line break. Each line break is treated as a new bullet point.
Users can select the Add SWOT button in Edit mode to add a new SWOT record.
