Working with Multiple SWOT and Goal Records
Users working with account plans can create and view multiple SWOT (Strengths, Weaknesses, Opportunities, and Threats) analysis and goal records for account plans. This allows multiple teams to easily contribute to a single account plan for an account and also provides flexibility for each team to have their own SWOT analysis and goals records. These records can also be used to differentiate SWOTs and goals by product, compound, or therapeutic area, based on the products associated with the account.
Who can use this feature?
- Browser, iPad Users
- Users do not require an additional license
- KAM Users
Configuring Multiple Goal and SWOT Records for
KAM Users
To configure this feature:
- Ensure Configuring Accounts is complete.
- Grant the following permissions to the swot__v and goal__v objects:
- For users who create records, grant Create and Edit permissions
- For users who view records, grant Read permission
- Grant the following permissions to all the fields on the swot__v and goal__v objects:
- For users who create records, grant edit permission
- For users who view records, grant read permission
- Expose the swot__v and goal__v related lists on the account_plan__v layouts. This allows end users to view and access the records on the Account Plan page.
- Enable VMOCs for mobile device access. The necessary VMOCs depend on which object is needed.
Optional Configuration
Remove the following fields on the account_plan__v object from the Account Plan header layout.
- Opportunities
- Strengths
- Threats
- Weaknesses
Using SWOT and Goal Records as
KAM Users
KAMs can create and view SWOT and Goal records on the Account Plan page.
