Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/AccountPlanning/UsingAcctPlans/GoalsandSWOTs.htm

## 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?**

* KAM Users — Browser, iPad
* [Using SWOT and Goal Records](#Using)
* Users do not require an additional license

### Configuring Multiple Goal and SWOT Records for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)KAM Users](#)

To configure this feature:

1. Ensure [Configuring Accounts](../../Accounts/AcctConfig.htm) is complete.
2. 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
3. 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
4. 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.
5. 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

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)KAM Users](#)

KAMs can create and view SWOT and Goal records on the Account Plan page.

### Related Topics

[Account Plans Overview](../ManageAcctPlans/Account_Plans.htm)

[Account Plan Progress](../ManageAcctPlans/AcctPlanProgress.htm)