Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

Activity Plans

Activity plans allow administrators to define goals for specific employees, including targeted accounts, plan cycle duration, types of activities, links to products, and weight of activity type. Employees and managers can review and edit these goals before final approval by the administrator. After plans are approved, employees execute activities against their goals, with the option to request changes during an active plan. Charts provide a visual representation of the employee's progress toward goals.

The data model diagram for Advanced Therapy Management with Health Cloud objects and Salesforce Scheduler objects.

For more details and a larger image, visit the Data Model Gallery.

To learn more about the standard objects used in this data model, refer Standard Objects.