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Account Business Plans

in Sales 2 comments

Summary: Questions on Account Business Plans

Content (please ensure you mask any confidential information):

We are trying to configure the Business Plans for Accounts in redwood. Before doing so, we wanted a few questions answered related to that:

  • How can we populate the Activities section on the Business Plan UI?
  • We are able to see Initiatives in the Classic UI - is there a way to create/populate them in Redwood UI as well?

Version (include the version you are using, if applicable): 25D

Code Snippet (add any code snippets that support your topic, if applicable):

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