When creating Plan tactics, can we have a default value for account plan?

According to online help for plan tactics, we use 'new' button, which is pointing to the Plan_Tactic_Edit_vod visual force page. 

But if we use this visual force page, in one account plan, when we creating a new plan tactics, we will not have default value in 'account plan' field.

So user has to select account plan manually.


Suggestion: When creating Plan tactics, system can fill the account plan by default.

1 comment

  • Avatar
    Arpad Laczkovszki Official comment

    Hi Leo,

    Thank you for your suggestion, we are looking to improve the creation flow of Account Plan related data and will definitely consider this idea when designing the features to support these improvements. Please keep following this thread for updates.



Please sign in to leave a comment.