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Business Planning > Plan Accounts
Plan Accounts
Use the Plan Account pages to create, update, and track plan accounts that are associated with business plans. A plan account maps accounts and business plans, in other words, you use plan accounts to associate accounts with business plans. A plan account allows an account to have multiple business plans (for example, one for a general sales force and one for a specialty sales force). However, a business plan covers multiple accounts (for example, all accounts in a territory).
It is possible that some users might not interact directly with the plan account record type. Instead, they associate accounts with business plans from the Business Plan Detail Page or from the Account Detail Page. Some users might prefer to work directly with the plan account record type.
NOTE: Your company administrator determines which tabs are available to you. If your job responsibility does not include tracking plan account information, the Plan Account tab might be excluded from your setup.
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