# Activity plans: goals, measures, review and jobs

*Agentforce Life Sciences Consultant Study Guide · Engagement Planning · Last updated November 13, 2026 · https://www.certifyforce.com/study-guide/agentforce-life-sciences-consultant/engagement-planning/activity-plans-goals-measures-review-and-jobs*

How to build an Agentforce Life Sciences activity plan for a territory: plan types, the time period, territory, goal and measure records, provider activity measure types, the three-stage review with its thresholds and Review tab, the batch jobs that activate plans and calculate progress, and in-cycle goal adjustments.

- Certification: Salesforce Agentforce Life Sciences Consultant
- Exam section: Engagement Planning
- Study guide: https://www.certifyforce.com/study-guide/agentforce-life-sciences-consultant

**Official exam objective:**

> Given a scenario, configure and define an Activity Plan for a specific territory, and set up review processes and progress tracking.

## What the exam expects

- Choose the plan type from how activities should count.
- Assemble the records a territory plan needs.
- Configure a provider activity measure type.
- Set up review thresholds, the Review tab, ratings and the role check.
- Pick the batch job or setting that tracks progress, and adjust goals mid-cycle.

Key terms:
- **Activity plan:** a set of activity goals for reps over a time period, used with Usage Type Provider Plan Cycle.
- **Provider Activity Goal:** an HCP account's overall target in one plan.
- **Provider Activity Goal Measure:** the target for one activity type for that account.
- **Provider activity measure type:** which records count as an activity, and when as scheduled or completed.
- **Activity Plan Review:** the Employee, Manager and Admin review stages before a plan goes live.

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Weight range | 0.01 to 9.99 per activity type or channel-product combination | [Create Activity Plans](https://help.salesforce.com/s/articleView?id=ind.lsc_activity_plans_set_plans.htm&type=5&language=en_US) |
| Weighted plans per territory | Only one | [Create Activity Plans](https://help.salesforce.com/s/articleView?id=ind.lsc_activity_plans_set_plans.htm&type=5&language=en_US) |
| Products per activity type | Maximum of ten at a time | [Product Goal Measures](https://help.salesforce.com/s/articleView?id=ind.lsc_activity_plans_set_provider_activity_goal_measure_products.htm&type=5&language=en_US) |
| Activity Type Field and Value | Optional since Spring '26; blank = aggregate tracking | [Updated Activity Measure Workflow](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_planning_track_activities_updated_activity_workflow.htm&release=260&type=5), [Measure Types](https://help.salesforce.com/s/articleView?id=ind.lsc_activity_plans_set_provider_activity_measure_type.htm&type=5&language=en_US) |
| Review tab plan types | Account Goal only | [Activity Plan Review](https://help.salesforce.com/s/articleView?id=ind.lsc_activity_plans_review.htm&type=5&language=en_US) |
| Rating field | Picklist on Account or Provider Account Territory Info | [Ratings, Lists, and Filters](https://help.salesforce.com/s/articleView?id=ind.lsc_activity_plans_set_ratings_lists_filters.htm&type=5&language=en_US) |
| Goal-measure job cadence | Hourly; active plans, or up to three inactive plans | [Batch Jobs](https://help.salesforce.com/s/articleView?id=ind.lsc_activity_plans_batch_jobs.htm&type=5&language=en_US) |
| Working Day Count | Rounded to nearest 0.5 day; shared plans excluded | [Batch Jobs](https://help.salesforce.com/s/articleView?id=ind.lsc_activity_plans_batch_jobs.htm&type=5&language=en_US) |
| Default Batch Size | 1,000 | [Resolve Issues](https://help.salesforce.com/s/articleView?id=ind.lsc_activity_plans_troubleshooting.htm&type=5&language=en_US) |

## Check yourself

- How many Weighted Territory Goals plans should one territory contain?
- When can a rep not raise an Activity Plan Adjustment Request?
- Why would you lower Batch Size in Activity Plan Configuration?
- How does the working-days job round an activity plan's Working Day Count?

## Sources

- [Create Activity Plans](https://help.salesforce.com/s/articleView?id=ind.lsc_activity_plans_set_plans.htm&type=5&language=en_US)
- [Activity Plans Setup](https://help.salesforce.com/s/articleView?id=ind.lsc_activity_plans_setup.htm&type=5&language=en_US)
- [Set Up Provider Activity Measure Types for Activity Plans](https://help.salesforce.com/s/articleView?id=ind.lsc_activity_plans_set_provider_activity_measure_type.htm&type=5&language=en_US)
- [Achieve More Personalization with the Updated Activity Measure Workflow](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_planning_track_activities_updated_activity_workflow.htm&release=260&type=5)
- [Define the Time Period for the Activity Plan](https://help.salesforce.com/s/articleView?id=ind.lsc_activity_plans_time_period.htm&type=5&language=en_US)
- [Associate Territories with Activity Plans](https://help.salesforce.com/s/articleView?id=ind.lsc_activity_plans_set_territories.htm&type=5&language=en_US)
- [Set Goals for Activity Plans](https://help.salesforce.com/s/articleView?id=ind.lsc_activity_plans_set_provider_activity_goals.htm&type=5&language=en_US)
- [Set Goal Measures for Activity Plans](https://help.salesforce.com/s/articleView?id=ind.lsc_activity_plans_set_provider_activity_goal_measures.htm&type=5&language=en_US)
- [Set Product Goal Measures for Activity Plans](https://help.salesforce.com/s/articleView?id=ind.lsc_activity_plans_set_provider_activity_goal_measure_products.htm&type=5&language=en_US)
- [Activity Plan Review](https://help.salesforce.com/s/articleView?id=ind.lsc_activity_plans_review.htm&type=5&language=en_US)
- [Add a Tab for Activity Plan Reviews](https://help.salesforce.com/s/articleView?id=ind.lsc_activity_plans_create_tab.htm&type=5&language=en_US)
- [Set Up Ratings, Lists, and Filters for Activity Plans](https://help.salesforce.com/s/articleView?id=ind.lsc_activity_plans_set_ratings_lists_filters.htm&type=5&language=en_US)
- [Approve and Activate Provider Activity Goals](https://help.salesforce.com/s/articleView?id=ind.lsc_activity_plans_approve_goals.htm&type=5&language=en_US)
- [Batch Jobs for Activity Plans](https://help.salesforce.com/s/articleView?id=ind.lsc_activity_plans_batch_jobs.htm&type=5&language=en_US)
- [Set Up Batch Size and Calculations for Activity Plans](https://help.salesforce.com/s/articleView?id=ind.lsc_activity_plans_set_batch_size.htm&type=5&language=en_US)
- [Configure Working Days Calculation for Activity Plans](https://help.salesforce.com/s/articleView?id=ind.lsc_time_off_territory_configure_working_days_calculation_for_activity_plans.htm&type=5&language=en_US)
- [Track Status of Activity Plans by Using List Views and Charts](https://help.salesforce.com/s/articleView?id=ind.lsc_activity_plans_track_status.htm&type=5&language=en_US)
- [Resolve Issues with Activity Plans](https://help.salesforce.com/s/articleView?id=ind.lsc_activity_plans_troubleshooting.htm&type=5&language=en_US)
- [Adjust the Goals for Your Activity Plans](https://help.salesforce.com/s/articleView?id=ind.lsc_activity_plans_adjust_goals.htm&type=5&language=en_US)
- [Make Quick, Ad Hoc Adjustments to Your Activity Plans](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_planning_make_ad_hoc_adjustments_activity_plans.htm&release=260&type=5&language=en_US)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 18 linked practice questions, and unlimited timed mock exams are included with the Agentforce Life Sciences Consultant pack (USD $19): https://www.certifyforce.com/practice-exams