#SalesforceWinter25 – Optimize Your Strategic Planning with Account Plans

#1MinuteTip #SalesforceWinter25 Now you can strategically nurture relationships and expand key accounts with Account Plans. This feature enables you to research and analyze accounts, set objectives with actionable metrics, and track growth and progress – all from a single repository within Salesforce.

Product Area: Sales Cloud

Account Plan

View opportunity details in the dashboard (1); create a SWOT (Strengths, Weaknesses, Opportunities, and Threats) Analysis (2); capture the customer needs and market dynamics (3); and focus on clear, measurable objectives with metrics (4). To visualize key stakeholders, view the relationship map (5).

References & Useful URLs

  • For Related Winter ’25 Release Note Article – Click Here

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