Creating Business Challenges

To add a business challenge to an existing success plan:

1. Click New in either:
• The Business Challenges related list in the Related tab of a success plan record page
• The Business Challenges tab
2. [Optional] Select a category for the business challenge.

3. Enter a title for the business challenge.

4. [Optional] Select an opportunity for the business challenge, or click New Opportunity to create an opportunity for the record. You can view opportunities related to the searched keyword. Enter at least two characters in the Opportunity field and click Show All Results for “ ” to open the Opportunity window. Then, select the opportunity that you want from the grid to add it to the Opportunity field. For more information, see Using Advanced Lookup.
5. [Optional] Select a success plan for the business challenge. This field is automatically populated if you are creating a business challenge from a success plan record page.

6. Enter notes for the business challenge.

7. Click Save to save the business challenge or Save & New to save the business challenge and create a new one.

If a success plan is associated with an account, you can create a business challenge and associate it with the success plan in the Success Tracker tab of the account's record page. If you cannot view this tab, contact your administrator. If a success plan is not associated with an account, you must create business challenges from either the success plan's record page or the Business Challenges tab.

To create a business challenge for an existing success plan:

1. In the App Launcher, navigate to the Accounts tab.
2. Click the account of the success plan that you want to create the business challenge for. The account's record page displays.
3. Click the Success Tracker tab.
4. In the Success Tracker grid, select the checkbox next to the success plan that you want to create the business challenge for.
5. Click in the toolbar. The Edit Success Plan window displays.
6. Click in the Business Challenges section.

7. Enter a title for the business challenge.

8. [Optional] Select a category for the business challenge.

9. Enter notes for the business challenge.

10. Click Save.