Deleting an Account Plan

A user with suitable Salesforce access rights can delete an account plan.

  1. Open the account plan.
  2. Click the Plan Settings button.
  3. Open the Delete Plan tab. You only see this tab if you have Delete access to the plan.
  4. Click Delete Account Plan on this page.
  5. Click Yes, Delete Account Plan to confirm that you want to go ahead with the deletion.

The account plan is deleted.