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            Design Action Plans in Automotive Cloud

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            Design Action Plans in Automotive Cloud

            Capture tasks for business processes with action plans. Automate the sequences of repeatable tasks in action plan templates. Enhance collaboration and productivity by automatically assigning owners and deadlines to tasks. Perform specific client engagement through regular check-ups, business milestones, and sales promotion tasks.

            Required Editions

            Available in: Enterprise, Unlimited, and Developer Editions

            Define the business context of an action plan template through a target object and store necessary context details in a target record. Assign a user, a queue, or an action plan creator to each task. When you create an action plan from a template, the task's priority, duration, assignment, and other details are carried over from the template to the action plan.

            Here are some examples of using Action Plans for some target objects.

            Target Object purpose Tasks
            Business Milestone An action plan for tasks to be performed by service agents when the milestone is of type Bankruptcy
            • Send emails to inform the stakeholders
            • Freeze non-essential expenditures
            • Develop reorganization plans
            Fleet An action plan for the tasks to be performed by a fleet manager
            • Schedule regular servicing for vehicles in the fleet
            • Track monthly fuel consumption
            • Monitor the number of accidents
            Opportunity An action plan for tasks to be performed by a sales agent
            • Schedule regular follow-up calls
            • Offer test drives
            • Share targeted ads with leads
            Person Life Event An action plan for tasks to be performed by service agents when the event is of type Relocation
            • Update the address
            • Verify related documents
            • Update vehicle registration
            Vehicle An action plan for tasks to be performed before the delivery of a vehicle
            • Update ownership and related details
            • Check the last odometer reading
            • Inspect the condition of parts

            For detailed setup and configuration steps, see Action Plans.

             
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