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            Create Action Plans for Financial Deal Objects

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Create Action Plans for Financial Deal Objects

            Use action plans to capture repeatable tasks in templates and then automate the task sequences. With action plans, you can also enhance collaboration and productivity by automatically assigning task owners and deadlines for specific financial deal engagements.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled

            See Also

             
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