Loading
Feature degradation | Gmail Email delivery failureRead More
Service
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Create a Work Plan

            You are here:

            1. Salesforce Help
            2. Docs
            3. Agentforce Service

            Create a Work Plan

            After you identify an incident’s problem and create a change request, create a work plan to outline the required steps to resolution.

            Required Editions

            1. Create a work plan from a work plan template with prescribed steps.
              1. From a change request, click the dropdown, and select Add Work Plans.
                Add Work Plans button
              2. Select a work plan template and click Add.
            2. Create a work plan without a template.
              1. From a change request, select the dropdown next to the Work Plans component, and click New.
                Work Plan component
              2. Enter the information and save your changes. By default, the parent record is set to the current change request.
                New Work Plan window
            3. To add work steps to the work plan from an existing set of work steps, click the dropdown next to the work plan, and select Add Work Steps.
              Add Work Steps button
              1. Select the work steps you want to add to the plan and click Add.
            4. To add new work steps to the work plan, go to the change request’s Related tab, find Work Steps, and click New.
              1. Enter the information and save your changes.

            After you add work plans to the change request, you can see the outlined work steps from the record and mark the steps as complete as you go.

            Work Plans component highlighted
             
            Loading
            Salesforce Help | Article