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            Sales | Create Close Plan

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            Sales | Create Close Plan

            Generates a sales plan to help sales reps close an opportunity by its target date.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action.
            User Permissions Needed
            To use Create Close Plan: Close Plan
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name CreateClosePlan
            Reference Action Type Standard Action
            Reference Action

            Create Close Plan

            (createClosePlan)
            Does this action execute one or more prompt templates? Yes

            Considerations

            The Create Close Plan action requires the activation of both Einstein Activity Capture (EAC) and Activity 360.

             
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