An action plan defines the tasks and other items needed to complete a business process,
such as handling a patient intake or scheduling a visit. You can create action plans for various
objects, including account, campaign, case, contact, contract, lead, and opportunity records, and
custom objects.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Health
Cloud
Before you create an action plan template, understand the
business flows that the action plan will represent. You can build your
own flows using the Flow Builder, or you can use existing flows.
Create an action plan template.
From the App Launcher, find and select Action Plan
Templates.
Click New.
Enter a name and select the template owner.
Make sure that Let users add items to action plans isn’t
selected.
In the Action Plan Type field, select the process you are supporting with this action
plan.
In the Target Object field, select the object that will be updated when the user launches
this action plan.
Save your work.
Add task flows in the action plan template and publish it.
In the Items tab of your action plan template, click Add
Flow.
Warning Only add task flows to your template. Intelligent Sales doesn’t support
assessment task definitions.
In the Task Flow picklist, select a flow to add to your template.
If you want this task to be mandatory, select Required.
Save your changes.
Add more task flows as needed.
After you add all task flows for your template, click Publish
Template.
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