Loading
Action Plans
목차
필터 (0)추가
필터 선택

          결과 없음
          결과 없음
          몇 가지 검색 팁

          키워드의 맞춤법을 확인하십시오.
          더 일반적인 검색 용어를 사용하십시오.
          필터 수를 줄여 검색 범위를 확장하십시오.

            전체 Salesforce 도움말 검색
            전체 Salesforce 도움말 검색
            Add Tasks to Action Plan Templates

            You are here:

            1. Salesforce Help
            2. Docs
            3. Action Plans

            Add Tasks to Action Plan Templates

            Add tasks that are commonly done together in a single action plan template.

            Required Editions

            Available in: Lightning Experience
            Available in: Automotive Cloud, Consumer Goods Cloud, Education Cloud, Financial Services Cloud, Government Cloud with Lightning Scheduler, Health Cloud, Manufacturing Cloud, Nonprofit Cloud, and Public Sector Solutions. View edition availability.
            User Permissions Needed
            To configure Action Plans:

            Action Plans permission set

            OR

            Modify All Data

            1. From the App Launcher, find and open Action Plan Templates.
            2. Select the required template and click New Task.
            3. Enter the task details for Subject, Priority, and Days.
            4. Select Required if you want to make the task mandatory to perform.
            5. Assign the task to a specific user and role.
            6. Select a time when you want to send a reminder to the task assignee on the due date.
            7. Save your changes.
             
            로드 중
            Salesforce Help | Article