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            Add Action Plans to the Related List

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            Add Action Plans to the Related List

            To create action plans, the Action Plans list must be available on the supported object page layouts.

            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.

            You can create action plans templates for Account, Campaign, Case, Contact, Financial Account, Contract, Lead, or Opportunity objects. You can also create action plans templates for custom objects with activities enabled.

            1. From Setup, open Object Manager.
            2. Click the supported object you want and select Page Layouts.
            3. For each page layout you want to add the Action Plans list to:
              1. In the palette, select Related Lists.
              2. Drag Action Plans to the Related Lists section of the page layout.
            4. Save your changes.
             
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            Salesforce Help | Article