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.
From Setup, open Object Manager.
Click the supported object you want and select Page Layouts.
For each page layout you want to add the Action Plans list to:
In the palette, select Related Lists.
Drag Action Plans to the Related Lists section of the page
layout.
Save your changes.
Hjalp denne artikkelen med å løse problemet ditt?
La oss få vite det slik at vi kan forbedre!
Laster
Salesforce Help | Article
Cookie Consent Manager
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
