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.
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