To use action plans on supported records, add the Action Plans List Lightning component
to Lightning record pages and any pages that you’ve customized or created.
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.
Action Plans support Account, Campaign, Case, Contact, Contract, Financial
Account, Lead, or Opportunity objects. You can also create action plan templates for custom
objects with activities enabled.
Modify Lightning record pages based on any object that Action Plans supports. For
example, in these pages in Financial Services Cloud:
Client Record Page
Banking Business Account Page
Banking Business Contact Page
Banking Household Page - One Column
Banking Household Page - Two Column
Banking Individual Page - One Column
Banking Individual Page - Two Column
Clone the Lightning pages you want to modify, and find any clones of those pages.
For each page:
Add a custom tab for the Action Plans List and name it Action Plans.
In the component palette, select Action Plan List and drag it to
where you want it on the page.
Save the page.
Replace the default pages with your cloned and updated pages.
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