Loading
Action Plans
Indhold
Filtre (0)Tilføj
Vælg filtre

          Ingen resultater
          Ingen resultater
          Her er nogle søgetips

          Kontroller stavemåden for dine søgeord.
          Brug mere generelle søgeudtryk.
          Vælg færre filtre for at gøre søgningen bredere.

            Søg efter alle i Hjælp til Salesforce
            Søg efter alle i Hjælp til Salesforce
            Assign Permission Set Licenses and Permission Sets for Action Plans

            You are here:

            1. Salesforce Help
            2. Docs
            3. Action Plans

            Assign Permission Set Licenses and Permission Sets for Action Plans

            Give your users access to action plans.

            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.

            To assign the Action Plans permission set to a user, grant them an appropriate Salesforce license first. For more information about the license, contact your Salesforce account executive.

            To use document checklist items, set up Document Tracking and Approvals.

            1. From Setup, in the Quick Find box, enter Users, and then select Users.
            2. Click a user’s name.
            3. Under Permission Set Assignments, click Edit Assignments and add the Action Plans permission set.
            4. Save your changes.

            See Also

             
            Indlæser
            Salesforce Help | Article