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            Action Plan Lightning Components

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            Action Plan Lightning Components

            Put action plans in front of your users by including Lightning components in the user console.

            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.

            These Lightning components are available:

            Action Plans List
            Provides the list of action plans related to a record and how each action plan is progressing. The component includes a button to add an action plan. You can add this component to pages for account, campaign, case, contact, contract, lead, and opportunity records. You can also add this component to pages for records for custom objects that have activities enabled.
            Action Plans Highlights
            Shows the status, created date, and assigned user for an action plan template. The component includes buttons to add a task and publish and deactivate the template. You can add this component to the Action Plan Template page.
            Action Plans Template Tasks List
            Shows the list of tasks belonging to an action plan template. You can add this component to the Action Plan Template page.
             
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            Salesforce Help | Article