Loading
Action Plans
Inhoudsopgave
Filters (0)Toevoegen
Filters selecteren

          Geen resultaten
          Geen resultaten
          Hier zijn enkele zoektips

          Controleer de spelling van uw trefwoorden.
          Gebruik meer algemene zoektermen.
          Verwijder filters om uw zoekopdracht uit te breiden.

            De Help van Salesforce volledig doorzoeken
            De Help van Salesforce volledig doorzoeken
            Set Up Nonwork Days for Action Plans

            You are here:

            1. Salesforce Help
            2. Docs
            3. Action Plans

            Set Up Nonwork Days for Action Plans

            To use the option to skip nonwork days when setting task completion dates, add details to the default business hours record and for company-wide holidays.

            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.
            1. Set up working days.
              1. From Setup, enter Business Hours in the Quick Find box, then select Business Hours.
              2. Next to the default record, click Edit.
              3. Set your time zone.
              4. Set your business hours for each working day. To indicate a nonworking day, leave the day’s start and end time fields blank.
                Action Plans considers any day with any amount of working time to be one complete working day for the skip nonwork days calculation.
              5. Save your changes.
            2. Set up company-wide holidays.
              1. From Setup, enter Holidays in the Quick Find box, then select Holidays.
              2. Click New.
              3. Add the holiday details.
                Do not select Recurring Holiday. Action Plans does not consider recurring holidays when determining the nonwork days to skip when calculating task completion dates.
              4. Save your changes.
              5. Repeat for each holiday you want to add.

            See Also

             
            Wordt geladen
            Salesforce Help | Article