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Set Up Action Plans
To enable Action Plans, add Action Plan Templates to the navigation bar of relevant apps and update affected Lightning pages to include 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. |
- Override the Labs Unmanaged Package for Action Plans
If you have the AppExchange Salesforce Labs unmanaged package with action plan custom objects installed, disable it to use Action Plans. - Assign Permission Set Licenses and Permission Sets for Action Plans
Give your users access to action plans. - Enable Additional Permissions for Action Plans
Help users manage action plan details by giving them the appropriate level of permissions for the required objects. - Require a Status for Action Plans
To accurately track and report on action plans based on their status, set the Status field on the Action Plan object page layout to Required. - Activate a Flow to Automate the Status Update for Action Plan
Increase operational efficiency by syncing the action plan status with the status of the task action plan items. Clone and activate a flow template to automate the status of the action plan according to the status of the task action plan items. - Add an Action Plan Templates Tab
To give users convenient access to create action plan templates, add a tab to the navigation bar. - Enable Comments for Tasks in Action Plan Templates
You can now make comments mandatory for tasks within action plan templates to better drive execution by ensuring that every task provides essential context for the user who performs the work. - Add Action Plans to the Related List
To create action plans, the Action Plans list must be available on the supported object page layouts. - Add Action Plans to Record Pages
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. - Add Actions to the Action Plan Template Record Page
Add or remove quick actions available in the highlights panel on an action plan template record page. Show or hide actions based on the user profile or the console app. - Set Action Plan Status Values
Review the action plan default status value, life-cycle status values, and setup values that suit your organization. - 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. - Customize the Display Columns for Tasks in Action Plans and Action Plan Templates
Add or remove columns from the Action Plan task list view in action plans and action plan templates.
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