Loading
Action Plans
Innhold
Filtre (0)Legg til
Velg filtre

          Ingen resultater
          Ingen resultater
          Her er noen søketips

          Kontroller stavemåten i søkeordene.
          Bruk mer generelle søkebegreper.
          Velg færre filtre for å utvide søket.

            Søk i all Salesforce Hjelp
            Søk i all Salesforce Hjelp
            Which Features Work with Action Plans?

            You are here:

            1. Salesforce Help
            2. Docs
            3. Action Plans

            Which Features Work with Action Plans?

            Your users interact with action plans using standard features.

            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.

            The following standard Salesforce features are supported.

            • Object-level security: Apply Create-Read-Update-Delete (CRUD) access and Field-level security (FLS) rules to action plan templates and action plans.
            • Reports and dashboards: Get insights into the status of an action plan.
            • Workflow rules, processes, and triggers: Automate creating and updating action plans and related records when data changes or users perform a task.
            • Custom fields: Add the information that is important to you to an action plan.
             
            Laster
            Salesforce Help | Article