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Action Plans
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            Which Features Work with Action Plans?

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            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.
             
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            Salesforce Help | Article