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          Set Up Action Plans in Experience Cloud Sites

          Set Up Action Plans in Experience Cloud Sites

          Create and assign a community user profile and a permission set that give Experience Cloud site users access to action plans. Then, add action plans to your site's home page and record detail pages.

          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.
           
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          Salesforce Help | Article