Loading
Salesforce now sends email only from verified domains. Read More
Action Plans
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Update the Experience Cloud Home Page with Action Plan Templates

          Update the Experience Cloud Home Page with Action Plan Templates

          Show action plan list on your Experience Cloud site's home page.

          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.
          User Permissions Needed
          To customize an Experience Cloud site:

          Be a member of the site AND Create and Set Up Experiences

          OR

          Be a member of the site AND View Setup and Configuration AND Be an experience admin, publisher, or builder in that site

          1. From Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites.
          2. Click Builder for the site that you want to edit.
          3. Click Components menu, and drag the Action Plan List component onto the page.
          4. In the Action Plan List property window, enter the number of records that you want to see in the list.
          5. Preview and publish the changes.
           
          Loading
          Salesforce Help | Article