Create Individual, Specific Action Plans from Templates
Action Plans allow you to capture repeatable tasks and then automate the task sequences
improving collaboration and productivity. Using action plans, a team can automatically assign task
owners and deadlines for specific client engagements. Action plans also make it easy to create
reports and dashboards, so you can monitor progress and ensure compliance.
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 configure Action Plans:
Action Plans permission set
OR
Modify All Data
From the App Launcher, click a target object to view the list of records.
To view the record details, click a record.
On the record details page, in the Action Plans section, click New
Plan.
Enter a name for the action plan.
Select a date for the action plan to start.
Select an action plan template to create this action plan.
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