Loading
Action Plans
Índice
Filtros (0)Adicionar
Selecionar filtros

          Sem resultados
          Sem resultados
          Aqui estão algumas dicas de pesquisa

          Verifique a grafia das palavras-chave.
          Tente utilizar termos mais genéricos.
          Selecione menos filtros para ampliar sua pesquisa.

            Pesquisar em toda a Ajuda do Salesforce
            Pesquisar em toda a Ajuda do Salesforce
            Create Individual, Specific Action Plans from Templates

            You are here:

            1. Salesforce Help
            2. Docs
            3. Action Plans

            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

            1. From the App Launcher, click a target object to view the list of records.
            2. To view the record details, click a record.
            3. On the record details page, in the Action Plans section, click New Plan.
            4. Enter a name for the action plan.
            5. Select a date for the action plan to start.
            6. Select an action plan template to create this action plan.
            7. Select Skip Nonwork Days for Tasks if required.
            8. Select the action plan status.
            9. To review the provided details, click Next.
            10. Save your changes.

            See Also

             
            Carregando
            Salesforce Help | Article