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Considerations for Creating Action Plans
Before you create action plans, review these considerations.
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. |
- Create action plans from the Action Plans tab on a record page for a supported object.
- If you don’t want to start an action plan immediately, choose a future start date.
- Action plan template tasks assigned to the plan owner and tasks where the assigned user can’t be resolved are assigned to you, the plan creator.
- For tasks assigned to a role where two or more users share the role, the task is assigned to you, the plan creator.
- To add nonwork days to the date offset when calculating the task completion date, select Skip Nonwork Days. Nonworking days are determined from the default business hours record. Each day without business hours and nonrecurring holidays is considered a nonwork day. Recurring holidays aren’t identified as nonwork days.
- Some action plan templates let users add tasks or other items to a generated action plan. To add a task or other item to an action plan, click New in the list view of the type of item you want to add.
- Manual sharing of action plans is supported in Lightning Experience. For the record that you want to share, click Sharing. Manually add any users who aren’t included in sharing rules and share any related records.
- If you’re an admin or an action plan record owner, you can change the ownership of published and draft versions of action plans to another user. On the Action Plan record page, from the page-level action menu, click Change Owner. Then select the new owner.
- When you create action plans by using Salesforce Object Query Language (SOQL), limit the number of action plans to 200 per batch.
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