To execute an action plan, 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.
Tasks and other items in an action plan are standard Action Plans records and appear in
the usual places where those records are accessible.
All standard task features are available to tasks created from action plans, such as
updates and deletions.
Action Plan template tasks are not dependent on each other, so you can perform and
complete them in any order.
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