Considerations for Executing Action Plans

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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