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            Schedule Recurring Action Plans

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            Schedule Recurring Action Plans

            With a recurring schedule, you can create recurring action plans for repeatable business processes. Before creating a recurring schedule for action plans, identify the tasks that you must perform.

            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.
            Note
            Note Orchestration Flow for Recurrence Scheduler and Recurrence Schedule Flow apply only to Action Plans customers.

            Before you create a recurring schedule for action plans, ensure that your Salesforce admin clones and activates the orchestration flow. If you don’t want to use the recurring schedule later, you can deactivate it.

            1. Activate the Recurrence Schedule Flow for Action Plans
              Before you create a recurring schedule for an action plan, clone Orchestration flow for Recurrence Scheduler and then activate it.
            2. Create or Edit Recurring Schedules for Action Plans
              Create a recurring schedule for an action plan if you want the action plan to repeat periodically. You can change a recurring schedule after you've created it.
            3. Deactivate or Reactivate Recurring Schedules for Action Plans
              When you create a recurring schedule, it’s activated by default. If you don’t want to use a recurring schedule, you can deactivate it. Deactivating a recurring schedule stops it from running until you reactivate it.

            See Also

             
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