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Action Plans
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필터 선택

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          Set Action Plan Status Values

          Set Action Plan Status Values

          Review the action plan default status value, life-cycle status values, and setup values that suit your organization.

          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.
          1. From Setup, select Object Manager.
          2. Select Action Plan, and open Fields & Relationships.
          3. Open Status.
          4. In Status Picklist Values, remove the values that you don’t need, add your action plan status values, and select the default value.
           
          로드 중
          Salesforce Help | Article