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          Assign Action Plan Tasks to Roles

          Assign Action Plan Tasks to Roles

          Set up account, case, or opportunity teams to let users assign an action plan task to a role rather than a specific person.

          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.
           
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          Salesforce Help | Article