Action Plans

Capture repeatable tasks in templates and then automate the task sequences with an action plan. Enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client engagement, such as account openings, loan approvals, and claims processing. Create reports and dashboards to monitor progress and ensure compliance.

Required Editions

Action Plans is available in Lightning Experience.

Available in: Enterprise and Unlimited Editions

Note Action Plans is available in Lightning Experience and included in Salesforce Government Cloud with Lightning Scheduler, Financial Services Cloud, Health Cloud, Education Cloud, Public Sector Solutions, and Consumer Goods Cloud. For Finanical Services Cloud, Action Plans is included with both FSC Sales and FSC Service permission sets. So, no need to assign the Action Plans permission set separately for users with those licenses.

To learn how to enable action plans in your org, see Action Plans.

Explore and Learn

Watch this video to understand how you can use Action Plans in Financial Services Cloud.

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Get Started with Action Plans for Financial Services Cloud

Use Action Plans to efficiently manage the repetitive tasks that must be completed in a business process. You can also track the statuses of the assigned tasks and turn strategy into action with ease and clarity. Explore a trial org to learn about what’s included, what setup we recommend, and how to get ready for implementation.

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