Action Plans in Manufacturing Cloud

Available in: Enterprise, Unlimited, and Developer Editions

Every action plan template has a target object, which represents the business context or the purpose of the template. Every action plan has a target record that contains the necessary details for that context. The target record of an action plan stores a record in the target object of the action plan template. For example, if an action plan template is designed for case management (where Case is the target object), you must select a specific case record as the target record for your action plan.

Each task has a priority and a number of days in which it must be completed. Each task can be assigned to a user, a queue, or the action plan creator. When you create an action plan from a template, the task's priority, duration, assignment, and other details are carried over from the template to the action plan.

Here are some examples of using Action Plans for some target objects.

Target Object	purpose	Tasks
Account	An action plan for tasks to be performed by account managers to onboard new distributors	Update registration details Verify shipping address
Asset Milestone	An action plan for tasks to be performed by service agents when an asset's milestone is of type 5-Year-Service	Send a reminder email to the customer about periodic checkup Renew the asset’s warranty
Case	An action plan for tasks to be performed by customer service representatives after a case is closed	Send a survey to customers to gather feedback on their experience Create a knowledge article to share information with other customer service representatives
Lead	An action plan for tasks to be performed by an account executive when a lead is created	Schedule regular follow-up calls Share targeted ads with leads to improve customer conversion

For detailed setup and configuration steps, see Action Plans.