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            Sales Action Plans

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            Sales Action Plans

            Provide accountability, visibility, and alignment on your sales account team members’ activities. With sales action plans, specify the tasks and events that you want users to achieve. Associate sales action plans with accounts, account plan objectives, cases, campaigns, contacts, contracts, leads, and opportunities.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited editions with Sales, and in Agentforce 1 Sales Edition

            Sales action plans extend Industries action plans and use the same Action Plan and Action Plan Template standard objects, but with these key differences.

            • Sales action plans aren’t compatible with Industries objects.
            • Sales action plans don’t support custom objects.
            • Sales action plans can include both tasks and events, but Industries action plans don’t support events.

            For information about Industries action plans, see Action Plans.

            If you also use sales account plans, sales action plans appear in the Strategic Tracker on your account plan objectives.

            • Turn On Sales Action Plans
              To get started with sales action plans, go to Setup and assign permissions, and then create sales action plan templates. Optionally, customize the action plan objects.

            See Also

             
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