Action Plans

Here are a couple of examples of how different clouds can implement action plans:

• In Financial Services Cloud, create an action plan template for financial plan review meetings with clients. For such engagements, wealth managers need to set up a meeting in advance, collect financial documentation, and review the documentation. You set up this action plan template once, and update it as your understanding of the repeatable tasks refines over time. Then, when wealth managers need review meeting with clients, you can create an action plan based on the template. You don’t have to worry about all the appropriate tasks getting created because those tasks are defined in the template.
• In Public Sector Solutions, create an action plan template for vetting procedures that are required before rolling out an offer to a recruitment candidate. In vetting procedures, recruiters or HR specialists need to scrutinize personal information, such as conduct background checks, medical examinations, and review findings. Set up an action plan template for a procedure. Then, as new candidates require vetting, create an action plan based on the template, ensuring that all necessary tasks such as information collection and background checks are systematically addressed.

Note Looking for sales action plans? See Sales Action Plans.

• Action Plans Editions
  Review the supported products and editions for Action Plans.
• Action Plans Data Model
  You can create an action plan template and its generated action plans for various objects, depending on the products and licenses available in your org. You can also create them for custom objects that have Activities enabled.
• Which Features Work with Action Plans?
  Your users interact with action plans using standard features.
• Action Plan Lightning Components
  Put action plans in front of your users by including Lightning components in the user console.
• Set Up Action Plans
  To enable Action Plans, add Action Plan Templates to the navigation bar of relevant apps and update affected Lightning pages to include action plans.
• Work with Action Plans and Templates
  Discover the information you need when working with action plans effectively and efficiently.
• Update API Implementations of Action Plans
  In Summer ’19, Action Plans expanded object support to more standard and custom objects. If your API implementation of Action Plans references TargetId and assumes it’s an account record, you must update your code.
• Copy and Distribute Action Plan Templates
  Create an action plan template based on an existing one by cloning it. Share action plan templates between organizations by packaging them.
• Set Up Action Plans in Experience Cloud Sites
  Create and assign a community user profile and a permission set that give Experience Cloud site users access to action plans. Then, add action plans to your site's home page and record detail pages.