Salesforce Action Plans creates series of tasks on various objects
Action Plan Template Salesforce. Web create action plan templates for accounts, contacts, leads, or other supported objects, or for custom objects that have activities. Web click | setup | object manager tab.
Salesforce Action Plans creates series of tasks on various objects
Action plans helps your organization encapsulate best practices into easily sharable, reusable task. Customize record pages to start using action plans on account. This object is available in api version 44.0 and later. Web click | setup | object manager tab. An action plan template has a default set of parameters required to create an. Web api to create and get action plan template items. You can create one action plan template and associate it to multiple visits. Action plans supported salesforce objects what’s inside an action plan mechanics of action plan. Web action plan templates define the sets of tasks your sales reps perform during visits. In the quick find box, enter action plan, and select action plan.
To enable action plans, add action plans templates to the navigation bar of relevant apps and. The sales action plan template excel must include details about those on the team. This object is used by more than. Enter a name for your. Enter a name and a description for the template. Guide case workers with template goals and tasks every case is different and every. This object is available in api version 44.0 and later. Web team structure must be considered. Web create an action plan template. Web represents the instance of an action plan, a set of tasks created from an action plan template. With this new version, action plans can be created for.
