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Action Plans - v4
New and improved version of Action Plans!
- Requires
- Sales Cloud
Action Plans encapsulates best practices into reusable task templates. With this new version, Action Plans can be created for any standard or custom object, and can now be created using Flow or Apex! See description below for all the new features.
Highlights
Import/export and share your Action Plan Templates with other orgs.
Supports Task reminder times and controls behavior around Chatter Notifications, actions when a Lead is converted, and default Task assignment behavior.
Invocable Apex allows automatic Action Plan creation from a Template in Process Builder and Flow.
Provider Details
Salesforce Labs
San Francisco, CA, USA
Founded
1999
Salesforce Labs is a program that lets salesforce.com engineers, professional services staff & other employees share AppExchange apps they've created with the customer community. Inspired by employees' work with customers of all sizes and industries, these apps range from simple utilities to entire vertical solutions. Salesforce Labs apps are free to use, but are not official salesforce.com products, and should be considered community projects - these apps are not officially tested or documented. For help on any Salesforce Labs app please consult the Salesforce message boards - salesforce.com support is not available for these applications. Questions? Please visit https://success.salesforce.com/answers.
Pricing Details
Free
You can fully use this solution without payment.