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Action Plans - v3 - Unmanaged - EE, UE and DE 2

Action Plans encapsulates best practices into reusable task templates.

Overview

Check out the NEW Action Plans Labs listing: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000Gg6NVUAZ

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See How Action Plans - v3 - Unmanaged - EE, UE and DE 2 Works

  • Promotes best practices.

  • Encourages reusability.

  • Saves time and improves productivity.

Action Plans encapsulates best practices into reusable task templates. An Action Plan can be created for an Account, Opportunity, Contact, Lead, Campaign, Case or Contract. Template tasks can be pre-assigned to a specific individual, assigned to the running user or assigned to a running user. Note: this version *DOES NOT* support Professional Edition. Visit http://labs.force.com/apv2pe for Professional Edition support. Note: Action Plans v2 requires Chatter to be enabled in your org. Questions? Comments? Please send a note to labs@salesforce.com.

Categories

Business Needs
Productivity
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Native App
Lightning Ready
Editable Code
Person Accounts

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