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

Action Plans encapsulates best practices into reusable task templates.

Free  

Never requires payment

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Business Need
Productivity

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

Compatibility

Salesforce Editions
Enterprise
Unlimited
Developer
Additional Requirements
EE, UE or DE. Note that this version DOES NOT work with PE. PE compatibility coming soon.

App Details

Version
Lightning Action Plans/Lightning Ready 1.1.0
Listed On
06/04/2010
Latest Release
01/09/2023
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 5
Custom Tabs: 5
Custom Apps: 1
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.1.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
10/05/2016

Additional Details

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.

Need help?

Salesforce Labs

San Francisco, CA, USA

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