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Action Plans - V3 - Managed

Promote best practices with reusable task templates.

Overview

Action Plans encapsulates best practices into reusable task templates. An Action Plan can be created for an Account, Opportunity, Contact or Lead. Template tasks can be pre-assigned to a specific individual or assigned to the running user.

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See How Action Plans - V3 - Managed 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 or Lead. Template tasks can be pre-assigned to a specific individual, assigned to the running user or assigned to a record owner. NEW! Action Plans v2 also supports sharing best practices between orgs using template export and import. Note: Action Plans v2 Requires Chatter to be enabled in your org. Questions? Comments? Please send a note to labs@salesforce.com.

Categories

Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Managed Package