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Action Plans - V3 - Managed
Promote best practices with reusable task templates.
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.
Highlights
Promotes best practices.
Encourages reusability.
Saves time and improves productivity.
Provider Details
Salesforce Labs is a program that lets salesforce.com engineers, professional services staff and 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
You can fully use this solution without payment.