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Automate Activities

Plan and Adapt Quickly

Overview

This app helps in creating a list of activities which include Events and Tasks based on the setup

1 of 4

  • Auto Create Record Activities

  • Track Activities

  • Build and manage Activity Plan

This app helps create a list of activities, including Events and Tasks based on the one-time configuration. An activity plan is a template consisting of a list of activities like Meeting with Stakeholders, Creating an Account Plan, etc. to be completed as part of the Process like Account Onboarding, Opportunity Pipeline, and Case/Chat disposition. An activity Plan is a record-level plan configured once by the User and can be used in creating the activities related to the process through Flow automation.

Categories

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

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