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Action Plans - v4

New and improved version of Action Plans!

Free  

Never requires payment

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Requires
Sales Cloud

Action Plans encapsulates best practices into reusable task templates. With this new version, Action Plans can be created for any standard or custom object, and can now be created using Flow or Apex! See description below for all the new features.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Essentials
Additional Requirements
None

App Details

Version
Action Plans/Winter 26' Update v4.4.0 4.4.0
Listed On
03/19/2022
Latest Release
01/14/2026
Supported Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
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.
Native App
No Limits
Lightning Ready
Managed Package
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: 6
Custom Tabs: 4
Custom Apps: 2
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.
4.2.1
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.
12/10/2021

Additional Details

Action Plans helps your organization encapsulate best practices into easily sharable, reusable task templates. An Action Plan can be created for an Account, Contact, Lead, Opportunity, Campaign, Case, Contract, or any Custom Object. Tasks can be pre-assigned to a specific individual or auto-assigned to the running user or owner of the parent record (Account, etc.). Best of all, in this new version, Action Plans can now be created automatically using Flow or Apex! Getting started couldn't be easier, but there are also detailed customization guides now available in case you'd like to integrate your Action Plans with custom objects, flows, processes, etc. Action Plans is open source software. We welcome your issue reports, ideas, documentation, code tweaks and all other participation.

Need help?

Salesforce Labs

San Francisco, CA, USA

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