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Automate Activities

By Salesforce Labs

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Requires
Sales Cloud

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

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
Enterprise
Unlimited
Developer

App Details

Version
Automate Activities/AA Winter 22 1.2.0
Listed On
06/26/2022
Latest Release
01/09/2023
Supported 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
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: 2
Custom Tabs: 1
Custom Apps: 0
Lightning Components
Global: 1
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 AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.2.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
06/17/2022

Additional Details

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.

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Salesforce Labs

San Francisco, CA, USA

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