Salesforce Action Plans creates series of tasks on various objects
Action Plan Template Salesforce. Web create an action plan template. Action plans helps your organization encapsulate best practices into easily sharable, reusable task.
Salesforce Action Plans creates series of tasks on various objects
Web create an action plan template. Action plans helps your organization encapsulate best practices into easily sharable, reusable task. In the confirmation window that appears, click yes. Web set up action plans in salesforce. Web api to create and get action plan template items. Web click , and find and select action plan templates. Web create action plan templates for accounts, contacts, leads, or other supported objects, or for custom objects that have activities. Web action plans encapsulates best practices into reusable task templates. Web action plan templates define the sets of tasks your sales reps perform during visits. Web action plan templates vs.
Enter a name and a description for the template. Describe how action plan templates and action plans work. Select the all action plan templates list view. Web create action plan templates for accounts, contacts, leads, or other supported objects, or for custom objects that have activities. To enable action plans, add action plans templates to the navigation bar of relevant apps and. In the quick find box, enter action plan, and select action plan. In the confirmation window that appears, click yes. For target object select lead. Customize record pages to start using action plans on account. Click page layouts and then. Action plans helps your organization encapsulate best practices into easily sharable, reusable task.
