Take Salesforce FSC Action Plans to the Next Level
Action Plan Template Salesforce. For target object select lead. Enter a name and a description for the template.
Take Salesforce FSC Action Plans to the Next Level
Describe how action plan templates and action plans work. For target object select lead. Action plans supported salesforce objects what’s inside an action plan mechanics of action plan. For action plan type, select industries. Web api to create and get action plan template items. Web action plan templates vs. Web team structure must be considered. Enter a name and a description for the template. Web action plan templates define the sets of tasks your sales reps perform during visits. This object is available in api version 44.0 and later.
Web team structure must be considered. Click page layouts and then. Web click | setup | object manager tab. Guide case workers with template goals and tasks every case is different and every. Web click , and find and select action plan templates. In the new action plan template window, provide the following details. Web list the salesforce objects supported by action plan templates. Action plans helps your organization encapsulate best practices into easily sharable, reusable task. This object is available in api version 44.0 and later. To enable action plans, add action plans templates to the navigation bar of relevant apps and. Web create action plan templates for accounts, contacts, leads, or other supported objects, or for custom objects that have activities.
