Take Salesforce FSC Action Plans to the Next Level
Salesforce Action Plan Templates. To enable action plans, add action plans templates to the navigation bar of relevant apps and update affected lightning pages to include. Web set up action plans in salesforce.
Take Salesforce FSC Action Plans to the Next Level
You can create action plans for. Web create action plan templates for accounts, contacts, leads, or other supported objects, or for custom objects that have activities enabled. Web to enable action plans, add action plans templates to the navigation bar of relevant apps and update affected lightning pages to include action plans. Web an action plan template defines the tasks and document checklist items needed to complete a business process. Create individual, specific action plans from. Create an action plan template and define tasks, document checklist items, or a combination of both. Web set up action plans in salesforce. Web an action plan template is the blueprint for an action plan. To enable action plans, add action plans templates to the navigation bar of relevant apps and update affected lightning pages to include.
Create individual, specific action plans from. Create individual, specific action plans from. Web to enable action plans, add action plans templates to the navigation bar of relevant apps and update affected lightning pages to include action plans. Web an action plan template is the blueprint for an action plan. You can create action plans for. Create an action plan template and define tasks, document checklist items, or a combination of both. To enable action plans, add action plans templates to the navigation bar of relevant apps and update affected lightning pages to include. Web set up action plans in salesforce. Web an action plan template defines the tasks and document checklist items needed to complete a business process. Web create action plan templates for accounts, contacts, leads, or other supported objects, or for custom objects that have activities enabled.
