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