Generates a sales plan to help sales reps close an opportunity by its target date.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action. |
| User Permissions Needed | |
|---|---|
| To use Create Close Plan: | Close Plan |
| See Common User Access for Standard Agent Actions. | |
Action Details
| API Name | CreateClosePlan |
| Reference Action Type | Standard Action |
| Reference Action |
Create Close Plan (createClosePlan) |
| Does this action execute one or more prompt templates? | Yes |
Considerations
The Create Close Plan action requires the activation of both Einstein Activity Capture (EAC) and Activity 360.