---
schema_version: "1"
id: 8c5439aab437fb3f985ec4762578e308ec4e2a7f96a436704b8c0b988d890d42
title: Sales | Create Close Plan
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/copilot_actions_ref_close_plan.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_close_plan.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8160abb495cced4890402cdd10e508f1b89ea80c960d75a46e9f4f693510bc32
description: Generates a sales plan to help sales reps close an opportunity by its target date.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Sales | Create Close Plan

Generates a sales plan to help sales reps close an opportunity by its target date.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> 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.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d153244e72">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d153244e72 ">To use Create Close Plan:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d153244e72 ">Close Plan</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d153244e72 ">See <a href="https://help.salesforce.com/s/articleView?id=ai.agent_actions_common_perms.htm&amp;type=5&amp;language=en_US" target="_blank">Common User Access for Standard Agent
                Actions</a>.</td>

          </tr>
        </tbody>
      </table>

## Action Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <tbody>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">API Name</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">CreateClosePlan</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Reference Action Type</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">Standard Action</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Reference Action</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p>Create Close Plan</p>
              <p style="margin-bottom:0;">(createClosePlan)</p>
            </td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Does this action execute one or more prompt templates?</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">Yes</td>

          </tr>
        </tbody>
      </table>

## Considerations

The Create Close Plan action requires the activation of both [Einstein Activity Capture (EAC)](https://help.salesforce.com/s/articleView?id=sales.einstein_sales_aac.htm&type=5&language=en_US) and [Activity 360](https://help.salesforce.com/s/articleView?id=sales.einstein_sales_activity_reporting_quick_start.htm&type=5&language=en_US).