---
schema_version: "1"
id: 6b0936015432554b5f935340017672a49d98f41dec3368be6647dd992bde9c56
title: Action Plans
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_set_up_action_plan_templates.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_set_up_action_plan_templates.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7a7a709ee39d40362c44d4d40adb100efa56208bff75ec6b76de9bd0239f9b84
description: An action plan defines the tasks and other items needed to complete a business process, such as handling a patient intake or scheduling a visit. You can create action plans for various objects, including account, campaign, case, contact, contract, lead, and opportunity records, and custom objects.
products:
  - Health
release: "264"
---
# Action Plans

An action plan defines the tasks and other items needed to complete a business process, such as handling a patient intake or scheduling a visit. You can create action plans for various objects, including account, campaign, case, contact, contract, lead, and opportunity records, and custom objects.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
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              <p>Available in: Lightning Experience</p>
              <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Health
                Cloud</p>
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Before you create an action plan template, understand the business flows that the action plan will represent. You can build your own flows using the Flow Builder, or you can use existing flows.

1. Create an action plan template.
    1. From the App Launcher, find and select **Action Plan Templates**.
    2. Click **New**.
    3. Enter a name and select the template owner.
    4. Make sure that **Let users add items to action plans** isn’t selected.
    5. In the Action Plan Type field, select the process you are supporting with this action plan.
    6. In the Target Object field, select the object that will be updated when the user launches this action plan.
    7. Save your work.
2. Add task flows in the action plan template and publish it.
    1. In the Items tab of your action plan template, click **Add Flow**.
        
        ![Warning](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-health-264-0-0-production-enus/90a9f828-79ab-49cd-ac8c-86e58ef7478e/images/icon_warning.png)
        
        Warning Only add task flows to your template. Intelligent Sales doesn’t support assessment task definitions.
    2. In the Task Flow picklist, select a flow to add to your template.
    3. If you want this task to be mandatory, select **Required**.
    4. Save your changes.
    5. Add more task flows as needed.
    6. After you add all task flows for your template, click **Publish Template**.

#### See Also

- [Salesforce Help: Action Plans](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans.htm&type=5&language=en_US)