Capture tasks for business processes with action plans. Automate the sequences of
repeatable tasks in action plan templates. Enhance collaboration and productivity by automatically
assigning owners and deadlines to tasks. Perform specific client engagement through regular
check-ups, business milestones, and sales promotion tasks.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions |
Define the business context of an action plan template through a target object and store
necessary context details in a target record. Assign a user, a queue, or an action plan creator
to each task. When you create an action plan from a template, the task's priority, duration,
assignment, and other details are carried over from the template to the action plan.
Here are some examples of using Action Plans for some target objects.
| Target Object |
purpose |
Tasks |
| Business Milestone |
An action plan for tasks to be performed by service agents when the milestone is of
type Bankruptcy |
- Send emails to inform the stakeholders
- Freeze non-essential expenditures
- Develop reorganization plans
|
| Fleet |
An action plan for the tasks to be performed by a fleet manager |
- Schedule regular servicing for vehicles in the fleet
- Track monthly fuel consumption
- Monitor the number of accidents
|
| Opportunity |
An action plan for tasks to be performed by a sales agent |
- Schedule regular follow-up calls
- Offer test drives
- Share targeted ads with leads
|
| Person Life Event |
An action plan for tasks to be performed by service agents when the event is of type
Relocation |
- Update the address
- Verify related documents
- Update vehicle registration
|
| Vehicle |
An action plan for tasks to be performed before the delivery of a vehicle |
- Update ownership and related details
- Check the last odometer reading
- Inspect the condition of parts
|
For detailed setup and configuration steps, see Action Plans.
