Help users manage action plan details by giving them the appropriate level of permissions for the required objects.
Required Editions
| Available in: Lightning Experience |
| Available in: Automotive Cloud, Consumer Goods Cloud, Education Cloud, Financial Services Cloud, Government Cloud with Lightning Scheduler, Health Cloud, Manufacturing Cloud, Nonprofit Cloud, and Public Sector Solutions. View edition availability. |
Note Salesforce offers two ways to work with profiles: the enhanced
profile user interface and the original profile user interface. You can switch between the
two in Setup. Search for and select User Management Settings, and
then turn on or turn off Enhanced Profile User Interface. These instructions are for the
enhanced profile user interface.
- From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
-
Select a profile and then click Edit.
For example, in Financial Services Cloud, select Advisor or Personal Banker profile.
- Under General User Permissions, enable Access Activities.
-
Under Standard Object Permissions, assign the appropriate level of
Create-Read-Update-Delete (CRUD) access to these objects.
- Action Plans
- Action Plan Templates
- Document Checklist Items, if you've set up Document Tracking and Approvals
- Recurrence Schedule
- Save your changes.