Your users interact with action plans using standard features.
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. |
The following standard Salesforce features are supported.
- Object-level security: Apply Create-Read-Update-Delete (CRUD) access and Field-level security (FLS) rules to action plan templates and action plans.
- Reports and dashboards: Get insights into the status of an action plan.
- Workflow rules, processes, and triggers: Automate creating and updating action plans and related records when data changes or users perform a task.
- Custom fields: Add the information that is important to you to an action plan.