Set Up Action Plans in Experience Cloud Sites

Create and assign a community user profile and a permission set that give Experience Cloud site users access to action plans. Then, add action plans to your site's home page and record detail pages.

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.

Create a Community User Profile for Action Plan Access
Create a customer or partner community profile with necessary object permissions to give site users access to action plans and action plan templates.
Create a Permission Set for Action Plan Access on Experience Cloud Sites
Create a permission set with the action plans feature enabled and assign it the Experience Cloud site users.
Update the Experience Cloud Home Page with Action Plan Templates
Show action plan list on your Experience Cloud site's home page.
Update the Experience Cloud Site Record Detail Page with Action Plans
Show action plan lists on record detail pages in Experience Cloud sites.