To execute an action plan, review these considerations.
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. |
- Tasks and other items in an action plan are standard Action Plans records and appear in the usual places where those records are accessible.
- All standard task features are available to tasks created from action plans, such as updates and deletions.
- Action Plan template tasks are not dependent on each other, so you can perform and complete them in any order.