With a recurring schedule, you can create recurring action plans for repeatable business processes. Before creating a recurring schedule for action plans, identify the tasks that you must perform.
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 Orchestration Flow for Recurrence Scheduler and Recurrence Schedule Flow apply only to
Action Plans customers.
Before you create a recurring schedule for action plans, ensure that your Salesforce admin clones and activates the orchestration flow. If you don’t want to use the recurring schedule later, you can deactivate it.
- Activate the Recurrence Schedule Flow for Action Plans
Before you create a recurring schedule for an action plan, clone Orchestration flow for Recurrence Scheduler and then activate it. - Create or Edit Recurring Schedules for Action Plans
Create a recurring schedule for an action plan if you want the action plan to repeat periodically. You can change a recurring schedule after you've created it. - Deactivate or Reactivate Recurring Schedules for Action Plans
When you create a recurring schedule, it’s activated by default. If you don’t want to use a recurring schedule, you can deactivate it. Deactivating a recurring schedule stops it from running until you reactivate it.