Review the action plan default status value, life-cycle status values, and setup values
that suit your organization.
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. |
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From Setup, select Object Manager.
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Select Action Plan, and open Fields &
Relationships.
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Open Status.
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In Status Picklist Values, remove the values that you don’t need, add your action plan
status values, and select the default value.
