---
schema_version: "1"
id: e6e9e16fd3cf6da71f84441414888fd2a2355ce9ac1ffe34717a648177645eb7
title: Enable Guidance Plans for Cases with a Toggle
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/262-0-0/rn_sra_gp_case.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_sra_gp_case.htm&release=262.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 815fb721f9b00bb7452dcf49f85e0ed256829b2c8f961decc680517bb380b8bf
description: The Guidance Plans toggle on the Service Assistant Setup page is back. Use it to enable or disable guidance plans for cases. If you’re already using guidance plans, the toggle is enabled by default. If you’re using dynamic plans, it’s disabled.
products:
  - Cross Cloud
release: "262"
---
# Enable Guidance Plans for Cases with a Toggle

The Guidance Plans toggle on the Service Assistant Setup page is back. Use it to enable or disable guidance plans for cases. If you’re already using guidance plans, the toggle is enabled by default. If you’re using dynamic plans, it’s disabled.

**Where:** This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions with Einstein for Service, Agentforce for Service, and Agentforce 1 editions. This feature requires the Service Planner add-on and Adaptive Experience add-on licenses.

**Feature Support:** This change applies to Service Assistant for Case.

**When:** This change is available starting August 19, 2026.

**Who:** To access this change, Salesforce admins require the Service Planner Builder permission set.

**How:** To enable guidance plans, go to the Case tab on the Service Assistant Setup page, then in the Define Service Plan User Experience section, turn on **Guidance Plans**.

![Dynamic plan citations](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-release-notes-salesforce_release_notes-262-0-0-production-enus/e945111b-3e0a-4011-accc-d5949363bfcc/salesforce_release_notes/images/sa_guidance_plans_toggle.png)

The Guidance Plans and Dynamic Plans toggles are mutually exclusive–enabling one automatically turns off the other.

#### See Also

- [_Salesforce Help_: Set Up Service Assistant for Case](https://help.salesforce.com/s/articleView?id=service.sp_setup_case.htm&language=en_US)