---
schema_version: "1"
id: a2354feaae6ed17a1ecda008b0a111d29230846df2a2c5d4256f5200476d21d4
title: Sales Action Plans
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/sales_action_plans.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_action_plans.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0fe8e67d3f1b8cea8b3e453547fff459773ada2fc339b0638909b717db59bf89
description: Provide accountability, visibility, and alignment on your sales account team members’ activities. With sales action plans, specify the tasks and events that you want users to achieve. Associate sales action plans with accounts, account plan objectives, cases, campaigns, contacts, contracts, leads, and opportunities.
products:
  - Sales Cloud
release: "264"
---
# Sales Action Plans

Provide accountability, visibility, and alignment on your sales account team members’ activities. With sales action plans, specify the tasks and events that you want users to achieve. Associate sales action plans with accounts, account plan objectives, cases, campaigns, contacts, contracts, leads, and opportunities.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> editions with Sales, and in <strong>Agentforce 1 Sales Edition</strong></td></tr></tbody></table>

Sales action plans extend Industries action plans and use the same Action Plan and Action Plan Template standard objects, but with these key differences.

- Sales action plans aren’t compatible with Industries objects.
- Sales action plans don’t support custom objects.
- Sales action plans can include both tasks and events, but Industries action plans don’t support events.

For information about Industries action plans, see [Action Plans](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans.htm&language=en_US).

If you also use sales account plans, sales action plans appear in the Strategic Tracker on your account plan objectives.

- **[Turn On Sales Action Plans](https://help.salesforce.com/s/articleView?id=sales.sales_action_plans_setup.htm&release=264.0.0&type=5)**  
    To get started with sales action plans, go to Setup and assign permissions, and then create sales action plan templates. Optionally, customize the action plan objects.

#### See Also

- [Strategic Tracker with Sales Action Plans](https://help.salesforce.com/s/articleView?id=sales.account_plans_strategic_tracker.htm&release=264.0.0&type=5 "Give your sales team members specific steps to complete as they work toward completing account plan objectives. Each objective’s Strategic Tracker uses sales action plans to organize the tasks and events that you want team members to complete.")