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.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited editions with Sales, and in Agentforce 1 Sales Edition |
| User Permissions Needed | |
|---|---|
| To turn on sales action plans: |
Customize Application OR Modify All Data |
- From Setup, in the Quick Find box, enter Sales Action Plans, and select Sales Action Plans.
- Assign the Sales Action Plans default permission set to users who access sales action plans.
- To help users access sales actions plans more easily, add the Action Plans related list to any of these page layouts: Account, Case, Campaign, Contact, Contract, Lead, or Opportunity.
- Optionally, customize these standard objects for your business needs by using Object
Manager.
- Action Plan
- Action Plan Template
Note These objects are shared with Industries. - Create sales action plan templates with the Action Plan Template object.
Important Sales action plan templates are required to create individual sales action plans.- For Action Plan Type, select Sales.
- For Target Object, select the object where users can access the sales action plan. For
sales action plans used with a sales account plan objective’s Strategic Tracker, select
Account Plan Objective.
By default, two action plan templates are available for sales account plan objectives. Start by using these default templates, or clone and modify them for your needs.