---
schema_version: "1"
id: af49af565b82de37b5d313a88538a1b6a49569be921b3c25c4f565d1ef9859b9
title: Turn On 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_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_action_plans_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 99c2a3108b20e9a50400901495d87ce62a4c8d31ce24662d372ae1ee01e1658d
description: 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.
products:
  - Sales Cloud
release: "264"
---
# Turn On Sales Action Plans

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

<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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d39344e48">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d39344e48 ">To turn on sales action plans:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d39344e48 ">
              <p>Customize Application </p>
              <p>OR</p>
              <p style="margin-bottom:0;">Modify All Data</p>
            </td>
          </tr>
        </tbody>
      </table>

1. From Setup, in the Quick Find box, enter Sales Action Plans, and select **Sales Action Plans**.
2. Assign the Sales Action Plans default permission set to users who access sales action plans.
3. 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.
4. Optionally, customize these standard objects for your business needs by using Object Manager.
    
    - Action Plan
    - Action Plan Template
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/images/icon_note.png)
    
    Note These objects are shared with Industries.
5. Create sales action plan templates with the Action Plan Template object.
    
    ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/images/icon_important.png)
    
    Important Sales action plan templates are required to create individual sales action plans.
    
    1. For Action Plan Type, select **Sales**.
    2. 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.

#### 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.")
- [Customize Page Layouts with the Enhanced Page Layout Editor](https://help.salesforce.com/s/articleView?id=platform.layouts_customize_ple.htm&language=en_US)
- [Customize Related Lists](https://help.salesforce.com/s/articleView?id=platform.customizing_related_lists.htm&language=en_US)