Enhance Collaboration and Productivity with Action Plans in Slack

Enhance your team’s collaboration and productivity with Action Plans in Slack. In the Financial Services Cloud Slack App, users can view their Action Plans and Action Plan Items. They can stay on top of deadlines, see important record details, and update the record status as they complete tasks and items.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, and Unlimited editions

Available in: Slack (where approved by a workspace admin)