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Create Action Plans for More Objects

Enhance collaboration and productivity for more of your repeatable processes using Action Plans. Expanded support for standard and custom objects now lets you deliver consistent and compliant customer engagement for processes like case resolution and product onboarding.

Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions that have Financial Services Cloud enabled.

Why: In addition to Account, Action Plan Templates now support these standard objects: Campaign, Case, Contact, Contract, Lead, and Opportunity. You can also create Action Plan Templates for your custom objects that have activities enabled. In addition, Account, Case, and Opportunity support role resolution for assigning tasks to Account, Case, and Opportunity team members, respectively.

Important

Important

We made Action Plans available to multiple objects. If you’re using process automation to implement Action Plans, update references to TargetID with lookups to the parent object and the target record in the related table.