Category: Action Plan

In Winter ’19 release, Salesforce introduced Action Plans for Financial Services Cloud. It captures repeatable tasks in templates and then automate the task sequences with an action plan.Example: Processing Loan application, Customer on-boarding process etc. It will also give you the option to create reports and dashboards to monitor progress and ensure compliance.It consists of three parts -Action Plan Template: Power consistent customer experiences with configurable task templates.Process Automation: Increase productivity by automatically generating tasks with due dates and role based assignment.Plan Execution: Drive collaboration and complaint task completion with analytics and enforcement of required tasks.Let’s explain in details -Action Plan TemplateAn action plan template is nothing but a list of tasks to complete a business process. In a template, each task is given a priority, the deadlines (the number of days in which it should be completed – data offset), and who is responsible. Then this action plan template is used to create action plans with each task assigned to a user with a completion date.Below picture will give you a great view of Action Plan Template and Action Plan -Now let’s start creating one Action Plan:Pre-requisitePermission Set: You need to assign permission set – ActionPlans to the users. Without this permission set, you will not be able to assign action plan task to those users.Extra Permission: You can provide below standard object permission so that users can...