Category: Financial Services Cloud

Action Plan in Financial Services Cloud || Winter ’19 New Feature

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...

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