Integrating DayBack with the Salesforce Action Plans App DayBack
Action Plan Template Salesforce. Web create an action plan template. Web api to create and get action plan template items.
Integrating DayBack with the Salesforce Action Plans App DayBack
Quarterly plan review 2021 target object:. You can create one action plan template and associate it to multiple visits. Web action plan templates vs. Guide case workers with template goals and tasks every case is different and every. In the confirmation window that appears, click yes. Enter a name for your. Web create the template from the app launcher ( ), find and select action plan templates. Customize record pages to start using action plans on account. For action plan type, select industries. An action plan template has a default set of parameters required to create an.
This object is available in api version 44.0 and later. In the new action plan template window, provide the following details. Web api to create and get action plan template items. Web create action plan templates. For action plan type, select industries. Web team structure must be considered. Quarterly plan review 2021 target object:. To enable action plans, add action plans templates to the navigation bar of relevant apps and. Web list the salesforce objects supported by action plan templates. An action plan template has a default set of parameters required to create an. Web click | setup | object manager tab.
