Set up Action Plans

An action plan defines the tasks and other items needed to complete a business process, such as handling a patient intake or scheduling a visit. You can create action plans for various objects, including account, campaign, case, contact, contract, lead, and opportunity records, and custom objects.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

Before you create an action plan template, understand the business flows that the action plan will represent. You can build your own flows using the Flow Builder, or you can use existing flows.

Create an action plan template.
1. From the App Launcher, find and select Action Plan Templates.
2. Click New.
3. Enter a name and select the template owner.
4. Make sure that Let users add items to action plans isn’t selected.
5. In the Action Plan Type field, select the process you are supporting with this action plan.
6. In the Target Object field, select the object that will be updated when the user launches this action plan.
7. Save your work.
Add task flows in the action plan template and publish it.
1. In the Items tab of your action plan template, click Add Flow.
  
  Only add task flows to your template. Intelligent Sales doesn’t support assessment task definitions.
  Warning
2. In the Task Flow picklist, select a flow to add to your template.
3. If you want this task to be mandatory, select Required.
4. Save your changes.
5. Add more task flows as needed.
6. After you add all task flows for your template, click Publish Template.

Health Cloud Administration

Set up Action Plans

See Also