Over the years, your team has had a lot of experiences, learned a lot of lessons, and has a process for onboarding new clients and closing deals. You’ve trained your team and everyone is on the same page. You’ve got this! But calendars fill up fast, priorities shuffle, and it is easy to forget to log one of those calls in Salesforce, or worse, miss a crucial step in your workflow. Don’t let your experience be wasted! Check out Action Plans by Salesforce Labs (a regular favorite of ours). Once you’ve set up a couple templates, two clicks will create all the tasks you need!
Action Plans encapsulates best practices into reusable task templates. An Action Plan can be created for an Account, Opportunity, Contact, Lead, Campaign, Case or Contract. Template tasks can be pre-assigned to a specific individual, assigned to the running user or assigned to a running user.
Watch their video below and check out the app here!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
As it relates to action plan templates: Is there a formula or code that I can type in the task name description that will autofill the account it is related to? For example: I want to create an action plan for Mr. Jones. I apply an action plan template to his account, however, after each task name in the template, I would like it to auto generate “Task 1 -Mr. Jones”
Is this possible?
thanks
Hi @Ursula. I’m not sure if the app has that feature available. I’d recommend reaching out to the provider on the AppExchange.
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003HcINEA0