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Prepare Your Org for Action Plans

Learning Objectives

After completing this module, you’ll be able to:

  • Set up action plan permissions.
  • Configure task status reporting and status values.

Permissions, Permissions…

The first thing Matt needs to do is set some permissions to give users access to the new action plans feature. After consulting with Ryan, Matt decides to start small and assign the Action Plans permission set to just Ryan and Srilakshmi.

Note

Note

To assign the Action Plans permission set to Cumulus Bank users, Matt must grant them a Financial Services Cloud license first.

Here’s how Matt gives Ryan and Srilakshmi permissions.

  1. From Setup, in the Quick Find box, enter Users, and then select Users.
  2. Click the record for the user. Matt selects Ryan Dobson.
  3. Scroll down to Permission Set Assignments, and click Edit Assignments.
  4. Add the Action Plans permission set.
  5. Click Save.
  6. Repeat the steps to give more users access to the feature.

Matt wants to ensure the pioneering duo can edit and delete action plan details (such as task owners and deadlines), and launch action plans from an existing template. He can do this by enabling permissions for the Action Plans and Action Plan Templates objects.

This is what Matt does.

  1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
  2. Click Edit next to Advisor, Personal Banker, and any custom profiles (such as Wealth Manager and Client Associate).
  3. Under Standard Object Permissions, locate:
    • Action Plans, and select Read, Create, Edit, and Delete.
    • Action Plan Templates, and select Read, Create, Edit, Delete, and View All.
  4. Click Save.

Status Is Everything

Ryan’s excited to learn that action plans can remedy a big pet peeve. Currently there’s no way to ensure that people report on the status of the tasks they’re assigned to. With action plans, he can make status a requirement. No longer will tasks disappear into a black hole, never to be seen again. 

Here’s how he adds it. 

  1. From Setup, select Object Manager, and click Action Plan.
  2. Open Page Layouts and click Action Plan Layout.
  3. Under Action Plan Template Information, mouse-over Action Plan Status, click the spanner icon ( Spanner icon) next to it, and select Required.
  4. Click OK, then click Save.

Ryan and Srilakshmi also review the default status values and decide that they can use an additional custom value, Postponed. 

The Action Plan Status field page under Object Manager.

This is how Matt adds it. 

  1. From Setup, select Object Manager.
  2. Select Action Plan, and open Fields & Relationships.
  3. Click Action Plan Status.
  4. In the Action Plan Status Picklist Values section, click New.
  5. Enter Postponed as a custom status value, and click Save.
  6. In the Action Plan Status Picklist Values section, click Reorder.
  7. Select Postponed and move it immediately below In Progress.
  8. Click Save.

Resources

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