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Does anyone know if Action Plan Templates are available for Sales Cloud? Or is it just for Financial Services Cloud?  

 

I'm looking for a way to assign groups of tasks to objects based on their stage.  I see some paid options and maybe thats my only option outside of developing something?

 

What do you use?  Even some type of todo list would be acceptable...

 

Thanks,

 

Adam
3 Antworten
  1. 15. Feb. 2021, 02:29
    Keiji,

     

    Do you have any recommendations for sales cloud?
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