Set Up Action Plans in Partner Experience Cloud Sites

Learning Objectives

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

Create a community user profile for action plan users.
Create a permission set for partner community action plan users.
Update a site home page to include action plans.
Update site record detail pages to include action plans.

Streamline the Process for Partners

Action Plans is available in partner sites that have an External Apps for Financial Services license or a Customer Community Plus for Financial Services license. Make Action Plans available to partners by creating and assigning user profiles for partner sites users. Then, make the process easy to follow by customizing your site home and record detail pages.

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Note
To set up Action Plans for partner sites, you must have Digital Experiences enabled for your Salesforce org. And at least one partner site created. Check out Experience Cloud Sites in Financial Services Cloud for more details.

Create a Partner Community User Profile for Action Plan Users

Cumulus wants its partner sites to supercharge their business processes using Action Plans. To facilitate this, Ryan performs some admin setup.

To begin with, he creates a partner community profile with access to action plan templates and action plan objects.

Click and then Setup.
In the Quick Find box, enter profiles, then select Profiles.
On the Profiles page, click Clone next to the Partner Community Login User or Partner Community User profile.
On the Clone Profile page, in the Profile Name field, enter Partner Action Plan User.
Click Save.
On the Partner Action Plan User Profile page, click Edit.
Under Standard Object Permissions, enable Read access for Document Checklist Item.
If you don’t see Document Checklist Items listed, make sure that the Partner Action Plan User profile has been assigned the Document Checklist permission set.
Under Standard Object Permissions, enable Read, Create, Edit, and Delete access for Action Plan Templates and Action Plans.
If you don’t see Action Plan Templates or Action Plans listed, make sure that the Partner Action Plan User profile has been assigned the Action Plans permission set.
Click Save.

Create a Permission Set for Partner Community Action Plan Users

Note
Make sure your org has the Document Checklist permission before proceeding.

Next, Ryan creates a permission set to give partner community users access to action plan templates and action plans.

Click and then Setup.
In the Quick Find box, enter permission sets, and then select Permission Sets.
To add Action Plan permissions to an existing partner community permission set, click that permission set’s label in the list to edit it. Then skip to step 8.
To create a partner community permission set that includes Action Plans, find an existing partner community permission set such as Advisor Partner Community and click Clone.
In the Label field, give the new permission set a descriptive name, like Advisor Partner Community Action Plans.
In the API Name field, enter a unique API name for the permission set or use the system-generated value.
Click Save.
On the Permission Set page, click Advisor Partner Community Action Plans.
Under System, click System Permissions, then Edit.
Enable Permission to access the Action Plans feature and User license to access the Document Checklist features.
Click Save and then Save again.

Then, Ryan enables object access.

Click next to System Permissions and select Object Settings.
Click Action Plans, and then Edit.
Enable Read, Create, Edit, and Delete permissions.
Click Save.
Then, enable the same Object Settings for Action Plan Templates and Document Checklist Items.

Update the Partner Site Home Page

Now that the backend steps are complete, Ryan moves on to make some UI changes. First, he adds the action plan templates component to the partner site home page. This gives easy access to the templates right from the home page.

Click and then Setup.
In the Quick Find box, enter digital experiences, and then select All Sites.
On the All Sites page, click Builder next to the site you want to update.
On the Home page, click and drag the Record List component onto the page.
In the Record List property window, make the following changes.
1. Number of Records:5
2. Layout: Compact
3. Object Name: Action Plan Template
4. Filter Name: Select a list view.
Click Publish to publish the changes to your site.

Update Site Record Detail Pages

Finally, Ryan adds the Action Plans list component to the partner site’s record detail page. The component displays all the action plans added for that particular record.

Click and then Setup.
In the Quick Find box, enter digital experiences, and then select All Sites.
On the All Sites page, click Builder next to the site where you want to update the record detail page.
On the Home page, click the dropdown arrow to the right of Home and select Record Detail.
Click and drag the Action Plans List component onto the page.
Click Publish to publish the changes to your site.

That’s It, Folks!

Now that Ryan has enabled partners, Cumulus executives are excited to see the operation scale and the client experience improve across all touchpoints. With Action Plans in their org, Ryan’s team can run the Wealth Management division like a well-oiled machine.

Action Plans keeps them on track with their everyday tasks and the clients they’re servicing. And customers have noticed. Lately, they’ve been recommending Cumulus Bank to their friends and families. Thanks to Action Plans, the team is driving more business than ever.