Salesforce Action Plans vs Action Plan Templates

April 12, 2021in Salesforce

Need a quick refresher on the difference between an action plan template and Salesforce action plans in Salesforce? Here you go.

An action plan template captures the repeatable tasks involved in a specific type of engagement or activity. You set up the action plan template once. You update it as your understanding of the repeatable tasks improves over time.
An action plan template defines the tasks and document checklist items required to complete a business process. Action Plans allow you to capture the repeatable tasks and automate the task sequences improving collaboration and productivity.
Salesforce action plans are a run-time instance of the template that allows you to automate the sequence of the tasks defined in the template. You generate an action plan from the template for each engagement. You can create multiple action plans from an action plan template. They are re-usable.
An action plan defines the tasks and other items needed to complete a business process. Each task has a priority, a number of days in which it must be completed, and a person who is responsible.
An Action plan template is a reusable framework that you can use to schedule visits where the set of activities to be performed in each visit remains constant.
An action plan or action planning template contains a list – or series of lists – that detail everything you must accomplish to complete a task.
For big, long-term, or complex projects, you create a project pla n first. Once your project plan is in place, an action plan helps you detail the steps and flow for allocating resources, sharing and executing tasks, and setting deadlines.