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Engagement Plans for Program Management

Open Billflorio opened this issue 3 years ago • 3 comments

https://help.salesforce.com/s/articleView?id=sfdo.NPSP_Create_and_Manage_Engagement_Plans.htm&type=5

(https://docs.google.com/document/d/1PnSO262D0NE2TWpea5GwZKHRDY4MpXgny_94x4CxbhY/edit?usp=sharing)

Billflorio avatar May 31 '21 22:05 Billflorio

https://docs.google.com/document/d/1PnSO262D0NE2TWpea5GwZKHRDY4MpXgny_94x4CxbhY/edit#

justinsgilmore avatar Feb 25 '22 18:02 justinsgilmore

@Billflorio is this idea for a script still in play? The link to docs is to generic engagement plan docs, but that exists. You had this as part of early PMM planning maybe? Is there a doc people can write from? Thanks!

barbarachristensen avatar Mar 28 '23 01:03 barbarachristensen

there is no doc and no example just the sentence that "Engagement Plans can be used with any custom object" I just liked the idea of showing an example of this

Billflorio avatar Mar 29 '23 13:03 Billflorio