ActionPlans
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Cannot create global action or add create action plan into a list view in salesforce lightning
The JS file ActionPlanCreationScripts contains logic which expects all dates to be formatted MM/dd/yyyy. In European countries e.g. the typical format is dd/MM/yyyy. The date picker then is completely screwed...
Many of the tests on ActionPlans unmanaged package were broken. They called too many futures. This was due to either creating more than one user (one at a time) or...
Hi I have played around with Action Plan on my salesforce account, and want to install it on everybody's salesforce license. However, I cant work out how to in my...
I have action plan template created with prepoulated "Assigned To" field. When I click on "Apply Action Plan" on account(person account) profile and then do lookup for template and select...
I click the “Create Contact Action Plan” button on a Household Detail page and I choose the Action Plan Template that I need to use for that Household. When I...
I cannot find an easy way to do this BUT..... Need the ability to create a new Action Plan (Using existing AP Template) via a trigger on any object. Simply...
From a user: I installed Action Plans v3 and I have been creating some templates and this is all pretty cool! A big shortcoming for us is that I can’t...
w/r/t http://buttonclickadmin.com/2011/09/12/monday-am-admin-wheres-the-data/ We should have an initialization button that creates a sample Action Plan Template or two so its obvious to users how it works. Sample Template 1: Not dependent...