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KoolAB
Account Plans - how to activate account plans in sales cloud
I came across Account Plans object in the video mentioned on URL below.
https://www.salesforce.com/plus/experience/Dreamforce_2021/series/Sales/episode/episode-1
I would like to know how we can activate Account Plans object in sales cloud Enteprirse edition.
https://www.salesforce.com/plus/experience/Dreamforce_2021/series/Sales/episode/episode-1
I would like to know how we can activate Account Plans object in sales cloud Enteprirse edition.
As mentioned in the documentation here: https://help.salesforce.com/s/articleView?id=sf.fsc_action_plans.htm&type=5 , Action Plans is available in Lightning Experience and included in Salesforce Government Cloud with Lightning Scheduler and Financial Services Cloud.
Steps to setup action plan: https://trailhead.salesforce.com/en/content/learn/modules/action-plans-in-financial-services-cloud/set-up-action-plans-for-lightning-experience
In case you are unable to see it, you can contact your salesforce Account Executive regarding this.
If this information helps, please mark the answer as best. Thank you