When a user creates an action plan from a template at run time, FSC resolves the role to a user and assigns the task to that user. Matt then assigns the people who play those roles for a client. What’s an account team? It’s a group of users who work together on a client. To enable his, Matt sets up account teams and roles. Ryan would like to assign action plan tasks to specific roles. Action Plans doesn’t consider recurring holidays when determining the nonwork days to skip when calculating task completion dates. The holiday is observed on the third Monday in January.In the Holiday Name field, enter Martin Luther King Jr.Matt adds the details in the Holiday Detail section. In the Quick Find box, enter holiday, and then select Holidays.Business hours and escalation rules are suspended during holidays, and the team can enjoy a well-deserved break. Next, Matt sets up company-wide holidays. As Saturday and Sunday are nonworking days, keep their start and end times blank.įor deadline calculation (where Salesforce skips nonworking days), Action Plans considers any day with any amount of working time to be one complete working day.Repeat the steps for Tuesday through Friday.For Monday, enter 8:00 AM as the start time, and 4:00 PM as the end time.Matt makes these changes in the Business Hours section. Wealth Management at Cumulus works Monday through Friday, 8:00 AM to 4:00 PM.Next to the default record, click Edit and set your time zone.In the Quick Find box, enter business hours, and then select Business Hours.Since wealth management works there too, Matt sets up business hours for that location. Handy!īoth Ryan and his client associate, Srilakshmi, work out of Cumulus Bank’s headquarters in Pittsburgh, Pennsylvania. When you set business hours, you’re telling action plans to avoid nonworking hours, company holidays, and other nonworking days for deadline calculation and task completion. Enable action plan task assignment to roles.Set up working hours and company-wide holidays.After completing this module, you’ll be able to:
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