💍 Have you seen this Salesforce Labs package: Action Plans! 🎗️
🔑 It allows you to create templates of tasks, then assign objects so that those tasks will be created automatically.
🙏 Thanks to David Schach for this open source app! 🙏
You can configure it to skip weekends, establish dependent tasks that will only be created once a controlling task is completed so the due dates and reminders are scheduled accordingly.
It has simple to use Invocable Apex classes. Use them in a flow to automate the action plan creation.
🔗 LINKS
👉🏽 AppExchange: https://lnkd.in/eHCQzh2f
👉🏽 Source Code: https://lnkd.in/edzJhu4A
👉🏽 Documentation: https://lnkd.in/egcDgwGr
