All Ideas

Idea Details

Post an Idea
140  Points
Idea has been posted. Give it an upvote or downvote.

FSC Action Plans - Extend to Lead Object too

Financial Services Cloud

In large financial organizations, like my client, they often need ActionPlan Templates for Leads and Referrals and not only Accounts.  I would love to see the ActionPlans be extended to create plans and templates for the Lead/Referral object in FSC.

There is an AppExchange product from Salesforce Labs I have used previously, but installing this with the FinServ Action Plans is a bit confusing and not sure it won't interfere with FSC functionality. This product is extensible to other objects. Anythign on the roadmap for FSC to extend APs to other objects?

Merge Idea · Flag

  • Upvotes
  • Downvotes



from AppExchange


Help us to keep IdeaExchange clean by pointing out overlapping ideas. We'll investigate your suggestion and merge the ideas if it makes sense.



Thanks for your merge suggestion. We will review it shortly and merge the ideas if applicable.

Salesforce takes abuse situations very seriously. Examples of abuse include but are not limited to posting of offensive language or fraudulent statements. To help us process your request as quickly as possible, please fill out the form below describing the situation. For privacy and security reasons, the final outcome of an abuse case may not be revealed to the person who reported it.


Thank you for your feedback. We take abuse seriously and will investigate this issue and take appropriate action.