1. Go to Developer Console. 2. Go to Help --> Preferences. 3. Enable "Enable Query Plan" check box.
- From Setup, in the Quick Find box, enter Work Plans, and then select Generate Work Plans and Work Steps from templates and selection rules.
- Optionally, to configure the flow logic that changes the work step status, select Manually update a work step's status when flows are launched.
How to add care plan template in Salesforce mobile&Lightning?
From Setup, go to Object Manager. In the Quick Find box, enter Case and select Case. Click Case Page Layouts, and then click CarePlan Layout. Select Mobile & Lightning Actions and click override the predefined actions. Drag Apply Care Plan Template s from actions to the Salesforce Mobile and Lightning Experience Actions area. Click Save.
How do I enable multiple care plans in a new org?
Multiple care plans are enabled by default in the new orgs. But in case they aren’t, Harryette can easily enable the option by going through these steps. From Setup, enter Custom Settings in the Quick Find box and select Custom Settings. In the list of custom settings, click Manage next to Health Cloud Feature Toggles.
How do I create a case page layout in Salesforce?
In Setup, go to Object Manager and enter Case in the Quick Find box. Click Case. Select Case Page Layouts. Click New to add a new Case Page Layout. In Existing Page Layout picklist, select CarePlan Layout.
How do I use the query plan tool?
To use the Query Plan Tool, simply enter a query in the Query Editor and press Query Plan to displays all query operations and the cost of each for the SOQL provided. Use this tool to check the Query Plan for any SOQL queries that execute slowly.
How do I enable action plans in Salesforce?
Set Up Action PlansOverride the Labs Unmanaged Package. ... Assign the Action Plans Permission Set License and Permission Set. ... Enable Extra Permissions for Action Plans. ... Set the Status Field as Required. ... Add an Action Plan Templates Tab. ... Add Action Plans to the Related List on Object Page Layouts.More items...
How do I enable action plan?
To enable Action Plans, add Action Plans Templates to the navigation bar of relevant apps and update affected Lightning pages to include action plans. Discover the information you need when working with action plans effectively and efficiently.
How do I enable an action plan template in Salesforce?
Add Action Plan Templates and Action Plans to the Navigation BarClick. ... In the Quick Find box, enter app manager , and then select App Manager.For Wealth Management app, click. ... Under App Settings, select Navigation Items.Under Available Items, select Action Plan Templates and Action Plans, and use. ... Click Save.
How do I create a plan in Salesforce?
Create an Action Plan TemplateFrom the App Launcher, find and open Action Plan Templates, and then click New.Enter a name and a description for the template.Select the Target Object as Visit.Select the Action Plan Type as Visit Execution.Click Save.
How do you make a plan?
How to build a plan that worksWrite down your goal.Create a plan by dividing your goal into chunks.Review your plan daily.Stay on target.
What is a action plan Example?
In some cases, action plans are a communication device that represents an extreme simplification of complex programs and projects. For example, a city might use an action plan to communicate plans to improve a neighborhood with more green space, facilities, living streets and improved train service.
How do you create an action plan template?
How to Write an Action Plan | Best PracticesStep 1: Define your end goal. ... Step 2: List down the steps to be followed. ... Step 3: Prioritize tasks and add deadlines. ... Step 4: Set Milestones. ... Step 5: Identify the resources needed. ... Step 6: Visualize your action plan. ... Step 7: Monitor, evaluate and update.
What is a project action plan?
An Action Plan is a list of tasks that you need to do to complete a simple project or objective. To draw one up, simply list the tasks that you need to complete to deliver your project or objective, in the order that you need to complete them.
What is action item in Salesforce?
Object-specific actions let users quickly create or update records, log calls, send emails, and more, in the context of a particular object.
What is Account Plan in Salesforce?
Strategic account planning is the process of building robust plans to offer proactive management for these strategic accounts to help them in achieving business goals. In this blog, you will also understand the importance of Salesforce Account Planning within your CRM like salesforce.
How do you write a key account plan?
7 step key account plan processAccount Overview. Define all the important information about your client relevant to your account plan.Objectives. What does your client want to achieve and how will success be measured?Solution. ... Action plan. ... Change management. ... Implementation. ... Review.
What is account management in Salesforce?
In Salesforce, an account is a company that you are or were doing business with. Salesforce account types allow you to store data not only about your customers and partners, but also about competitors, investors, resellers and all other parties that you may interact with in your work process.
Reasons to use the Query Plan Tool
Use this tool to check the Query Plan for any SOQL queries that execute slowly. It will provide you with insight on the different plans and should you have some of the filters indexed, provide the cost of using the index compared to a full table scan.
What does it all mean?
The Query Plan Tool will show a list of available plans that our Query Optimizer can use for the query provided and will be arranged by cost ascending.
Indexed field does not appear in the list of plans
If the query you provided contains an Indexed field in the filters, the plan will be shown for that field only if you are using a supported operation against that field.
Examples and how to interpret Query Plan results
The following examples uses 2 indexed fields. A checkbox ( InActiveAcc__c) and a Picklist ( Account_Hierarchy__c) on the Account sObject.
Sign Up for a Developer Edition Org with Health Cloud
To complete this module, you need a special Developer Edition org that contains Health Cloud and our sample data. Get the free Developer Edition and connect it to Trailhead now so you can complete the challenges in this module. Note that this Developer Edition is designed to work with the challenges in this badge, and may not work for other badges.
Set Up Care Team Roles
For April to start using Care Plans, Harryette enables a few permissions in Health Cloud.
Create Multiple Care Plan Record Types
April has a lot of patients with more than one health condition that needs her immediate attention. Her patient Charles Green is diabetic and also needs regular check-ups for spondylitis. It would be helpful for April if she could organize his care into separate care plans.
Enable Care Coordinators to Apply Care Plan Templates
April can add a care plan template even after creating a care plan. For this, Harryette adds the Apply Care Plan Templates button on the highlights panel of the case page.
Hands-on Challenge
You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
