Automate Activities

This app helps create a list of activities, including Events and Tasks based on the one-time configuration. An activity plan is a template consisting of a list of activities like Meeting with Stakeholders, Creating an Account Plan, etc. to be completed as part of the Process like Account Onboarding, Opportunity Pipeline, and Case/Chat disposition. An activity Plan is a record-level plan configured once by the User and can be used in creating the activities related to the process through Flow automation.