Pro+Activities
Create appointment, case, task, and call activities from templates in Salesforce Platform.
Prompt SoftechFree
Automate Activities
by Salesforce LabsSalesforceFree
Creates and tracks Salesforce Events and Tasks from configurable activity plans through Flow automation.
PRICINGFree
DEPLOYMENTCloud
CATEGORYProductivity
UPDATED ON MARKETPLACE
What it does
Creates lists of Events and Tasks from an activity plan configured once by a user. The plan can be used through Flow automation to create activities related to processes such as account onboarding, opportunity pipeline work, and case or chat disposition.
Key capabilities
from the Salesforce AppExchange listingCreate record activities
Creates Events and Tasks from configured activity plans.
Track activities
Tracks activities associated with records and processes.
Manage activity plans
Builds and manages record-level templates containing activities such as meetings and account planning.
Use cases
- An account onboarding process can use an activity plan for tasks such as meeting stakeholders and creating an account plan.
- Opportunity pipeline work and case or chat disposition can use plans to create related activities through Flow automation.
How it compares
Automate Activities uses record-level activity plans with Flow automation to create Events and Tasks for processes. Pro+Activities defines templates for appointments, cases, tasks, and logged calls tied to specific object records. The listings therefore differ in both the activity types described and the workflow used to create them.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Free | Cloud | |
| Events | Paid | Cloud | |
| Pro+Activities | Free | Cloud |
In the catalog
642 plugins in Salesforce Platform · Productivity
Price distribution: 308 free, 63 freemium, 271 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free
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What the vendor says
«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 …»