Action Plan Templates have been upgraded to a fully native Lightning experience.
This update modernizes the interface, improves usability, and aligns Action Plans with standard Salesforce patterns—making them easier to configure, understand, and manage.
And yes—they look a lot better too.
What’s Changed
Action Plan Templates now behave like standard Salesforce records.
Built using Lightning UI, supports Dynamic Forms
Consistent with the rest of the Rethink experience
Replaces the previous Visualforce-based layout
Improved spacing and alignment
Natural language summary around the automation piece
Ability to clone templates and tasks using the native Clone button
What It Looks Like in Practice
The experience is now more dynamic and aligned with standard Salesforce pages, making setup faster and more intuitive:
When you open an Action Plan, you’ll see a cleaner, more modern layout:
How to Enable the New Experience
There are four recommended page layout updates to enable the new experience. These steps must be completed by your System Admin.
While updating layouts, consider:
Removing unused tabs (like Related)
Expanding the main details section for full-width visibility
Using Dynamic Actions to simplify the button layout
Updating Compact Layouts to surface key fields (like Subject)
Edit Action Plan Template Page Layout
Navigate to: App Launcher → Action Plan Templates
Open a template → click Setup → Edit Page
Add a Dynamic Related List – Single component
Select Action Plan Tasks and include fields like:
Subject
Assigned To
Days After
Dependency
Edit Action Plan Task Template Page Layout
Open a task from within a template → click Setup → Edit Page
Adjust layout for better visibility
Add/remove fields as needed
Edit Action Plan Page Layout
Open a record with an Action Plan applied
Click into the Action Plan → Setup → Edit Page
Add a Dynamic Related List – Single for Action Plan Tasks
Include key fields (Subject, Assigned To, Days After, Dependency)
Edit Action Plan Task Page Layout
Open a task from an applied Action Plan
Click Setup → Edit Page
Adjust layout for clarity and usability
If you have questions or need help enabling the new experience, reach out to your System Admin or Rethink Support at support@buildout.com.