---
title: Action Plans Reviews
meta_title: 'Action Plans Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Action Plans works for a business like yours.
aggregate_rating:
  rating_value: 5.0
  review_count: 1
  scale: '5'
date_modified: '2025-10-30'
parent_category:
  name: Marketplace Apps
  url: https://www.g2.com/categories/marketplace-apps
---

# Action Plans Reviews
**Vendor:** Salesforce Labs  
**Category:** [Salesforce AppExchange Apps](https://www.g2.com/categories/salesforce-appexchange-apps)  
**Average Rating:** 5.0/5.0  
**Total Reviews:** 1
## About Action Plans
Action Plans encapsulates best practices into reusable task templates. An Action Plan can be created for an Account, Opportunity, Contact or Lead. Template tasks can be pre-assigned to a specific individual or assigned to the running user.




## Action Plans Reviews
  ### 1. Good package for the right business case

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jason H. | Senior Salesforce.com Consultant, Information Technology and Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 26, 2017

**What do you like best about Action Plans?**

Repeatable templates for consistent business processes

**What do you dislike about Action Plans?**

Once created the tasks are not linked together, so you can't slip one task and others slip too. Can be a good thing, but just need to understand what it the package does and does not do.

**Recommendations to others considering Action Plans:**

It is a good product to use as a starting point for your org. It is fairly narrow in its focus (all about tasks) and does not reschedule tasks, but if those are well understood and are not blockers, this is a great app. Great documentation on how to use it and install it. Love the export feature!

**What problems is Action Plans solving and how is that benefiting you?**

Service a customer better over a period of time, where things may get forgotten. It really helps with account management functions for sales reps.


## Action Plans Discussions
  - [What is Action Plans used for?](https://www.g2.com/discussions/what-is-action-plans-used-for)

- [View Action Plans pricing details and edition comparison](https://www.g2.com/products/action-plans/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-24+12%3A25%3A11+-0500&secure%5Bsession_id%5D=a54728bd-5450-44ea-8e70-ce6feb094829&secure%5Btoken%5D=e160a68cac58eabc48eef6d1fc8edcb9242d31c841f223f1a3ebe8ee5f592cf2&format=llm_user)

## Action Plans Features
**Agentic AI - Salesforce AppExchange Apps**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making