What is the Fingertip Plan Object?



Think of a place where you can tuck every item you need. You can then arrange them as you wish or see those items in various different viewing options according to your need. To explain it simply, Fingertip Plans is a smart and flexible folder. Let’s take a closer look.

Things you can do with Fingertip Plans:

  • Create a visual list of items which you can prioritize, categorize and discuss
  • Link any Fingertip or Salesforce record to be shown on one page, one entity
  • Involve the right stakeholders using the RACI model and gain accountability
  • Customize the process, columns or content shown and create a dynamic view
  • Use for Projects, Meetings, Portfolios or your own business process

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