Account Plan template actions for new account creation

This video gives an overview of the Account Plan template actions for when a new account is created. To learn more about how to set this flow up in your organization please use the following set of instructions: https://help.salesforce.com/articleView?id=000356211&type=1&mode=1.

NOTE: We are in the process of updating our videos. Any mention of the “Salesforce Anywhere” product in this training resource refers to the Quip product.