ActionPlan

Represents the instance of an action plan, a set of tasks created from an action plan template.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), undelete(), update(), upsert()

Fields

Field Name	Details
ActionPlanState	Type picklist Properties Create, Defaulted on create, Filter, Group, Sort, Update Description The action plan’s state. Default values are Not Started, In Progress, Canceled, and Completed.
ActionPlanTemplateVersionId	Type reference Properties Create, Filter, Group, Sort Description The ID of the version of the action plan template used to create this action plan. At creation, the referenced action plan template must be in the published state.
ActionPlanType	Type picklist Properties Create, Filter, Group, Restricted picklist, Sort Description The action plan’s type. Always set to Industries.
IsUsingHolidayHours	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort Description Indicates that task completion dates have been calculated by incrementing the task offset for each non-work day, excluding recurring holidays.
LastReferencedDate	Type dateTime Properties Filter, Nillable, Sort Description The most recent date on which a user referenced this record.
LastViewedDate	Type dateTime Properties Filter, Nillable, Sort Description The most recent date on which a user viewed this record.
Name	Type string Properties Create, Filter, Group, Sort, Update Description Name of the action plan.
OwnerId	Type reference Properties Create, Defaulted on create, Filter, Group, Sort, Update Description The ID of the user who owns this record.
StartDate	Type date Properties Create, Defaulted on create, Filter, Group, Sort Description The start date of this action plan.
TargetId	Type reference Properties Create, Filter, Group, Nillable, Sort Description The ID of the parent object record that relates to this action plan. For API version 46 and later, supported parent objects are Account, Campaign, Case, Contact, Contract, Lead, and Opportunity as well as custom objects with activities enabled. (In API version 45 and earlier: the ID of the parent Account record that relates to this action plan.)

Object Reference for Salesforce and Lightning Platform

ActionPlan

Supported Calls

Fields