ActionPlanTemplate | Object Reference for Salesforce and Lightning Platform

Supported Calls

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

Fields

Field Name	Details
ActionPlanType	Type picklist Properties Create, Defaulted on create, Filter, Group, Restricted picklist, Sort Description The action plan template’s type. Possible values are: Industries Visit Execution
Description	Type textarea Properties Create, Filter, Group, Nillable, Sort, Update Description The description of this action plan template.
IsAdHocItemCreationEnabled	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether users can add tasks or other items to generated action plans.
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 The name of this action plan template.
OwnerId	Type reference Properties Create, Defaulted on create, Filter, Group, Sort, Update Description The ID of the user who owns this action plan template.
TargetEntityType	Type picklist Properties Create, Defaulted on create, Filter, Group, Restricted picklist, Sort Description The parent object this action plan template relates to. For API Version 48 and higher, possible values are: `Account` `Business Milestone` `Campaign` `Case` `Claim` `Contact` `Contract` `Assets and Liabilities` `Card` `Financial Account` `Financial Goal` `Financial Holding` `Insurance Policy` `Insurance Policy Coverage` `Lead` `Opportunity` `Person Life Event` `Residential Loan Application` `Visit` For API version 47 and later, supported parent objects are Account, BusinessMilestone, Campaign, Case, Claim, Contact, Contract, InsurancePolicy, InsurancePolicyCoverage, Lead, Opportunity, PersonLifeEvent, and Visit as well as custom objects with activities enabled. 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. For API version 45 and earlier: the only supported parent object is Account.
UniqueName	Type string Properties Create, Filter, Group, Sort, Update Description The unique name for this action plan template. This field is unique within your organization.

Associated Objects

This object has the following associated objects. Unless noted, they are available in the same API version as this object.

ActionPlanTemplateOwnerSharingRule: Sharing rules are available for the object.
ActionPlanTemplateShare: Sharing is available for the object.