ActionPlanTemplate | Object Reference for the Salesforce 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 (`true`) or not (`false`).
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, Group, Restricted picklist, Sort Description The parent object this action plan template relates to. Possible values are organized by the API version in which they were introduced. Values are available in all versions after introduction unless noted otherwise. API Version 62.0 and later with Financial Services: `AccountPlanObjective` `FinancialDeal` `PartyProfile` API Version 62.0 and later with Public Sector Solutions: `ApplicationFormEvaluation` `VettingEvaluation` API version 60.0 and later with Education Cloud `ProgramEnrollment` API version 58.0 and later with Health Cloud `CareBarrier` API version 58.0 and later with Nonprofit Cloud: `Benefit` `Program` API Version 58.0 and later with Public Sector Solution and Education Cloud: `ApplicationDecision` `ApplicationReview` `Benefit` `Program` API Version 56.0 and later with Automotive Cloud: `Account` `Asset` `Asset Account Participant` `Asset Contact Participant` `Asset Milestone` `Fleet` `Lead` `Opportunity` `Record Alert` `Vehicle` `Case` `Claim` `Contact` API Version 58.0 and later with Grantmaking: `ApplicationDecision` `ApplicationReview` `Benefit` `Budget` `BudgetAllocation` `CareBarrier` `FundingAward` `FundingAwardAmendment` `FundingAwardRequirement` `FundingDisbursement` `FundingOpportunity` `Program` API Version 52.0 and later: `BusinessLicenseApplication` `IndividualApplication` `PublicComplaint` `RegulatoryCodeViolation` `ViolationEnforcementAction` API Version 47.0 and later: `BusinessMilestone` `Claim` `InsurancePolicy` `InsurancePolicyCoverage` `PersonLifeEvent` `Visit` API Version 46.0 and later: `Campaign`—Unsupported for Grantmaking. `Case` `Contact` `Contract` `Lead` `Opportunity` `Custom objects with activities enabled` API Version 44.0 and later: 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.