GenOpPlanRequest | Object Reference for the Salesforce Platform

Each request is stored as record data. We support all delete operations at the record or bulk level. For example, you can use Bulk API 2.0 to delete multiple records in Marketing Cloud Next.

Supported Calls

delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), undelete()

Special Access Rules

To access this object, you must have the Service Planner Access add-on license.

Fields

Field Name	Details
CopilotId	Type reference Properties Filter, Group, Sort, Nillable Description (Optional) The ID of the Einstein Copilot associated with the plan request. This field is a relationship field. Relationship Name Copilot Refers To GenAiPlannerDefinition
CopilotName	Type string Properties Filter, Group, Sort, Nillable Description (Optional) The name of the Einstein Copilot associated with the plan request.
ErrorCode	Type picklist Properties Filter, Group, Nillable, Restricted picklist, Sort Description (Optional) The standard error code when plan generation fails. Possible values are: `AgentNotActive` `AgentNotFound` `CaseGroundingNotEnabled` (Service AI Grounding isn’t enabled) `InstructionsOrActionsNotFound` `InsufficientData` `InvalidRecordId` `NoEligibilityDefined` (No eligibility criteria defined) `NotEligible` `RagConfigurationError` `StepSummaryEmpty` `TopicIdNotFound` `TopicNotFound` `Unknown`
ErrorMessage	Type string Properties Filter, Group, Sort, Nillable Description (Optional) The error message when plan generation fails.
LlmModelName	Type string Properties Filter, Group, Sort, Nillable Description (Optional) The name of the large language model used for plan generation. The maximum length is 80 characters.
LlmProviderName	Type string Properties Filter, Group, Sort, Nillable Description (Optional) The name of the LLM provider. The maximum length is 80 characters.
Name	Type string Properties Autonumber, Defaulted on create, Filter, idLookup, Sort Description (Required) The auto-generated name of the generated operation plan request.
ParentId	Type reference Properties Filter, Group, Sort Description (Required) The ID of the service plan parent record. This field is a polymorphic relationship field. Relationship Name Parent Relationship Type Master-detail Refers To Case, Incident, MessagingSession, Opportunity (the master object)
PromptTemplateDevName	Type string Properties Filter, Group, Sort, Nillable Description (Optional) The developer name of the prompt template used for plan generation. The maximum length is 80 characters.
PromptTemplateVersionNo	Type int Properties Filter, Group, Sort, Nillable Description (Optional) The version number of the prompt template.
Reason	Type picklist Properties Defaulted on create, Filter, Group, Restricted picklist, Sort Description (Required) The reason why plan generation failed or returned no steps. Possible values are: `CannotGeneratePlan` `NoEligibilityConfig` (no eligibility criteria set) `None` (default) `NoPlanGenerated` PlanEmpty `PlanEmptyInsufficientData` `RagConfigurationError` `ThresholdError` (eligibility not met for unknown reason) `ThresholdNotMet`
RequestSource	Type picklist Properties Filter, Group, Nillable, Restricted picklist, Sort Description (Optional) The source where the plan request originated. Possible values are: `CASE` `EINSTEIN_LEX` (Einstein Chat LEX component) `INCIDENT`
RequestType	Type picklist Properties Defaulted on create, Filter, Group, Restricted picklist, Sort Description (Required) The type of service plan request. Possible values are: `Close` `Generation` `Summary` (default)
Status	Type picklist Properties Defaulted on create, Filter, Group, Restricted picklist, Sort Description (Required) The status of the plan generation request. Possible values are: `Error` `Incomplete` `InProgress` (default) `Success`
Utterance	Type textarea Properties Nillable Description (Optional) The natural language input or prompt used for plan generation. The maximum length is 32,000 characters.