Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

Action Plan Template Items Input

Input representation for an Action Plan record.

JSON example

1{
2   "targetId":”07rS60000004CAUIA2",
3   “name”:”Goal Assignment Action Demo”,
4   "excludedItems":{
5      "records":[
6         “0PJS60000004CA1OAM”
7      ]
8   },
9   "updateableItems":{
10      "tasks":{
11         "records":[
12            {
13               "id":"BSHS60000004CA1OQA",
14               "subject":"Onboarding Mandatory Training",
15               "dueDate":"30-01-2022",
16               "status":"Completed",
17               "priority":"High",
18               "comment":"Mandatory trainings for the new hires",
19               "assignedTo":"0YwS60000004IByKAM"
20            }
21         ]
22      }
23   },
24   "adhocItems":{
25      "tasks":{
26         "records":[
27            {
28               "subject":"Salesforce Platform Basics Training",
29               "dueDate":"20-02-2023",
30               "status":"In Progress",
31               "priority":"Normal",
32               "comment":"Learn the Salesforce Platform basics",
33               "assignedTo":"0BsS60000004IByRAM",
34               "isRequired":"False"
35            }
36         ]
37      }
38   }
39}

Properties

Name	Type	Description	Required or Optional	Available Version
`adhocItems`	Action Plan Item Tasks Input	Details of the action plan items to be created. Applicable only when the `shouldAllowOverride` is set to true. Note	Optional	57.0
`excludedItems`	String[]	IDs of the action plan items to be removed. Applicable only when the `shouldAllowOverride` is set to true. Note	Optional	57.0
`name`	String	Name of the action plan.	Required	57.0
`targetId`	String	Target ID of the action plan.	Required	57.0
`updateableItems`	Action Plan Item Tasks Input	Action plan items to be updated. Applicable only when the `shouldAllowOverride` is set to true. Note	Optional	57.0

Public Sector Developer Guide

Action Plan Template Items Input