| ActionPlanState |
- Type
- picklist
- Properties
- Create, Defaulted on create, Filter, Group, Sort,
Update
- Description
-
The status of work being done for the action
plan.
- Possible values are:
- Canceled
- Complete
- In
Progress
- Not
Started
- The default value is Not
Started.
|
| 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.
- Possible values are:
- Industries
-
Sales—This value is available in
API version 63.0 and later with the Sales Action
Plans add-on license and the Sales Action Plans
default permission set.
- Service
|
| IsLocked |
- Type
- boolean
- Properties
- Defaulted on create, Filter, Group, Sort
- Description
-
Indicates whether the action plan is locked or
not.
|
| IsUsingHolidayHours |
- Type
- boolean
- Properties
- Create, Defaulted on create, Filter, Group, Sort
- Description
-
Indicates whether task completion dates have been
calculated by incrementing the task offset for each
non-work day, excluding recurring holidays.
|
| LastReferencedDate |
- Type
- dateTime
- Properties
- Filter, Nllable, 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.
|
| MayEdit |
- Type
- boolean
- Properties
- Defaulted on create, Filter, Group, Sort
- Description
-
Indicates whether the action plan can be edited or
not.
|
| Name |
- Type
- string
- Properties
- Create, Filter, Group, idLookup, Sort, Update
- Description
-
The 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, Default on create, Filter, Group, Sort
- Description
-
The start date of the 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 63.0 and later, supported parent
objects are Account, AccountPlanObjective,
Applicant, ApplicationForm, ApplicationFormProduct,
Asset, BusinessLicense, BusinessMilestone, Campaign,
Case, ChangeRequest, Claim, Contact, Contract,
FinancialGoal, Incident, InsurancePolicy,
InsurancePolicyCoverage, Lead, Opportunity,
PersonLifeEvent, Problem,
ResidentialLoanApplication, WorkOrder, and
WorkOrderLineItem.
For API version 62.0 and later, supported parent
objects are ApplicationFormEvaluation and
VettingEvaluation.
For API version 48.0 and later, supported parent
objects are Account, AssetsAndLiabilities,
BusinessMilestone, Campaign, Card, Case, Claim,
Contact, Contract, Financial Account, Financial
Goal, Financial Holding, InsurancePolicy,
InsurancePolicyCoverage, Lead, Opportunity,
PersonLifeEvent, ResidentialLoanApplication, and
Visit as well as custom objects with activities
enabled.
For API version 47.0 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 46.0 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 45.0 and earlier, the only supported
parent object is Account.
|
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