ActionPlanItem

Represents the instance of an action plan item.This object is available in API version 44.0 and later.

Supported Calls

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

Fields

Field Name Details
ActionPlanId
Type
reference
Properties
Create, Filter, Group, Sort
Description

The ID of the action plan that this item belongs to.

ActionPlanTemplateItemId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort
Description

The ID of the action plan template item this item was created from.

IsLocked
Type
boolean
Properties
Defaulted on create, Filter, Group, Sort
Description

Indicates whether this action plan item is locked or not. The default value is false.

IsRequired
Type
boolean
Properties
Create, Defaulted on create, Filter, Group, Sort
Description

Indicates whether this action plan item is required or not.

ItemEntityType
Type
picklist
Properties
Filter, Group, Nillable, Restricted picklist, Sort
Description

The type of object used with the item. This field is available in API version 61.0 and later.

Possible values are:
  • AssessmentTask—Assessment Task
  • DocumentChecklistItem—Document Checklist Item
  • Event-Available only with sales action plans in API version 63.0 and later with the Sales Action Plans add-on license and the Sales Action Plans default permission set.
  • GenericVisitTask—Generic Visit Task
  • OtherComponentTask—Other Component Task
  • RecordAction
  • SignatureTask—Signature Task
  • Task
ItemId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort
Description

The ID of the record created by this action plan item. This field is a polymorphic relationship field.

Relationship Name
Item
Refers To
DocumentChecklistItem, Event, RecordAction, Task
ItemState
Type
picklist
Properties
Create, Filter, Group, Restricted picklist, Sort, Update
Description

The action plan item’s work state.

Possible values are:
  • Canceled
  • Completed
  • Deleted
  • In Progress
  • Pending
Name
Type
string
Properties
Create, Filter, Group, idLookup, Sort, Update
Description

The name of this action plan item.

Associated Objects

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

ActionPlanItemChangeEvent
Change events are available for the object.
ActionPlanItemFeed
Feed tracking is available for the object.
ActionPlanItemHistory
History is available for tracked fields of the object.
ActionPlanItemOwnerSharingRule
Sharing rules are available for the object.
ActionPlanItemShare
Sharing is available for the object.