Action Plan Framework Data Model

Data model diagram for Net Zero Cloud Overview

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Customizable Lucidchart template (Note: May not reflect the most current version of the data model.)

Entities and relationships involved with Action Plan Setup and Execution – for capturing and automating repeatable tasks into reusable task templates.

Action Plan, Action Plan Item, Action Plan Item Dependency, Action Plan Template, Action Plan Template Item, Action Plan Template Item Assessment Indicator, Action Plan Template Item Dependency, Action Plan Template Item Value, Action Plan Template Version, Assessment Indicator Definition, Assessment Task, Document Checklist Item, Event, Generic Visit Task, Item Record, Record Action, Recurrence Schedule, Target Record, Task

See Salesforce Data Model Notation.