Action Plan Framework Data Model

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

Data model diagram for Action Plan Framework

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Customizable Lucidchart Template

Entities/Objects Included

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

More Info

Action Plans

How Do I Read These Diagrams?

See Salesforce Data Model Notation.