Procedure Plan Definition By ID (GET, PATCH, DELETE)

Get, update, or delete a procedure plan definition record by using the record ID.

Resource 

1/connect/procedure-plan-definitions/{procedurePlanDefinitionId}

The procedurePlanDefinitionId property value is the ID or name of the procedure plan definition record to perform the request for.

Resource Example 

1https://{yourInstance}.salesforce.com/services/data/v68.0/connect/procedure-plan-definitions/{1FNxx0000004EsOGAU}

Available Version 

62.0

HTTP Methods 

DELETE, GET, PATCH

You can delete a procedure plan definition only if it doesn’t include any active procedure plan version.

Response Body for GET 

Procedure Plan Definition

Request Body for PATCH 

JSON Example

This example shows a sample request to update a procedure plan definition by using the Procedure Plan Definition By ID (PATCH) API.

1{
2  "description": "Default definition patch update",
3  "developerName": "Quote_Definition",
4  "name": "Quote_Definition",
5  "primaryObject": "Quote",
6  "recordId": "1FNxx0000004EsOGAU"
7}

Note: The properties that aren’t specified in the input are deleted when updating the record.

Properties

NameTypeDescriptionRequired or OptionalAvailable Version
descriptionStringDescription of the procedure plan definition.Optional62.0
developer​NameStringDeveloper name of the procedure plan definition.Required if you’re invoking the Procedure Plan Definitions API (POST).62.0
nameStringName of the procedure plan definition.Optional62.0
primary​ObjectStringSource object that’s used to create a procedure with rule-based criteria. This property value must be a valid object name and must be unique in the ProcedurePlanDefinition object.Required if you’re invoking the Procedure Plan Definitions API (POST) and if you’re creating a procedure with rule-based criteria.62.0
procedurePlan​Definition​VersionsProcedure Plan Definition Version Input[]List of versions of a procedure plan definition.Required62.0
processTypeStringSpecifies the business processes that need a procedure plan for each sObject and definition. Valid values are Billing, DRO, DeepClone, ProductDiscovery, or Revenue Cloud. These values can be used based on the available license. If unspecified, the value is set to Default.Required63.0
recordIdStringID of the procedure plan definition record.Required if you’re invoking the Procedure Plan Definition By ID API (PATCH).62.0
subTypeStringSpecifies the vertical or cloud-specific subclassification for the procedure plan definition.Optional68.0

Response Body for PATCH 

Procedure Plan Definition