Action Plans Data Model

Here’s the Action Plans data model.

The types of items that can be included in an action plan template and its generated action plans include:

• Document Checklist Item (available when Financial Account is the target object)
• Task

Note Some Salesforce products support additional action plan item types.

Target objects are:

• Account (applicable to both Person Accounts and Business Accounts)
• Asset Account Participant
• Asset Contact Participant
• Asset Milestone
• Assets and Liabilities
• Benefit
• Benefit Assignment
• Business License Application
• Business Milestone
• Campaign
• Card
• Care Plan
• Case
• Claim
• Contact
• Contract
• Emergency Request
• Financial Account
• Financial Deal
• Financial Goal
• Financial Holding
• Fleet
• Goal Assignment
• Individual Application
• Insurance Policy
• Insurance Policy Coverage
• Lead
• Opportunity
• Person Life Event
• Preliminary Application Reference
• Program
• Public Complaint
• Record Alert
• Regulatory Code Violation
• Residential Loan Application
• Violation Enforcement Action
• Vehicle
• Vlocity Scheduled Job
• Custom objects that have activities enabled

In an action plan template, assign each task or other item to a person, a role, a queue, or the action plan creator. When creating templates with the UI, the plan creator becomes the plan owner. When creating templates using the API, you can designate a plan owner different from the plan creator.