Update API Implementations of Action Plans

Before API version 46, Action Plans only supported the Account object. If you implemented Action Plans using automation, TargetId was the ID of the Account record that relates to an action plan.

Starting in API version 46, Action Plans supports multiple target objects, including Account, Campaign, Case, Contact, Contract, Lead, Opportunity, and more. You can also use Action Plans with custom objects that have activities enabled. This enhancement means that TargetId is now a polymorphic field key. Use TargetEntityType to determine the type of object the action plan template is based on. Then use TargetId to look up the record in the appropriate object’s table.

Before version 47, Action Plan Templates could only contain task items. Starting in API version 47, Action Plan Templates can contain a mix of task, document checklist, and assessment task items. Task triggers that use API version 46 or less can fail if triggered by an Action Plan Template that contains different types of items. Solve this by upgrading task triggers to API version 47 or greater, or making sure that Action Plan Templates only contain one type of item.

You can’t customize the ActionPlanTemplate object. Any updates to the object fields via the UI are applicable only to the local org and can’t be retrieved by using Metadata APIs.