---
schema_version: "1"
id: 19dceaee4aa8c2438ffcd7add5d805288decbecbcb7e41b04bdce6eb8e44254f
title: Action Plans Data Model
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_action_plans_data_model.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_data_model.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 75fb3ae9e38d3945a7cf7e2d64b91654cda9d57b9f6e93c5a9c181f0e9156e13
description: You can create an action plan template and its generated action plans for various objects, depending on the products and licenses available in your org. You can also create them for custom objects that have Activities enabled.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Action Plans Data Model

You can create an action plan template and its generated action plans for various objects, depending on the products and licenses available in your org. You can also create them for custom objects that have Activities enabled.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Automotive Cloud, Consumer Goods Cloud, Education Cloud, Financial Services Cloud, Government Cloud with Lightning Scheduler, Health Cloud, Manufacturing Cloud, Nonprofit Cloud, and Public Sector Solutions. <a href="https://help.salesforce.com/s/articleView?id=action_plans_editions_permissions.htm&amp;language=en_US" target="_blank">View edition availability</a>.</td></tr></tbody></table>

Here’s the Action Plans data model.

![Action Plans Data Model Diagram](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-action_plans-264-0-0-production-enus/29c492f2-3531-419b-8e38-3287aed60d43/resources-product/images/feature_action_plans/action_plans_data_model.png)

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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-action_plans-264-0-0-production-enus/29c492f2-3531-419b-8e38-3287aed60d43/images/icon_note.png)

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
- Contact Contact Relationship
- Contract
- Emergency Request
- Financial Account
- Financial Deal
- Financial Goal
- Financial Holding
- Fleet
- Goal Assignment
- Individual Application
- Insurance Policy
- Insurance Policy Coverage
- Interaction
- Job Position
- Lead
- Opportunity
- Person Education
- Person Life Event
- Position
- Preliminary Application Reference
- Program
- Public Complaint
- Record Alert
- Recruitment Requisition
- 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.

![Conceptual diagram showing the relationship between Action Plan Templates, Action Plans, and Salesforce tasks.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-action_plans-264-0-0-production-enus/29c492f2-3531-419b-8e38-3287aed60d43/action_plans/images/action_plans_conceptual.png)