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ActionPlan

Life Sciences Cloud fields extend the standard ActionPlan object to represent the instance of an action plan.

The ActionPlan object and its fields are used by the Key Account Management and the Provider Engagement Compliance feature areas. This topic only lists the fields used in Key Account Management. To learn about the fields that are used in Provider Engagement Compliance, see the ActionPlan object documentation in the Provider Engagement Compliance section.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), undelete(), update(), upsert()

Fields

CompletedPercentage

  • Type: percent
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The percentage of the action plan that has been completed.

SourceSystemIdentifier

  • Type: string
  • Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
  • Description: The identifier of the record in the source system.

SourceSystemName

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The name of the system from which data is loaded into this object.

SprintId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The sprint which tracks the action plan.

    This field is a relationship field.

  • Relationship Name: Sprint
  • Refers To: Sprint

StatusCode

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: Specifies the current status of the action plan.
  • Possible values:
    • Canceled
    • Completed
    • In Progress
    • Not Started
    • Restarted

TargetReferenceRecordId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The reference record associated with the action plan.

    This field is a polymorphic relationship field.

  • Relationship Name: TargetReferenceRecord
  • Refers To: CareProgram, Visit

Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

ActionPlanChangeEvent
Change events are available for the object.
ActionPlanFeed
Feed tracking is available for the object.
ActionPlanShare
Sharing is available for the object.