--- schema_version: "1" id: 7f1e2d9c109077f03f9ed9c4030f0fd54fefd818989c11e19a057884ae7a5b9c title: ActionPlan collection: legacydeveloper version: current locale: en-us portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/object_reference/sforce_api_objects_actionplan.md canonical_url: https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_actionplan.htm source_site: developer.salesforce.com content_type: documentation content_hash: 0c59909320a699ef50383dc75a66342855c023c1c10034c7b2cff1a2bd089126 description: Represents the instance of an action plan, a set of tasks created from an action plan template. This object is available in API version 44.0 and later. --- # ActionPlan Represents the instance of an action plan, a set of tasks created from an action plan template. This object is available in API version 44.0 and later. ## Supported Calls create()delete()describeLayout()describeSObjects()getDeleted()getUpdated()query()retrieve()undelete()update()upsert() ## Special Access Rules The user must have “Edit” permissions on ActionPlan records in order to create or update action plans line. The user must have “Edit” permissions on ActionPlan records to delete an action plan. Some of the fields are available when Subscription Management is enabled. ## Fields | Field Name | Details | | --- | --- | | ActionPlanState | Type picklist Properties Create, Defaulted on create, Filter, Group, Sort, Update Description The status of work being done for the action plan. Possible values are: - Canceled - Complete - In Progress - Not Started The default value is Not Started. | | ActionPlanTemplateVersionId | Type reference Properties Create, Filter, Group, Sort Description The ID of the version of the action plan template used to create this action plan. At creation, the referenced action plan template must be in the published state. | | ActionPlanType | Type picklist Properties Create, Filter, Group, Restricted picklist, Sort Description The action plan’s type. Possible values are: - Industries - Sales—This value is available in API version 63.0 and later with the Sales Action Plans add-on license and the Sales Action Plans default permission set. - Service | | IsLocked | Type boolean Properties Defaulted on create, Filter, Group, Sort Description Indicates whether the action plan is locked or not. | | IsUsingHolidayHours | Type boolean Properties Create, Defaulted on create, Filter, Group, Sort Description Indicates whether task completion dates have been calculated by incrementing the task offset for each non-work day, excluding recurring holidays. | | LastReferencedDate | Type dateTime Properties Filter, Nllable, Sort Description The most recent date on which a user referenced this record. | | LastViewedDate | Type dateTime Properties Filter, Nillable, Sort Description The most recent date on which a user viewed this record. | | MayEdit | Type boolean Properties Defaulted on create, Filter, Group, Sort Description Indicates whether the action plan can be edited or not. | | Name | Type string Properties Create, Filter, Group, idLookup, Sort, Update Description The name of the action plan. | | OwnerId | Type reference Properties Create, Defaulted on create, Filter, Group, Sort, Update Description The ID of the user who owns this record. | | ProcessType | Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Specifies the processing type that determines the default logic for downstream action plans. | | StartDate | Type date Properties Create, Default on create, Filter, Group, Sort Description The start date of the action plan. | | TargetId | Type reference Properties Create, Filter, Group, Nillable, Sort Description The ID of the parent object record that relates to this action plan. For API version 63.0 and later, supported parent objects are Account, AccountPlanObjective, Applicant, ApplicationForm, ApplicationFormProduct, Asset, BusinessLicense, BusinessMilestone, Campaign, Case, ChangeRequest, Claim, Contact, Contract, FinancialGoal, Incident, InsurancePolicy, InsurancePolicyCoverage, Lead, Opportunity, PersonLifeEvent, Problem, ResidentialLoanApplication, WorkOrder, and WorkOrderLineItem. For API version 62.0 and later, supported parent objects are ApplicationFormEvaluation and VettingEvaluation. For API version 48.0 and later, supported parent objects are Account, AssetsAndLiabilities, BusinessMilestone, Campaign, Card, Case, Claim, Contact, Contract, Financial Account, Financial Goal, Financial Holding, InsurancePolicy, InsurancePolicyCoverage, Lead, Opportunity, PersonLifeEvent, ResidentialLoanApplication, and Visit as well as custom objects with activities enabled. For API version 47.0 and later, supported parent objects are Account, BusinessMilestone, Campaign, Case, Claim, Contact, Contract, InsurancePolicy, InsurancePolicyCoverage, Lead, Opportunity, PersonLifeEvent, and Visit as well as custom objects with activities enabled. For API version 46.0 and later, supported parent objects are Account, Campaign, Case, Contact, Contract, Lead, and Opportunity as well as custom objects with activities enabled. For API version 45.0 and earlier, the only supported parent object is Account. | | Version | Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The number used to track updates and revisions to the action plan template or plan. | ## Associated Objects This object has the following associated objects. Unless noted, they are available in the same API version as this object. [ActionPlanChangeEvent](https://developer.salesforce.com/docs/atlas.en-us.264.0.object_reference.meta/object_reference/sforce_api_associated_objects_change_event.htm) Change events are available for the object. [ActionPlanFeed](https://developer.salesforce.com/docs/atlas.en-us.264.0.object_reference.meta/object_reference/sforce_api_associated_objects_feed.htm) Feed tracking is available for the object. [ActionPlanHistory](https://developer.salesforce.com/docs/atlas.en-us.264.0.object_reference.meta/object_reference/sforce_api_associated_objects_history.htm) History is available for tracked fields of the object. [ActionPlanOwnerSharingRule](https://developer.salesforce.com/docs/atlas.en-us.264.0.object_reference.meta/object_reference/sforce_api_associated_objects_ownersharingrule.htm) Sharing rules are available for the object. [ActionPlanShare](https://developer.salesforce.com/docs/atlas.en-us.264.0.object_reference.meta/object_reference/sforce_api_associated_objects_share.htm) Sharing is available for the object.