Standard objects behind action plan templates
Key Takeaway
"Is Required" (mandatory) and "Display Order" (sequence) are set on the Action Plan Template Item, which is the record that places one task in a template. They are not set on the task definition or on the template itself.
An action plan template is a reusable list of store tasks. A sales manager builds it once and applies it to many store visits, so no one has to add tasks to each visit by hand. In Agentforce Consumer Goods, the template is built on standard Salesforce objects. Consumer Goods objects, such as Assessment Task Definition, supply the tasks that go into it.
The four standard objects
Four standard objects sit behind action plan templates:
- Action Plan Template
- Action Plan Template Version
- Action Plan Template Item
- Action Plan Template Value
Unlike these four, the objects the template works with are Consumer Goods objects, not standard objects. Examples are Retail Store, Retail Location Group, Retail Store KPI, Assessment Indicator Definition, and Assessment Task Definition.
StoreActionPlanTemplate associates an action plan template with a store. Despite its name, StoreActionPlanTemplate is a Consumer Goods object and not one of the four standard template objects.