Action Plans versus care plans and Flow Orchestration for multistep processes
Key Takeaway
Use an action plan for tasks on a record, a care plan for one patient's care, and Flow Orchestration when work must pass between users in different departments in a fixed order.
Action plans, care plans, and Flow Orchestration all model a multistep process, but each solves a different problem. An action plan is a template-driven set of tasks for a business process on a record. A care plan organizes a patient's problems, goals, and interventions. An orchestration coordinates a series of flows across different users, departments, and systems. A good future state design matches the process to the right one.
Action plans
An action plan defines the tasks and other items needed to complete a business process, such as handling a patient intake or scheduling a visit. You can create action plans for account, campaign, case, contact, contract, lead, and opportunity records, and for custom objects.
Each action plan comes from an action plan template. The template's "Action Plan Type" field names the process the template supports. The "Target Object" field names the object that is updated when a user launches the action plan.