Action Plans versus care plans for repeatable task sets
Key Takeaway
An action plan is a set of tasks tied to one record for one process. A care plan places interventions under a patient's problems and goals, and it builds those interventions from action plan templates.
Action plans and care plans both turn repeatable work into tasks in Agentforce Health, but they are built for different jobs. An action plan is a reusable set of tasks that moves a record through a business process, such as patient intake or a referral. A care plan, built with Integrated Care Management, organizes a patient's care. To customize Agentforce Health for a customer, you need to know which job the customer's design describes and how the two features connect.
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.
Action plans come from action plan templates. You set common details on the template once, such as name, priority, and duration. After you add all its items, you click "Publish Template", because a template must be published before use. Each time an action plan is created from the template, those details are copied into Action Plan, Action Plan Item, and Task records.