Solution Design32% of the exam
Action plan templates, tasks and checklists
When Action Plans are the right Industries common feature, how a Program and Case Management template is built, published and assigned, how tasks are routed, sequenced and dated, how document checklists work, and how templates are cloned and packaged.
Recommend when to use Industries Common Features, such as OmniStudio, Data Processing Engine, Action Plans, and Dynamic Assessments.
~6 min read · 13 practice questions ·
What the exam expects
- Recommend Action Plans over care plans, Data Processing Engine or an Omniscript when the requirement is a repeatable set of owned, dated tasks and documents.
- Build a Program and Case Management template: Industries type, target object, tasks, document checklist items, publish, then assign it to records.
- Route each task to a user, a team role or a queue, order tasks with dependencies, and keep deadlines off nonworking days.
- Reuse templates by cloning and move them between orgs by packaging.
- Key terms: action plan template (the repeatable tasks for one type of engagement, set up once); action plan (a run-time instance generated from the template for each engagement); document checklist item (a document to track and approve, used with Action Plans); Action Plan Template Assignment (associates a published template with a record); prerequisite task (a task that must finish before its successor starts).
Key facts
Template vs plan
- Detail
- Set up a template once; generate a plan per engagement
Program and Case Management type
- Detail
- Industries
Custom objects
- Detail
- Supported when Activities is enabled
Published template
- Detail
- Can't be edited
Checklist prerequisite
- Detail
- Document types exist before checklist items are added
Default task owner
- Detail
- Action Plan Creator in Assigned To
Dependency limits
- Detail
- 3 prerequisites, 10 successors, 24 dependencies in a sequence
Skip Nonwork Days for Tasks
- Detail
- Chosen when the plan is created
Packaged template
- Detail
- Clone it after install and use the copy
Sources for this section (6)
- Create Action Plan Templateshelp.salesforce.com (opens in a new tab)
- Track Tasks and Documentshelp.salesforce.com (opens in a new tab)
- Action Planshelp.salesforce.com (opens in a new tab)
- Task Dependencieshelp.salesforce.com (opens in a new tab)
- Create Action Planshelp.salesforce.com (opens in a new tab)
- Copy and Distributehelp.salesforce.com (opens in a new tab)
- Which owner does a new template task get by default in Program and Case Management?
- How is a task's due date set?
- Why should you be careful about how many task dependencies a template has?
- When can you change Assigned To on a dependent task?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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