ActionAutoAllocateSuccessPlan
Automatically allocates the best-matched resources to one or more Success Plans using the configured allocation methodology.
| Property | Value |
|---|
| Label | Auto-Allocate Resources to Success Plans |
| Category | Resource Management |
| Since | May 2025 |
| Read-only | No |
| Supports Agents | Yes |
| Supports Flows | Yes |
| Async Action | No |
| Keywords | — |
Request Parameters
| Field | Type | Label | Description | Required |
|---|
SuccessPlanId | Id | Success Plan ID | The Success Plan ID on which auto-allocation is to be performed. | Yes |
Response Parameters
| Field | Type | Label | Description | Required |
|---|
IsSuccess | Boolean | IsSuccess | Indicates whether the auto-allocation was successfully completed. | No |
SuccessPlan | Success_Plan__c | Success Plan | The Success Plan details on which auto-allocation is performed. | Yes |
ErrorString | String | Error | Stores exception messages that occur when executing methods from AutoAllocateService. | No |
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