ActionCSPFO
Creates success plans from opportunities.
| Property | Value |
|---|
| Label | Create Success Plan from Opportunity |
| Category | Success Management |
| Since | Spring 2025 |
| Read-only | No |
| Supports Agents | Yes |
| Supports Flows | Yes |
| Async Action | No |
| Keywords | — |
Request Parameters
| Field | Type | Label | Description | Required |
|---|
SuccessPlanName | String | Success Plan Name | The name of the success plan. | Yes |
OpportunityId | Id | Opportunity | The opportunity to create the success plan from. | Yes |
AccountId | Id | Account | The account to associate the success plan with. | No |
OwnerId | Id | Success Plan Owner | The user that owns the success plan. | No |
EffectiveDate | Date | Effective Date | The effective date for the success plan. | No |
Summary | String | Summary | The summary for the success plan. | No |
Response Parameters
| Field | Type | Label | Description | Required |
|---|
SuccessPlan | Success_Plan__c | SuccessPlan | The newly created success plan from opportunity. | No |
| 