Professional Services Automation Invocable Action Reference

AssignmentReallocationPlanAction

Creates a plan to reallocate assignments from a request provided by the user. This action is not supported for Salesforce Flow.

PropertyValue
LabelCreate Plan for Assignment Reallocation
CategoryResource Management
SinceSummer 2025
Read-onlyNo
Supports AgentsYes
Supports FlowsNo
Async ActionNo
Keywordsreallocation, reassign, assignment plan, resource change

Request Parameters

FieldTypeLabelDescriptionRequired
utteranceStringUtteranceThe request provided by the user that the plan is created from.Yes

Response Parameters

FieldTypeLabelDescriptionRequired
smartActionPlanIdIdSmart Action Plan IDThe ID of the smart action plan record that relates to the request.No
smartActionPlanSummaryStringSmart Action Plan SummaryThe summary of the smart action plan.No
presentationDataStringData RenderingA JSON string that represents how data is rendered for the user.No
errorDetailsStringError DetailsDetails of any errors creating the plan, if any arise.No
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