Set of additional options to use in create success plan from template process. COPY_CS_SKILLS_FROM_PLAYBOOK: Value to indicate whether cs skills need to be copied from playbook or not. COPY_CS_SKILLS_FROM_SUCCESS_PLAN: Value to indicate whether cs skills need to be copied from success plan or not. IS_SYNCHRONOUS_PROCESS: Value to indicate whether the process will run synchronously.
global CreateSuccessPlanFromTemplateRequest(Id templateId)
A constructor method to create a request. Requests constructed with just a template ID will clone the template in its entirety, with the exception of the following fields: csc__Account__c, csc__Last_Business_Review__c, csc__Next_Business_Review__c, csc__Status__c, and csc__Success_Plan_Owner__c. User-defined custom fields are also not cloned.
global CreateSuccessPlanFromTemplateRequest(Id templateId, Set<CreateSuccessPlanFromTemplateRequest.Options> options)
A constructor method to create a request. Requests constructed with just a template ID will clone the template in its entirety, with the exception of the following fields: csc__Objective__c, csc__Playbook_Owner__c, and csc__Stage__c. User-generated custom fields are also not cloned.
Input Parameters
Name
Type
Description
templateId
Id
ID of the success plan template to be cloned.
options
Set<CreateSuccessPlanFromTemplateRequest.Options>
Set of additional options to use in create success plan from template process. Eg: COPY_CS_SKILLS_FROM_PLAYBOOK: Value to indicate whether cs skills need to be copied from playbook or not, COPY_CS_SKILLS_FROM_SUCCESS_PLAN: Value to indicate whether cs skills need to be copied from success plan or not, IS_SYNCHRONOUS_PROCESS: Value to indicate whether the process will run synchronously.
global CreateSuccessPlanFromTemplateRequest(Id templateId, Map<SObjectField, Object> fieldsToPopulate, Set<CreateSuccessPlanFromTemplateRequest.Options> options)
A constructor method to create a request.
Input Parameters
Name
Type
Description
templateId
Id
ID of the success plan template to be cloned.
fieldsToPopulate
Map<SObjectField, Object>
Key-value pairs denoting initial field values for the resulting playbook.
options
Set<CreateSuccessPlanFromTemplateRequest.Options>
Set of additional options to use in create success plan from template process. Eg: COPY_CS_SKILLS_FROM_PLAYBOOK: Value to indicate whether cs skills need to be copied from playbook or not, COPY_CS_SKILLS_FROM_SUCCESS_PLAN: Value to indicate whether cs skills need to be copied from success plan or not, IS_SYNCHRONOUS_PROCESS: Value to indicate whether the process will run synchronously.
ID of an existing success plan template to be cloned.
fieldsToPopulate
Map<SObjectField, Object>
Key-value pairs denoting initial field values for the resulting playbook.
relatedRecordsIdMap
Map<SObjectType, Set<Id>>
Key-value pairs denoting selected Ids of related SObjects for cloning.
options
Set<CreateSuccessPlanFromTemplateRequest.Options>
Set of additional options to use in create success plan from template process. Eg: COPY_CS_SKILLS_FROM_PLAYBOOK: Value to indicate whether cs skills need to be copied from playbook or not, COPY_CS_SKILLS_FROM_SUCCESS_PLAN: Value to indicate whether cs skills need to be copied from success plan or not, IS_SYNCHRONOUS_PROCESS: Value to indicate whether the process will run synchronously.
