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Flavio Cipriano 17Flavio Cipriano 17 

Trouble migrating Action plan template to a separate org

Hi, i'm trying to retrieve end deploy action plan template from a scartch org where i built them to a separate org but i get the following error:"This target object can’t be used with this action plan type. Try a different target object."
 
below the JSon of the Action plan template 
<?xml version="1.0" encoding="UTF-8"?>
<ActionPlanTemplate xmlns="http://soap.sforce.com/2006/04/metadata">
    <actionPlanTemplateItem>
        <actionPlanTemplateItemValue>
            <itemEntityType>AssessmentTask</itemEntityType>
            <name>Name</name>
            <valueLiteral>Ordini</valueLiteral>
        </actionPlanTemplateItemValue>
        <actionPlanTemplateItemValue>
            <itemEntityType>AssessmentTask</itemEntityType>
            <name>AssessmentTaskDefinitionId</name>
            <valueLiteral>0Z41j0000008ObNCAU</valueLiteral>
        </actionPlanTemplateItemValue>
        <displayOrder>5</displayOrder>
        <isRequired>false</isRequired>
        <itemEntityType>AssessmentTask</itemEntityType>
        <name>Ordini</name>
        <uniqueName>Ordini_0</uniqueName>
    </actionPlanTemplateItem>
    <actionPlanTemplateItem>
        <actionPlanTemplateItemValue>
            <itemEntityType>AssessmentTask</itemEntityType>
            <name>Name</name>
            <valueLiteral>Promozione Macinacaffè</valueLiteral>
        </actionPlanTemplateItemValue>
        <actionPlanTemplateItemValue>
            <itemEntityType>AssessmentTask</itemEntityType>
            <name>AssessmentTaskDefinitionId</name>
            <valueLiteral>0Z41j0000008ObMCAU</valueLiteral>
        </actionPlanTemplateItemValue>
        <displayOrder>3</displayOrder>
        <isRequired>false</isRequired>
        <itemEntityType>AssessmentTask</itemEntityType>
        <name>Promozione Macinacaffè</name>
        <uniqueName>Promozione_Macinacaff_0</uniqueName>
    </actionPlanTemplateItem>
    <actionPlanTemplateItem>
        <actionPlanTemplateItemValue>
            <itemEntityType>AssessmentTask</itemEntityType>
            <name>Name</name>
            <valueLiteral>Visita successiva</valueLiteral>
        </actionPlanTemplateItemValue>
        <actionPlanTemplateItemValue>
            <itemEntityType>AssessmentTask</itemEntityType>
            <name>AssessmentTaskDefinitionId</name>
            <valueLiteral>0Z41j0000008ObICAU</valueLiteral>
        </actionPlanTemplateItemValue>
        <displayOrder>6</displayOrder>
        <isRequired>true</isRequired>
        <itemEntityType>AssessmentTask</itemEntityType>
        <name>Visita successiva</name>
        <uniqueName>Visita_successiva_0</uniqueName>
    </actionPlanTemplateItem>
    <actionPlanTemplateItem>
        <actionPlanTemplateItemValue>
            <itemEntityType>AssessmentTask</itemEntityType>
            <name>Name</name>
            <valueLiteral>Note</valueLiteral>
        </actionPlanTemplateItemValue>
        <actionPlanTemplateItemValue>
            <itemEntityType>AssessmentTask</itemEntityType>
            <name>AssessmentTaskDefinitionId</name>
            <valueLiteral>0Z41j0000008ObOCAU</valueLiteral>
        </actionPlanTemplateItemValue>
        <displayOrder>7</displayOrder>
        <isRequired>false</isRequired>
        <itemEntityType>AssessmentTask</itemEntityType>
        <name>Note</name>
        <uniqueName>Note_0</uniqueName>
    </actionPlanTemplateItem>
    <actionPlanTemplateItem>
        <actionPlanTemplateItemValue>
            <itemEntityType>AssessmentTask</itemEntityType>
            <name>Name</name>
            <valueLiteral>Soddisfazione cliente</valueLiteral>
        </actionPlanTemplateItemValue>
        <actionPlanTemplateItemValue>
            <itemEntityType>AssessmentTask</itemEntityType>
            <name>AssessmentTaskDefinitionId</name>
            <valueLiteral>0Z41j0000008ObHCAU</valueLiteral>
        </actionPlanTemplateItemValue>
        <displayOrder>4</displayOrder>
        <isRequired>false</isRequired>
        <itemEntityType>AssessmentTask</itemEntityType>
        <name>Soddisfazione cliente</name>
        <uniqueName>Soddisfazione_cliente_0</uniqueName>
    </actionPlanTemplateItem>
    <actionPlanTemplateItem>
        <actionPlanTemplateItemValue>
            <itemEntityType>AssessmentTask</itemEntityType>
            <name>Name</name>
            <valueLiteral>Check Garanzia</valueLiteral>
        </actionPlanTemplateItemValue>
        <actionPlanTemplateItemValue>
            <itemEntityType>AssessmentTask</itemEntityType>
            <name>AssessmentTaskDefinitionId</name>
            <valueLiteral>0Z41j0000008ObRCAU</valueLiteral>
        </actionPlanTemplateItemValue>
        <displayOrder>2</displayOrder>
        <isRequired>true</isRequired>
        <itemEntityType>AssessmentTask</itemEntityType>
        <name>Check Garanzia</name>
        <uniqueName>Check_Garanzia_0</uniqueName>
    </actionPlanTemplateItem>
    <actionPlanTemplateItem>
        <actionPlanTemplateItemValue>
            <itemEntityType>AssessmentTask</itemEntityType>
            <name>Name</name>
            <valueLiteral>Inventory check</valueLiteral>
        </actionPlanTemplateItemValue>
        <actionPlanTemplateItemValue>
            <itemEntityType>AssessmentTask</itemEntityType>
            <name>AssessmentTaskDefinitionId</name>
            <valueLiteral>0Z41j0000008ObWCAU</valueLiteral>
        </actionPlanTemplateItemValue>
        <displayOrder>1</displayOrder>
        <isRequired>true</isRequired>
        <itemEntityType>AssessmentTask</itemEntityType>
        <name>Inventory check</name>
        <uniqueName>Inventory_check_0</uniqueName>
    </actionPlanTemplateItem>
    <isAdHocItemCreationEnabled>false</isAdHocItemCreationEnabled>
    <name>Bar/Torrefazione</name>
    <targetEntityType>Visit</targetEntityType>
    <TargetId></TargetId>
    <uniqueName>Bar_Torrefazione_0</uniqueName>
</ActionPlanTemplate>

 
Joany ReichertJoany Reichert
I have exactly the same problem.  Anyone got a suggestion? This is quiet a common issue Thanks for sharing. MyFordBenefits.Com (https://www.myfordbenefits.org/)
 
PriyaPriya (Salesforce Developers) 

Hey Flavio,

Custom Objects which are on the detail side of a master-detail relationship cannot be created via a Global Action. A detail object record requires a master record, and so can't be created in a non-entity-specific context.

Kindly refer this link for resolution :- https://help.salesforce.com/s/articleView?id=000337323&type=1 (https://help.salesforce.com/s/articleView?id=000337323&type=1)

Kindly mark it as the best answer so that it can help others as well.

Thanks & Regards,

Priya Ranjan
Flavio Cipriano 17Flavio Cipriano 17
Hi Priya, 

I'm talking about action plan template in consumer good clouds and migration trough Metadata API, no connection with global action at all
Thomas Sesselmann 1Thomas Sesselmann 1
I've raised a case with Salesforce because I'm pretty sure this is an issue with their Metadata API. If you look at the documentation you can see it's missing the "ActionPlanType" field. And for APT's where the "targetEntityType" is equal to "Visit", the "actionPlanType" has to be equal to "Retail". But we have no way of setting the Action Plan Type via the Metadata API currently.
https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/meta_actionplantemplate.htm