Getting it into your agent
One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.
npx skills add BanibrataChatterjee/AwesomeSalesforceSkills --skill fsc-action-plansgit clone --depth 1 https://github.com/BanibrataChatterjee/AwesomeSalesforceSkillsWrote this? Show the measurements
A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.
[](https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/fsc-action-plans)<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/fsc-action-plans"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/fsc-action-plans/github.svg" alt="Measured on agentmods" height="20"></a>Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/fsc-action-plans"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/fsc-action-plans.svg" alt="Reviewed on agentmods" width="80" height="20"></a>What it costs to keep this loaded
Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.
| Model | Per session | Once invoked |
|---|---|---|
| Fable 5.1 | $0.00087 | $0.03147 |
| Opus 5 | $0.00044 | $0.01573 |
| Sonnet 5 | $0.00017 | $0.00629 |
| Haiku 4.5 | $0.00009 | $0.00315 |
Grade A, and why
fsc-action-plans scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 9d ago.
A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.
Nothing flagged
None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.
How it starts
The opening of the file, as written. The whole thing — 180 lines — stays where its author put it; the contents beside it link to each section on GitHub.
FSC Action Plans
This skill activates when a practitioner needs to design or maintain versioned reusable task sequences in Financial Services Cloud using Action Plan templates — for use cases such as client onboarding, account opening, annual review preparation, compliance documentation, or milestone-driven task coordination. It does NOT cover standard Salesforce Tasks, Flow-based task creation, or task management outside of the ActionPlanTemplate/ActionPlan object model.
Before Starting
Gather this context before working on anything in this domain:
- Confirm the org has Financial Services Cloud enabled and the Action Plans feature is active. Action Plans require FSC and are available via the ActionPlanTemplate and ActionPlan standard objects introduced in API v44.0 (Winter '19).
- Identify the target object type. FSC extends Action Plan support beyond standard objects (Account, Contact, Opportunity, Lead, Contract, Case, Campaign) to FSC-specific objects: FinancialAccount, FinancialGoal, InsurancePolicy, ResidentialLoanApplication, PersonLifeEvent, and BusinessMilestone.
- Determine the deadline calculation mode. Each ActionPlanTemplateItem has a
DaysFromStartfield; the template itself has aTaskDeadlineTypethat controls whether deadlines count calendar days or working days from the plan start date. - The most common wrong assumption: admins assume they can edit a published template in place and have changes propagate to in-flight plans. Published templates are immutable — changes require a clone-and-republish workflow, and existing plan instances are unaffected by the new version.
- Platform limit to be aware of: an Action Plan can contain up to 75 task items. This is a hard platform limit, not a soft warning.
Core Concepts
ActionPlanTemplate and ActionPlanTemplateItem Objects
An ActionPlanTemplate is the master blueprint for a reusable task sequence. It holds metadata such as the name, description, the target object type (TargetEntityType), and the deadline calculation mode (TaskDeadlineType: Calendar or BusinessDays). Each individual task within the template is an ActionPlanTemplateItem record linked to the template. The item stores the task subject, assigned-to rule, DaysFromStart offset, priority, and whether the task is required.
What ships with it
6 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.
What this file has done since we first saw it
Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.
- 9d ago First seen · 180 lines · 87 tokens per session scan A 3a8a2de3a279
fsc-action-plans is a skill published in the GitHub repository BanibrataChatterjee/AwesomeSalesforceSkills (3 stars, last pushed 4mo ago), licensed Apache-2.0. It adds 87 tokens to every session and 3,147 once invoked, about $0.0004 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.
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