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Helper ⭐️
Nov 3, 2026 7:58 PM UTC
New Idea

Add a "plan_item" object in Salesforce

Related products:SJ AnalyticsSJ Integrations

A few customers have reached out about a way to calculate Plan Progress for students, and adding a plan_item custom object could unlock even more data points for reports. Below is outlined what a plan_item object could unlock and used along side preexisting objects.

Plan Progress % = Items Complete ÷ Total Items

  • Total Items = count of Plan Item records where Plan = the student's plan
  • Items Complete = count of those Plan Items where a completion record exists for that student:
    • course item: a Course Progress with Completed At not null (matching the item’s published course and the student)
    • path item: a Path Progress with Completed At not null (matching the item’s path and the student)