Assignment model for activity steps

The coverage assignment model assigns steps based on an activity plan's For Contact entity's coverage. For example, if you create the activity plan with a contact named John Doe in its For Contact field, then this assignment model will look at the users assigned to John Doe's coverage. If there is a user on John Doe's coverage team with the same coverage role as the one that you selected, then that user will be assigned this step. Otherwise, the step will be assigned to the user that the activity plan is assigned to.

Similarly, the opportunity team assignment model assigns steps based on the opportunity team member's coverage roles. This is only used when creating activity plans for opportunity templates. If there is a user on that opportunity's coverage team that has the same coverage role as the one you selected, then that user will be assigned this step. Otherwise, the step will be assigned to the user that the activity plan is assigned to.