Account Plan DMO

Represents a detailed strategic outline of the vital customer information used to effectively manage and expand customer relationships.

Object Properties

Object API Name: AccountPlan_std__dlm
Category: Unassigned
Availability: Available in 252 and later versions
Primary Key Field: Id

Relationships

• AccountId has a FOREIGNKEY relationship with the Account DMO Id field.

Fields

• AccountChallengesText
• AccountCmptvWeaknessesText
• AccountCompetitiveStrengthsText
• AccountCompetitorsText
• AccountId
• AccountIndustryTrendsText
• AccountPrfmIndicatorsText
• AccountStrategicPrioritiesText
• AccountVisionText
• ActionPlanCompletedPct
• cdp_sys_record_currency
• DataSourceId
• DataSourceObjectId
• EconomicalAnalysisInfoText
• EndDate
• EnvironmentalAnalysisInfoText
• Id
• InternalOrganizationId
• KQ_AccountId
• KQ_Id
• LegalAnalysisInfoText
• Notes
• PoliticalAnalysisInfoText
• RelationshipOpportunitiesText
• RelationshipStrengthsText
• RelationshipThreatsText
• RelationshipWeaknessesText
• SocialAnalysisInfoText
• StartDate
• Status
• TechnologicalAnalysisInfoText

AccountChallengesText

• Field API Name: AccountChallengesText__c
• Data Type: TEXT
• Description: Alphanumeric string representing the account challenges text.

AccountCmptvWeaknessesText

• Field API Name: AccountCmptvWeaknessesText__c
• Data Type: TEXT
• Description: Alphanumeric string representing the account cmptv weaknesses text.

AccountCompetitiveStrengthsText

• Field API Name: AccountCompetitiveStrengthsText__c
• Data Type: TEXT
• Description: Alphanumeric string representing the account competitive strengths text.

AccountCompetitorsText

• Field API Name: AccountCompetitorsText__c
• Data Type: TEXT
• Description: Alphanumeric string representing the account competitors text.

AccountId

• Field API Name: AccountId__c
• Data Type: TEXT
• Description: The unique identifier for the related Account record.

AccountIndustryTrendsText

• Field API Name: AccountIndustryTrendsText__c
• Data Type: TEXT
• Description: Alphanumeric string representing the account industry trends text.

AccountPrfmIndicatorsText

• Field API Name: AccountPrfmIndicatorsText__c
• Data Type: TEXT
• Description: Alphanumeric string representing the account prfm indicators text.

AccountStrategicPrioritiesText

• Field API Name: AccountStrategicPrioritiesText__c
• Data Type: TEXT
• Description: Alphanumeric string representing the account strategic priorities text.

AccountVisionText

• Field API Name: AccountVisionText__c
• Data Type: TEXT
• Description: Alphanumeric string representing the account vision text.

ActionPlanCompletedPct

• Field API Name: ActionPlanCompletedPct__c
• Data Type: PERCENT
• Description: Plain number percentage value representing the action plan completed pct.

cdp_sys_record_currency

• Field API Name: cdp_sys_record_currency__c
• Data Type: TEXT
• Description: System-generated metadata field that stores a 3-letter ISO currency code.

DataSourceId

• Field API Name: DataSourceId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

DataSourceObjectId

• Field API Name: DataSourceObjectId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

EconomicalAnalysisInfoText

• Field API Name: EconomicalAnalysisInfoText__c
• Data Type: TEXT
• Description: Alphanumeric string representing the economical analysis info text.

EndDate

• Field API Name: EndDate__c
• Data Type: DATEONLY
• Description: Date and time when the record or activity ended.

EnvironmentalAnalysisInfoText

• Field API Name: EnvironmentalAnalysisInfoText__c
• Data Type: TEXT
• Description: Alphanumeric string representing the environmental analysis info text.

Id

• Field API Name: Id__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

InternalOrganizationId

• Field API Name: InternalOrganizationId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

KQ_AccountId

• Field API Name: KQ_AccountId__c
• Data Type: TEXT
• Description: Key Qualifier system field for AccountId

KQ_Id

• Field API Name: KQ_Id__c
• Data Type: TEXT
• Description: Key Qualifier system field for Id

LegalAnalysisInfoText

• Field API Name: LegalAnalysisInfoText__c
• Data Type: TEXT
• Description: Alphanumeric string representing the legal analysis info text.

Notes

• Field API Name: Notes__c
• Data Type: TEXT
• Description: Alphanumeric string representing the notes.

PoliticalAnalysisInfoText

• Field API Name: PoliticalAnalysisInfoText__c
• Data Type: TEXT
• Description: Alphanumeric string representing the political analysis info text.

RelationshipOpportunitiesText

• Field API Name: RelationshipOpportunitiesText__c
• Data Type: TEXT
• Description: Alphanumeric string representing the relationship opportunities text.

RelationshipStrengthsText

• Field API Name: RelationshipStrengthsText__c
• Data Type: TEXT
• Description: Alphanumeric string representing the relationship strengths text.

RelationshipThreatsText

• Field API Name: RelationshipThreatsText__c
• Data Type: TEXT
• Description: Alphanumeric string representing the relationship threats text.

RelationshipWeaknessesText

• Field API Name: RelationshipWeaknessesText__c
• Data Type: TEXT
• Description: Alphanumeric string representing the relationship weaknesses text.

SocialAnalysisInfoText

• Field API Name: SocialAnalysisInfoText__c
• Data Type: TEXT
• Description: Alphanumeric string representing the social analysis info text.

StartDate

• Field API Name: StartDate__c
• Data Type: DATEONLY
• Description: Date and time when the record or activity began.

Status

• Field API Name: Status__c
• Data Type: TEXT
• Description: The status of this record.

TechnologicalAnalysisInfoText

• Field API Name: TechnologicalAnalysisInfoText__c
• Data Type: TEXT
• Description: Alphanumeric string representing the technological analysis info text.