Salesforce Docs Portal

AccountPlanParticipant

Represents the team members participating in the account plan. This object is available in API version 65.0 and later.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Fields

AccountPlanId

  • Type: reference
  • Properties: Create, Filter, Group, Sort
  • Description: The account plan that the participant is working on.

    This field is a relationship field.

  • Relationship Name: AccountPlan
  • Relationship Type: Master-detail
  • Refers To: AccountPlan (the master object)

LastReferencedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The timestamp when the current user last accessed this record indirectly, for example, through a list view or related record.

LastViewedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The timestamp when the current user last viewed this record or list view.

Name

  • Type: string
  • Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
  • Description: The name of the account plan participant record.

ParticipantId

  • Type: reference
  • Properties: Create, Filter, Group, Sort, Update
  • Description: The specific team member participating in the account plan.

    This field is a polymorphic relationship field.

  • Relationship Name: Participant
  • Refers To: Group, User

ParticipantRoleId

  • Type: reference
  • Properties: Create, Filter, Group, Sort, Update
  • Description: The plan participant's role in executing the account plan, such as sales representative or collaborator.

    This field is a relationship field.

  • Relationship Name: ParticipantRole
  • Refers To: ParticipantRole

SourceSystemIdentifier

  • Type: string
  • Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
  • Description: The identifier of the record in the source system.

SourceSystemName

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The name of the system from which data is loaded into this object.

Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

AccountPlanParticipantChangeEvent
Change events are available for the object.
AccountPlanParticipantFeed
Feed tracking is available for the object.
AccountPlanParticipantHistory
History is available for tracked fields of the object.