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AccountPlanRelaObjAnalysis

Represents the strategic analysis done on objects related to the account plan. This object helps to identify internal and external factors that could potentially affect the plan, its objectives, or any related objects. This object is available in API version 65.0 and later.
Important

Important

Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.

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 for which object analysis is done.

    This field is a relationship field.

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

EconomicalAnalysisInfo

  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: The detailed assessment of economic factors that can impact the account, including market trends, economic indicators, and financial health of the customer and their industry.

EnvironmentalAnalysisInfo

  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: The detailed assessment of environmental factors that can impact the account, such as sustainability considerations, climate change-related risks, and regulatory compliance with environmental standards.

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.

LegalAnalysisInfo

  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: The detailed assessment of legal information relevant to the account, including regulations, compliance requirements, and potential legal risks or opportunities.

Name

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

OpportunitiesAnalysisInfo

  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: The in-depth analysis of identified opportunities within the account based on factors like their potential impact, feasibility, and alignment with the overall strategic objectives.

PoliticalAnalysisInfo

  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: The detailed assessment of political factors that can influence the account, such as government policies, regulatory changes, and political stability in relevant regions.

RelatedObjectId

  • Type: reference
  • Properties: Create, Filter, Group, Sort, Update
  • Description: The ID of the specific object for which this analysis is done.

    This field is a polymorphic relationship field.

  • Relationship Name: RelatedObject
  • Refers To: LifeSciMarketableProduct, Product2

SocialAnalysisInfo

  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: The detailed assessment of social factors that can impact the account, including demographic trends, cultural considerations, and social responsibility initiatives.

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 the object.

StrengthAnalysisInfo

  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: The assessment of the internal strengths of the account, such as key capabilities, competitive advantages, and resources that can be leveraged to achieve the plan's objectives.

TechnologicalAnalysisInfo

  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: The detailed assessment of technological factors that can affect the account, including emerging technologies, industry-specific innovations, and the customer's technological capabilities and infrastructure.

ThreatsAnalysisInfo

  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: The identification and assessment of potential threats to the account, such as competitive pressures, market disruptions, and regulatory changes.

WeaknessAnalysisInfo

  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: The detailed assessment of internal weaknesses of the account, such as areas for improvement, resource constraints, and potential vulnerabilities that could hinder the achievement of the plan's objectives.

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.

AccountPlanRelaObjAnalysisChangeEvent
Change events are available for the object.
AccountPlanRelaObjAnalysisFeed
Feed tracking is available for the object.
AccountPlanRelaObjAnalysisHistory
History is available for tracked fields of the object.