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AccountPlanStakeholder

Represents the key individuals who can influence an account's actions or have a vested interest in its outcomes. 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 associated with the stakeholder.

    This field is a relationship field.

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

AccountPlanObjectiveId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The account plan objective associated with the stakeholder.

    This field is a relationship field.

  • Relationship Name: AccountPlanObjective
  • Refers To: AccountPlanObjective

Comment

  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: The additional comments or notes relevant to the stakeholder, such as their communication preferences, key interests, or past interactions with the company.

InfluenceLevel

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Specifies the level of influence that the stakeholder has within their organization or network, which can impact their ability to affect decisions or drive adoption of products or services.

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 stakeholder record.

RoleType

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Specifies the type of professional role or title of the stakeholder, such as pharmacist and manager.

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.

StakeholderRefnRecordId

  • Type: reference
  • Properties: Create, Filter, Group, Sort, Update
  • Description: The stakeholder record associated with the account plan stakeholder.

    This field is a polymorphic relationship field.

  • Relationship Name: StakeholderReferenceRecord
  • Refers To: Account, Contact

Strength

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Specifies the perceived level of support or advocacy the stakeholder has for the company, its products, or its initiatives.

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.

AccountPlanStakeholderChangeEvent
Change events are available for the object.
AccountPlanStakeholderFeed
Feed tracking is available for the object.
AccountPlanStakeholderHistory
History is available for tracked fields of the object.