--- schema_version: "1" id: c9541921d12e91d58e1b6f6e74548cf7f666e3f14673eef3370d0f880d7ab69c title: ProviderAcctTerritoryInfo collection: legacydeveloper version: current locale: en-us portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/life_sciences_dev_guide/sforce_api_objects_provideracctterritoryinfo.md canonical_url: https://developer.salesforce.com/docs/atlas.en-us.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_provideracctterritoryinfo.htm source_site: developer.salesforce.com content_type: documentation content_hash: 8d8c163384a947d1074d042b88919fe94fea850f5ee0a237c7868375a9b3d37b description: Represents the engagement data between an account and a user within an assigned territory, which includes next provider visit date, preferred address, and planned activities. This object is available in API version 65.0 and later. --- # ProviderAcctTerritoryInfo Represents the engagement data between an account and a user within an assigned territory, which includes next provider visit date, preferred address, and planned activities. This object is available in API version 65.0 and later. ## Supported Calls create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), update(), upsert() ## Fields ### AccountId - **Type**: reference - **Properties**: Create, Filter, Group, Sort, Update - **Description**: The account ID associated with provider account territory info. This field is a relationship field. - **Relationship Name**: Account - **Refers To**: Account ### AccountTerrUniqueIdentifier - **Type**: string - **Properties**: Filter, Group, idLookup, Nillable, Sort - **Description**: The unique account territory ID associated with provider account territory info. This field is unique within your organization This field is a relationship field. - **Relationship Name**: Account - **Refers To**: Account ### AssignmentApprovalStatus - **Type**: picklist - **Properties**: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update - **Description**: The approval status when an account is added to the territory through manual request. - **Possible values**: - Approved - Pending - Rejected ### IsActive - **Type**: boolean - **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update - **Description**: Indicates whether the provider account territory info is active. - **Default value**: false ### IsAvailableOffline - **Type**: boolean - **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update - **Description**: Indicates whether this record will be downloaded to the mobile application. - **Default value**: true ### IsTargetedAccount - **Type**: boolean - **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update - **Description**: Indicates whether the account is a target for the territory. - **Default value**: false ### LastProviderVisitDate - **Type**: dateTime - **Properties**: Filter, Nillable, Sort - **Description**: The date of the last submitted visit for this account in this territory. ### LastProviderVisitId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The ID associated with the last submitted visit for this account in this territory. This field is a relationship field. - **Relationship Name**: LastProviderVisit - **Refers To**: ProviderVisit ### LastReferencedDate - **Type**: dateTime - **Properties**: Filter, Nillable, Sort - **Description**: The timestamp for when the current user last viewed a record related to this record. ### LastViewedDate - **Type**: dateTime - **Properties**: Filter, Nillable, Sort - **Description**: The timestamp for when the current user last viewed this record. If this value is null, it’s possible that this record was referenced (LastReferencedDate) and not viewed. ### Name - **Type**: string - **Properties**: Autonumber, Defaulted on create, Filter, idLookup, Sort - **Description**: The name of the provider account territory info. ### NextProviderVisitDate - **Type**: dateTime - **Properties**: Filter, Nillable, Sort - **Description**: The date of the next planned visit for this account in this territory. ### NextProviderVisitId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The ID of the next planned provider visit record. This field is a relationship field. - **Relationship Name**: NextProviderVisit - **Refers To**: ProviderVisit ### NextProviderVisitObjective - **Type**: textarea - **Properties**: Filter, Nillable, Sort - **Description**: The objective for the next visit with the healthcare provider, derived from the next visit objective on the last visit in this territory. ### OwnerId - **Type**: reference - **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update - **Description**: The ID of the user who owns this record. This field is a polymorphic relationship field. - **Relationship Name**: Owner - **Refers To**: Group, User ### PreferredAddressId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The ID associated with the contact point record that stores the preferred address of the account for the specified territory. This field is a relationship field. - **Relationship Name**: PreferredAddress - **Refers To**: ContactPointAddress ### ProviderOrganizationId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The healthcare facility associated with the provider account. This field is a relationship field. - **Relationship Name**: ProviderOrganization - **Refers To**: Account ### RecommendedPresentationInfo - **Type**: textarea - **Properties**: Create, Nillable, Update - **Description**: The next best content recommended for sharing with the healthcare provider during a future visit. ### RecordTypeId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The record type ID of the provider account territory info. This field is a relationship field. ### SourceSystemIdentifier - **Type**: string - **Properties**: Create, Filter, Group, idLookup, Nillable, Sort, Update - **Description**: The ID of the record in the external system. ### SourceSystemName - **Type**: string - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The name of the external system that generated the record. ### SourceType - **Type**: string - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The source of adding the account to the territory. ### TargetedPresentationInfo - **Type**: textarea - **Properties**: Create, Nillable, Update - **Description**: A list of IDs representing the targeted presentations for the account within the territory. ### Territory2Id - **Type**: reference - **Properties**: Create, Filter, Group, Sort, Update - **Description**: The territory ID associated with the provider account territory info. This field is a relationship field. - **Relationship Name**: Territory2 - **Refers To**: Territory2 ### YearToDateProviderVisitCount - **Type**: int - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Indicates the number of provider visits to the account during the current year to date. ## 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. [ProviderAcctTerritoryInfoChangeEvent](https://developer.salesforce.com/docs/atlas.en-us.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_associated_objects_change_event.htm "A StandardObjectNameChangeEvent object is available for each object that supports Change Data Capture. You can subscribe to a stream of change events using Change Data Capture to receive data tied to record changes in Salesforce. Changes include record creation, updates to an existing record, deletion of a record, and undeletion of a record. A change event isn’t a Salesforce object—it doesn’t support CRUD operations or queries. It’s included in the object reference so you can discover which Salesforce objects support change events.") Change events are available for the object. [ProviderAcctTerritoryInfoFeed](https://developer.salesforce.com/docs/atlas.en-us.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_associated_objects_feed.htm "StandardObjectNameFeed is the model for all feed objects associated with standard objects. These objects represent the posts and feed-tracked changes of a standard object.") Feed tracking is available for the object. [ProviderAcctTerritoryInfoHistory](https://developer.salesforce.com/docs/atlas.en-us.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_associated_objects_history.htm "StandardObjectNameHistory is the model for all history objects associated with standard objects. These objects represent the history of changes to the values in the fields of a standard object.") History is available for tracked fields of the object. [ProviderAcctTerritoryInfoOwnerSharingRule](https://developer.salesforce.com/docs/atlas.en-us.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_associated_objects_ownersharingrule.htm "StandardObjectNameOwnerSharingRule is the model for all owner sharing rule objects associated with standard objects. These objects represent a rule for sharing a standard object with users other than the owner.") Sharing rules are available for the object. [ProviderAcctTerritoryInfoShare](https://developer.salesforce.com/docs/atlas.en-us.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_associated_objects_share.htm "StandardObjectNameShare is the model for all share objects associated with standard objects. These objects represent a sharing entry on the standard object.") Sharing is available for the object.