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TerritoryAcctRcmdAction

Represents the recommended engagement actions for the account at territory level. 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

AccountId

  • Type: reference
  • Properties: Create, Filter, Group, Sort, Update
  • Description: The account associated with the territory account recommended action.

    This field is a relationship field.

  • Relationship Name: Account
  • Refers To: Account

ActionCreationDate

  • Type: dateTime
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The date and time when the recommended action was created and referenced.

ActionReferenceRecordId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The action reference record associated with the recommended action.

    This field is a polymorphic relationship field.

  • Relationship Name: ActionReferenceRecord
  • Refers To: LifeScienceEmail, MngEvent, Visit

ActionType

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Restricted picklist, Sort, Update
  • Description: Specifies the type of recommended action.
  • Default value: Visit
  • Possible values:
    • LifeScienceEmail
    • MngEvent
    • Visit

Comment

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The additional information about the recommended action, such as AI-generated reasons for skipping recommended actions or other comments.

DueDate

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The due date for completing the recommended action.

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 auto generated name of the territory account recommended action record.

OwnerId

  • Type: reference
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: The ID of the owner or creator of this object.

    This field is a polymorphic relationship field.

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

SkipReason

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Specifies the reason for skipping the recommended activity.

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.

Status

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Restricted picklist, Sort, Update
  • Description: Specifies the current state of the recommended activity.
  • Default value: Upcoming
  • Possible values:
    • Completed
    • Current
    • PastDue—Past Due
    • Skipped
    • Upcoming

TerritoryId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The territory associated with the territory account recommended action.

    This field is a relationship field.

  • Relationship Name: Territory
  • Refers To: Territory2

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.

TerritoryAcctRcmdActionChangeEvent
Change events are available for the object.
TerritoryAcctRcmdActionFeed
Feed tracking is available for the object.
TerritoryAcctRcmdActionHistory
History is available for tracked fields of the object.
TerritoryAcctRcmdActionShare
Sharing is available for the object.