TerritoryBusinessPlan

Represents the detailed, strategic outline of vital customer information. This object is used to effectively manage and expand customer relationships within a specific territory. 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

Field	Details
CompletionPercentage	Type percent Properties Create, Filter, Nillable, Sort, Update Description The percentage of completion of the territory business plan.
Description	Type textarea Properties Create, Update Description The description of the territory plan.
EffectiveEndDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The effective end date of the territory plan.
EffectiveStartDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The effective start date of the territory plan.
IsActive	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether the territory plan is active (`true`) or not (`false`). The default value is `false`.
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 Create, Filter, Group, idLookup, Sort, Update Description The name of the territory business plan.
OwnerId	Type reference Properties Create, Defaulted on create, Filter, Group, Sort, Update Description The ID of the owner of this object. This field is a polymorphic relationship field. Relationship Name Owner Refers To Group, User
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.
Status	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Specifies the current state of the territory plan. Possible values are: `Completed` `Idle` `In Progress`
TerritoryId	Type reference Properties Create, Filter, Group, Sort, Update Description The ID of the territory associated with the territory plan. 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.

TerritoryBusinessPlanChangeEvent: Change events are available for the object.
TerritoryBusinessPlanFeed: Feed tracking is available for the object.
TerritoryBusinessPlanHistory: History is available for tracked fields of the object.
TerritoryBusinessPlanOwnerSharingRule: Sharing rules are available for the object.
TerritoryBusinessPlanShare: Sharing is available for the object.