---
schema_version: "1"
id: c381cc4068c61ebaa700f2ff67ce21921da0bc5107274c48f75a6ddad35acd45
title: TerritoryBusinessPlan
collection: legacydeveloper
version: current
locale: en-us
portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/life_sciences_dev_guide/sforce_api_objects_territorybusinessplan.md
canonical_url: https://developer.salesforce.com/docs/atlas.en-us.life_sciences_dev_guide.meta/life_sciences_dev_guide/sforce_api_objects_territorybusinessplan.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: 55ff73ccf77cc318464ef2edc753bd1f712ac9df6d7d645b2e1cd2e7aaaa7507
description: 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.
---
# 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

### 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).
- **Default value**: 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**:
    - 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](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.

[TerritoryBusinessPlanFeed](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.

[TerritoryBusinessPlanHistory](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.

[TerritoryBusinessPlanOwnerSharingRule](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.

[TerritoryBusinessPlanShare](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.