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AcctMgrTarget

Represents a target created by an account manager. It stores the fiscal year, measure, target value, start date, end date, and assignment information of an account manager target. This object is available in API version 49.0 and later.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Fields

AssignedTargetPercentage

  • Type: percent
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The percentage of the parent account manager target value assigned to a team member.

AssignedToUserId

  • Type: reference
  • Properties: Create, Filter, Group, Sort, Update
  • Description: The ID of a user who has been assigned an account manager target.

EndDate

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: This date is populated based on the end date of the fiscal year that is selected for an account manager target. It’s a read-only field.

FiscalYearId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The ID of the fiscal year selected for an account manager target. It’s a read-only field.

LastReferencedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The timestamp for when a user last referenced an account manager target record.

LastViewedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The timestamp for when a user last viewed an account manager target record.

Measure

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: This field stores the measure of an account manager target. The measure can be a custom value but it must map to at least one of the predefined measure types. The value Revenue is provided by default.

MeasureType

  • Type: picklist
  • Properties: Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort
  • Description: There are two predefined measure types for an account manager target. The
  • Possible values:
    • Currency (default)
    • Other

Name

  • Type: string
  • Properties: Create, Filter, Group, idLookup, Sort, Update
  • Description: The user-defined name of an account manager target.

OwnerId

  • Type: reference
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: The ID of a user who owns an account manager target record.

ParentAcctMgrTargetId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The ID of the parent account manager target.

StartDate

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: This date is populated based on the start date of the fiscal year that is selected for an account manager target.

TargetCurrencyValue

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The value of an account manager target that has the measure type as Currency.

TargetValue

  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The value of an account manager target that has the measure type as Other.

TeamMemberHierarchyType

  • Type: picklist
  • Properties: Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort
  • Description: The hierarchy type of team members for account manager target assignments. The
  • Possible values:
    • ForecastsHierarchy—Derived from the Forecasts Hierarchy. setup
    • ManagerHierarchy (Default)—Derived from the Manager field of a user.

Associated Objects

This object has the following associated objects. Unless noted, they are available in the same API version as this object.

AcctMgrTargetChangeEvent (API Version 62.0): Change events are available for the object.

AcctMgrTargetFeed: Feed tracking is available for the object.

AcctMgrTargetHistory: History is available for tracked fields of the object.

AcctMgrTargetShare: Sharing is available for the object.