AccountPlan

Represents customer information with measurable objectives and executable steps to proactively manage and grow customer relationships. This object is available in API version 62.0 and later.

Supported Calls

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

Special Access Rules

This object is available if sales account plans are turned on.

Fields

Field	Details
AccountChallenges	Type textarea Properties Create, Nillable, Update Description The key obstacles to the growth of the account.
AccountCmptvWeaknesses	Type textarea Properties Create, Nillable, Update Description The shortcomings that hinder the account’s ability to outperform competitors in the market.
AccountCompetitiveStrengths	Type textarea Properties Create, Nillable, Update Description The abilities of the account to outperform their competitors in the market.
AccountCompetitors	Type textarea Properties Create, Nillable, Update Description The businesses or companies that offer similar products or services and compete for the same target market as the account.
AccountId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The Account record. This field is a relationship field. Relationship Name Account Refers To Account
AccountIndustryTrends	Type textarea Properties Create, Nillable, Update Description The shifts in the pattern of the industry that are specific to the account.
AccountInternalRiskRating	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description The rating that’s assigned to assess the risk level of the account. To access this field, you must have an FSC Sales or a Financial Services Cloud Extension license.
AccountPrfmIndicators	Type textarea Properties Create, Nillable, Update Description The key performance indicators used by the account to measure the success and effectiveness of a product or service.
AccountStrategicPriorities	Type textarea Properties Create, Nillable, Update Description The key priorities of the account.
AccountVision	Type textarea Properties Create, Nillable, Update Description The long-term value statement of the account.
CallingStrategy	Type textarea Properties Create, Nillable, Update Description How frequently the relationship team meets with the account. To access this field, you must have an FSC Sales or a Financial Services Cloud Extension license.
CallingStrategyNotes	Type textarea Properties Create, Nillable, Update Description The outline of the format and organization of account meetings. To access this field, you must have an FSC Sales or a Financial Services Cloud Extension license.
EndDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The end date of the account plan.
FlexCard	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The Omnistudio FlexCard. To access this field, you must have an FSC Sales or a Financial Services Cloud Extension license.
LastReferencedDate	Type dateTime Properties Filter, Nillable, Sort Description The timestamp when the current user last accessed this record indirectly. For example, accessed 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. If this value is null, and LastReferenceDate isn’t null, the user accessed this record or list view indirectly.
Name	Type string Properties Create, Filter, Group, idLookup, Sort, Update Description The name of the account plan.
Notes	Type textarea Properties Create, Nillable, Update Description The notes or observations for the account plan.
OwnerId	Type reference Properties Create, Defaulted on create, Filter, Group, Sort, Update Description The owner of the account plan. This field is a polymorphic relationship field. Relationship Name Owner Refers To Group, User
RelationshipOpportunities	Type textarea Properties Create, Nillable, Update Description The list of sales or potential deal opportunities in the relationship with the account.
RelationshipStrengths	Type textarea Properties Create, Nillable, Update Description The strengths in the relationship with the account.
RelationshipSummary	Type textarea Properties Create, Nillable, Update Description A concise overview of the relationship dynamics with the account. To access this field, you must have an FSC Sales or a Financial Services Cloud Extension license.
RelationshipThreats	Type textarea Properties Create, Nillable, Update Description The possible concerns in the relationship with the account.
RelationshipWeaknesses	Type textarea Properties Create, Nillable, Update Description The shortcomings in the relationship with the account.
StartDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The start date of the account plan.
Status	Type picklist Properties Create, Defaulted on create, Filter, Group, Nillable, Sort, Update Description Specifies the status of the account plan. Possible values are: `Active` `Inactive` `Not Started` The default value is `Not Started`.

Associated Objects

This object has these 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.

AccountPlanChangeEvent: Change events are available for the object.
AccountPlanHistory: History is available for tracked fields of the object.
AccountPlanOwnerSharingRule: Sharing rules are available for the object.
AccountPlanShare: Sharing is available for the object.