--- schema_version: "1" id: 27c323571f26062d19a4c3eac2aaded9a5c631d00ea1f4aee2ffb6c0c4d95d81 title: AccountPlan collection: legacydeveloper version: current locale: en-us portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/object_reference/sforce_api_objects_accountplan.md canonical_url: https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_accountplan.htm source_site: developer.salesforce.com content_type: documentation content_hash: 1e7d87c25504f197ed70d58c107e3fd9793200b2d108355e8814e431b23060d3 description: 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. --- # 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](https://developer.salesforce.com/docs/atlas.en-us.264.0.object_reference.meta/object_reference/sforce_api_associated_objects_change_event.htm) Change events are available for the object. [AccountPlanHistory](https://developer.salesforce.com/docs/atlas.en-us.264.0.object_reference.meta/object_reference/sforce_api_associated_objects_history.htm) History is available for tracked fields of the object. [AccountPlanOwnerSharingRule](https://developer.salesforce.com/docs/atlas.en-us.264.0.object_reference.meta/object_reference/sforce_api_objects_accountownersharingrule.htm) Sharing rules are available for the object. [AccountPlanShare](https://developer.salesforce.com/docs/atlas.en-us.264.0.object_reference.meta/object_reference/sforce_api_objects_accountshare.htm) Sharing is available for the object.