AccountPlanObjective

Represents strategic objectives or initiatives pursued by a relationship team with a customer to enhance customer engagement and satisfaction. This object is available in API version 62.0 and later.

Supported Calls

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

Special Access Rules

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

Fields

Field	Details
AccountPlanId	Type reference Properties Create, Filter, Group, Sort Description The account plan associated with the objective. This field is a relationship field. Relationship Name AccountPlan Relationship Type Master-detail Refers To AccountPlan
AccountPlanObjCategoryId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The category associated with the account plan objective. To access this field, you must have an FSC Sales or a Financial Services Cloud Extension license. This field is a relationship field. Relationship Name AccountPlanObjCategory Refers To AccountPlanObjectiveCategory
Description	Type textarea Properties Create, Nillable, Update Description The description of the account plan objective.
EndDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The end date of the account plan objective.
ExternalStakeholderId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The customer stakeholder contact associated with the account plan objective. The relationship team collaborates with the customer stakeholder to achieve a specific objective. To access this field, you must have an FSC Sales or a Financial Services Cloud Extension license. This field is a relationship field. Relationship Name ExternalStakeholder Refers To Contact
LastInteractionSumGenDate	Type dateTime Properties Create, Filter, Nillable, Sort, Update Description The date when the most recent interaction summary was generated using Einstein Generative AI. 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 for when the current user last viewed a record related to this record.
LastViewedDate	Type dateTime Properties Filter, Nillable, Sort Description The timestamp for when the current user last viewed this record. If this value is null, it’s possible that this record was referenced (LastReferencedDate) and not viewed.
Name	Type string Properties Create, Filter, Group, idLookup, Sort, Update Description The name of the account plan objective.
ObjectiveInteractionSummary	Type textarea Properties Create, Nillable, Update Description The summary of interactions that occur with the account in relation to the account plan objective. To access this field, you must have an FSC Sales or a Financial Services Cloud Extension license.
ObjectiveOwnerId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The owner user associated with the objective. This field is a relationship field. Relationship Name ObjectiveOwner Refers To User
OwnerId	Type reference Properties Create, Defaulted on create, Filter, Group, Sort, Update Description ID of the user who created the record. This field is a polymorphic relationship field. Relationship Name Owner Refers To Group, User
Priority	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Specifies the level of importance placed on achieving the objective associated with the account plan. To access this field, you must have an FSC Sales or a Financial Services Cloud Extension license. Possible values are: `High` `Low` `Medium`
StartDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The start date of the account plan objective.
Status	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Specifies the status of the account plan objective. Possible values are: `Closed` `In Progress` `New`

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.

AccountPlanObjectiveChangeEvent: Change events are available for the object.
AccountPlanObjectiveHistory: History is available for tracked fields of the object.
AccountPlanObjectiveOwnerSharingRule: Sharing rules are available for the object.
AccountPlanObjectiveShare: Sharing is available for the object.