--- schema_version: "1" id: 4b6c4e215649c4304c15b7787d9517421bf5e2d1f6507a427615d73387a09f82 title: AccountPlanObjective collection: legacydeveloper version: current locale: en-us portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/object_reference/sforce_api_objects_accountplanobjective.md canonical_url: https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_accountplanobjective.htm source_site: developer.salesforce.com content_type: documentation content_hash: 28e20b14fc30b524fe7257dfd15ad08825b4357f9c1ab8ed96e43788ae3fb34d description: 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. --- # 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](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_associated_objects_change_event.htm "A ChangeEvent 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. [AccountPlanObjectiveHistory](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/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. [AccountPlanObjectiveOwnerSharingRule](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/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. [AccountPlanObjectiveShare](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/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.