--- schema_version: "1" id: aa7d5da1c1fff9cf0a2788639685102841d100edb258ed8781971ba2ad214bb3 title: cgcloud__Account_Plan__c collection: legacydeveloper version: current locale: en-us portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/retail_api/sforce_api_objects_cgcloud__account_plan__c.md canonical_url: https://developer.salesforce.com/docs/atlas.en-us.retail_api.meta/retail_api/sforce_api_objects_cgcloud__account_plan__c.htm source_site: developer.salesforce.com content_type: documentation content_hash: 559c4b71db696648c7b71ade50c6c12e490f642c80ef45c1bc36cdd0f5996090 description: Contains the details of the account data for one planning account, one business year and one or multiple categories. This object is available in API version 54.0 and later. --- # cgcloud\_\_Account\_Plan\_\_c Contains the details of the account data for one planning account, one business year and one or multiple categories. This object is available in API version 54.0 and later. ## Supported Calls create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert() ## Fields ### LastReferencedDate - **Type**: dateTime - **Properties**: Filter, Nillable, Sort - **Description**: The most recent date on which a user referenced this record. ### LastViewedDate - **Type**: dateTime - **Properties**: Filter, Nillable, Sort - **Description**: The most recent date on which a user viewed this record. ### Name - **Type**: string - **Properties**: Autonumber, Defaulted on create, Filter, idLookup, Sort - **Description**: Unique identification of the record. ### OwnerId - **Type**: reference - **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update - **Description**: ID of the record owner. This is a polymorphic relationship field. - **Relationship Name**: Owner - **Relationship Type**: Lookup - **Refers To**: Group, User ### cgcloud\_\_Account\_\_c - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Refers to the account on which the plan is anchored. This is a relationship field. - **Relationship Name**: cgcloud\_\_Account\_\_r - **Relationship Type**: Lookup - **Refers To**: Account ### cgcloud\_\_Available\_Product\_Level\_\_c - **Type**: multipicklist - **Properties**: Create, Defaulted on create, Filter, Nillable, Restricted picklist, Update - **Description**: Specifies the multiple sets of values a user can choose, which are further used for aggregation on the calculation grid for account plan. - **Default value**: 'Category' - **Possible values**: - Brand - Category - Flavor—Sub Brand - Package—Product Price Group - Product - SubCategory ### cgcloud\_\_Business\_Year\_Label\_\_c - **Type**: string - **Properties**: Filter, Nillable, Sort - **Description**: Describes the Business Year for which the plan is created. This field is a calculated field. This field is available in API version 55.0 and later. - **Formula**: TEXT( cgcloud\_\_Business\_Year\_\_c ) ### cgcloud\_\_Business\_Year\_\_c - **Type**: double - **Properties**: Create, Filter, idLookup, Nillable, Sort, Update - **Description**: Refers to the business year for which the plan is defined. ### cgcloud\_\_Category\_Labels\_Language\_1\_\_c - **Type**: string - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Specifies the category labels in short descriptions of language 1 for all categories associated with the plan. ### cgcloud\_\_Category\_Labels\_Language\_2\_\_c - **Type**: string - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Specifies the category labels in short descriptions of language 2 for all categories associated with the plan. ### cgcloud\_\_Category\_Labels\_Language\_3\_\_c - **Type**: string - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Specifies the category labels in short descriptions of language 3 for all categories associated with the plan. ### cgcloud\_\_Category\_Labels\_Language\_4\_\_c - **Type**: string - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Specifies the category labels in short descriptions of language 4 for all categories associated with the plan. ### cgcloud\_\_Category\_Labels\_\_c - **Type**: string - **Properties**: Filter, Nillable, Sort - **Description**: Category labels for all categories associated with the plan based on the user-specific language. This is a calculated field. - **Formula**: CASE($User.cgcloud\_\_Language\_Postfix\_\_c, "Language1", cgcloud\_\_Category\_Labels\_Language\_1\_\_c, "Language2", cgcloud\_\_Category\_Labels\_Language\_2\_\_c, "Language3", cgcloud\_\_Category\_Labels\_Language\_3\_\_c, "Language4",cgcloud\_\_Category\_Labels\_Language\_4\_\_c, cgcloud\_\_Category\_Labels\_Language\_1\_\_c) ### cgcloud\_\_Description\_Language\_1\_\_c - **Type**: string - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Specifies the description of language 1. ### cgcloud\_\_Description\_Language\_2\_\_c - **Type**: string - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Specifies the description of language 2. ### cgcloud\_\_Description\_Language\_3\_\_c - **Type**: string - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Specifies the description of language 3. ### cgcloud\_\_Description\_Language\_4\_\_c - **Type**: string - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Specifies the description of language 4. ### cgcloud\_\_Description\_\_c - **Type**: string - **Properties**: Filter, Nillable, Sort - **Description**: Description based on the user-specific language. This is a calculated field. - **Formula**: CASE($User.cgcloud\_\_Language\_Postfix\_\_c, "Language1", cgcloud\_\_Description\_Language\_1\_\_c, "Language2", BLANKVALUE(cgcloud\_\_Description\_Language\_2\_\_c,cgcloud\_\_Description\_Language\_1\_\_c), "Language3", BLANKVALUE(cgcloud\_\_Description\_Language\_3\_\_c,cgcloud\_\_Description\_Language\_1\_\_c), "Language4", BLANKVALUE(cgcloud\_\_Description\_Language\_4\_\_c,cgcloud\_\_Description\_Language\_1\_\_c), cgcloud\_\_Description\_Language\_1\_\_c) ### cgcloud\_\_KPI\_Set\_\_c - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Reference to the KPI Set. This is a relationship field. - **Relationship Name**: cgcloud\_\_KPI\_Set\_\_r - **Relationship Type**: Lookup - **Refers To**: cgcloud\_\_KPI\_Set\_\_c ### cgcloud\_\_Note\_\_c - **Type**: textarea - **Properties**: Create, Nillable, Update - **Description**: Comments to track the changes made in the customer's business plan record. ### cgcloud\_\_Sales\_Org\_\_c - **Type**: string - **Properties**: Filter, Nillable, Sort - **Description**: Describes the sales organization to which the account plan belongs. This is a calculated field. - **Formula**: TEXT (cgcloud\_\_Account\_\_r.cgcloud\_\_Account\_Template\_\_r.cgcloud\_\_Sales\_Org\_\_c) ### cgcloud\_\_Version\_\_c - **Type**: double - **Properties**: Create, Defaulted on create, Filter, Nillable, Sort, Update - **Description**: Refers to the version number. ## Associated Objects ### Associated Objects This object has the following 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. - **[cgcloud\_\_Account\_Plan\_\_cChangeEvent](https://developer.salesforce.com/docs/atlas.en-us.retail_api.meta/retail_api/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. - **[cgcloud\_\_Account\_Plan\_\_cFeed](https://developer.salesforce.com/docs/atlas.en-us.retail_api.meta/retail_api/sforce_api_associated_objects_feed.htm "StandardObjectNameFeed is the model for all feed objects associated with standard objects. These objects represent the posts and feed-tracked changes of a standard object.")**: Feed tracking is available for the object. - **[cgcloud\_\_Account\_Plan\_\_cHistory](https://developer.salesforce.com/docs/atlas.en-us.retail_api.meta/retail_api/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. - **[cgcloud\_\_Account\_Plan\_\_cOwnerSharingRule](https://developer.salesforce.com/docs/atlas.en-us.retail_api.meta/retail_api/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. - **[cgcloud\_\_Account\_Plan\_\_cShare](https://developer.salesforce.com/docs/atlas.en-us.retail_api.meta/retail_api/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.