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AccountPlanSettings

Represents an org’s account plan settings. These settings control features that make it easy for sales reps to set objectives with actionable metrics and to store account research and analysis.

Parent Type and Manifest Access

This type extends the Metadata metadata type and inherits its fullName field.

In the package manifest, all the settings metadata types for the org are accessed using the “Settings” name. See Settings for more details.

File Suffix and Directory Location

AccountPlanSettings values are stored in the AccountPlan.settings file in the settings folder. The .settings files are different from other named components, because there is only one settings file for each settings component.

Version

AccountPlanSettings components are available in API version 63.0 and later.

Fields

Field Name Description
enableAccountPlan
Field Type
boolean
Description
Indicates whether Account Plans is enabled (true) or not (false). The default value is false.

Declarative Metadata Sample Definition

The following is an example of an AccountPlanSettings component.

1<?xml version="1.0" encoding="UTF-8"?>
2<AccountPlanSettings xmlns="http://soap.sforce.com/2006/04/metadata">
3	<enableAccountPlan>true</enableAccountPlan>
4</AccountPlanSettings>

The following is an example package.xml that references the previous definition.

1<?xml version="1.0" encoding="UTF-8"?>
2<Package xmlns="http://soap.sforce.com/2006/04/metadata">
3     <types>
4         <members>AccountPlan</members>
5         <name>Settings</name>
6     </types>
7     <version>63.0</version>
8</Package>

Wildcard Support in the Manifest File

The wildcard character * (asterisk) in the package.xml manifest file doesn’t apply to metadata types for feature settings. The wildcard applies only when retrieving all settings, not for an individual setting. For details, see Settings. For information about using the manifest file, see Deploying and Retrieving Metadata with the Zip File.