AcctMgrTarget

Represents a target created by an account manager. It stores the fiscal year, measure, target value, start date, end date, and assignment information of an account manager target. This object is available in API version 49.0 and later.

Supported Calls

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

Fields

Field Details
AssignedTargetPercentage
Type
percent
Properties
Create, Filter, Nillable, Sort, Update
Description
The percentage of the parent account manager target value assigned to a team member.
AssignedToUserId
Type
reference
Properties
Create, Filter, Group, Sort, Update
Description
The ID of a user who has been assigned an account manager target.
EndDate
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
This date is populated based on the end date of the fiscal year that is selected for an account manager target. It’s a read-only field.
FiscalYearId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The ID of the fiscal year selected for an account manager target. It’s a read-only field.
LastReferencedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The timestamp for when a user last referenced an account manager target record.
LastViewedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The timestamp for when a user last viewed an account manager target record.
Measure
Type
picklist
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
This field stores the measure of an account manager target. The measure can be a custom value but it must map to at least one of the predefined measure types. The value Revenue is provided by default.
MeasureType
Type
picklist
Properties
Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort
Description
There are two predefined measure types for an account manager target. The valid values are:
  • Currency (default)
  • Other
Name
Type
string
Properties
Create, Filter, Group, idLookup, Sort, Update
Description
The user-defined name of an account manager target.
OwnerId
Type
reference
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
The ID of a user who owns an account manager target record.
ParentAcctMgrTargetId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The ID of the parent account manager target.
StartDate
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
This date is populated based on the start date of the fiscal year that is selected for an account manager target.
TargetCurrencyValue
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The value of an account manager target that has the measure type as Currency.
TargetValue
Type
double
Properties
Create, Filter, Nillable, Sort, Update
Description
The value of an account manager target that has the measure type as Other.
TeamMemberHierarchyType
Type
picklist
Properties
Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort
Description
The hierarchy type of team members for account manager target assignments. The valid values are:
  • ForecastsHierarchy—Derived from the Forecasts Hierarchy. setup
  • ManagerHierarchy (Default)—Derived from the Manager field of a user.

Associated Objects

This object has the following associated objects. Unless noted, they are available in the same API version as this object.

AcctMgrTargetChangeEvent (API Version 62.0)
Change events are available for the object.
AcctMgrTargetFeed
Feed tracking is available for the object.
AcctMgrTargetHistory
History is available for tracked fields of the object.
AcctMgrTargetShare
Sharing is available for the object.