AcctMgrTargetSettings

Represents the settings of account manager targets. These settings define the distribution frequency, the hierarchy of team members for assignments, and the default price book of account manager targets. This object also displays the record usage details by account manager targets in your Salesforce org. This object is available in API version 49.0 and later.

Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.

Note

Supported SOAP API Calls

create(), describeSObjects(), query(), retrieve(), update(), upsert()

Supported REST API HTTP Methods

GET, POST, PATCH, PUT

Fields

AcctMgrPeriodicTargetDstrCnt

Type: int
Properties: Filter, Group, Nillable, Sort
Description: The number of existing records in the AcctMgrTargetDstr object.

DeveloperName

Type: string
Properties: Filter, Group, Sort
Description: The developer name for AcctMgrTargetSettings.

FullName

Type: string
Properties: Create, Group, Nillable
Description: The full name of the associated metadata type in Metadata API.
Query this field only if the query result contains no more than one record. Otherwise, an error is returned. If more than one record exists, use multiple queries to retrieve the records. This limit protects performance.

Language

Type: picklist
Properties: Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort
Description: The language of the account manager target settings.

MasterLabel

Type: string
Properties: Filter, Group, Sort
Description: The label for AcctMgrTargetSettings. This internal label doesn’t get translated.

Metadata

Type: AcctMgrTargetSettings
Properties: Create, Nillable, Update
Description: The corresponding metadata type.

PeriodType

Type: picklist
Properties: Filter, Group, Restricted picklist, Sort
Description: Indicates the type of period to use for account manager target’s distribution. The
Possible values:
- Month
- Quarter
- Week
- Year

PricebookId

Type: String
Properties: Filter, Group, Nillable
Description: The ID of the price book.

TeamMemberHierarchyType

Type: picklist
Properties: Defaulted on create, Filter, Group, Restricted picklist, Sort
Description: The hierarchy type of team members for account manager target assignments. The
Possible values:
- ForecastsHierarchy—Derived from the Forecasts Hierarchy setup
- ManagerHierarchy—Derived from the Manager field of a user

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