BusinessMilestone

Represents the milestones of a business, such as acquisition, market listing, and expansion.

Supported Calls

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

Fields

ExpirationDate

  • Type: dateTime
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The date when the business milestone expired.

ExpirationDescription

  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: The reason why the business milestone expired.

IsExpired

  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Indicates whether the business milestone has expired.
  • Default value: False

IsTentative

  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Indicates that the exact date of the business milestone is not known.
  • Default value: False

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.

MilestoneDate

  • Type: dateTime
  • Properties: Create, Filter, Sort, Update
  • Description: Required. The date on which the business milestone occurred.

MilestoneDescription

  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: The description of the business milestone.

MilestoneSiteId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The location where the business milestone occurred. For example, the location where a business deal was won.

MilestoneType

  • Type: picklist
  • Properties: Create, Filter, Group, Sort
  • Description: Required. The type of the business milestone.
  • Possible values:
    • Award
    • Bankruptcy
    • Executive Change
    • Expansion
    • Incorporation
    • Market Listing
    • Merger & Acquisition
    • New Funding
    • New Partnership
    • New Product Launch

Name

  • Type: string
  • Properties: Create, Filter, Group, idLookup, Sort, Update
  • Description: Required. An auto-generated number assigned to this record.

OwnerId

  • Type: reference
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: The ID of the record owner.

PrimaryAccountId

  • Type: reference
  • Properties: Create, Filter, Group, Sort
  • Description: Required. The primary business account this business milestone is related to.

SourceSystem

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The name of the source system this record was obtained from.

SourceSystemIdentifier

  • Type: string
  • Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
  • Description: The ID of this record in the source system. This field is unique within your organization.

Associated Objects

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

BusinessMilestoneFeed
Feed tracking is available for the object.
BusinessMilestoneHistory
History is available for tracked fields of the object.
BusinessMilestoneOwnerSharingRule
Sharing rules are available for the object.
BusinessMilestoneShare
Sharing is available for the object.