cgcloud__Account_Plan__c

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:
  1TEXT( 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:
  1CASE($User.cgcloud__Language_Postfix__c,
  2"Language1", cgcloud__Category_Labels_Language_1__c,
  3"Language2", cgcloud__Category_Labels_Language_2__c,
  4"Language3", cgcloud__Category_Labels_Language_3__c,
  5"Language4",cgcloud__Category_Labels_Language_4__c,
  6cgcloud__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:
  1CASE($User.cgcloud__Language_Postfix__c,
  2"Language1", cgcloud__Description_Language_1__c,
  3"Language2", BLANKVALUE(cgcloud__Description_Language_2__c,cgcloud__Description_Language_1__c),
  4"Language3", BLANKVALUE(cgcloud__Description_Language_3__c,cgcloud__Description_Language_1__c),
  5"Language4", BLANKVALUE(cgcloud__Description_Language_4__c,cgcloud__Description_Language_1__c),
  6cgcloud__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:
  1TEXT (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

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: Change events are available for the object.
• cgcloud__Account_Plan__cFeed: Feed tracking is available for the object.
• cgcloud__Account_Plan__cHistory: History is available for tracked fields of the object.
• cgcloud__Account_Plan__cOwnerSharingRule: Sharing rules are available for the object.
• cgcloud__Account_Plan__cShare: Sharing is available for the object.