AccountPlan

Life Sciences Cloud fields extend the standard Account Plan object to represent information about customers with measurable objectives and executable steps to proactively manage and grow customer relationships.

Supported Calls

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

Fields

ActionPlanCompletedPct

Type: percent
Properties: Create, Filter, Nillable, Sort, Update
Description: The completed percentage of action plans associated with the account plan.

EconomicalAnalysisInfo

Type: textarea
Properties: Create, Nillable, Update
Description: The evaluation of economic factors that can affect the account, including market trends, economic indicators, and financial health of the customer and their industry.

EnvironmentalAnalysisInfo

Type: textarea
Properties: Create, Nillable, Update
Description: The assessment of environmental factors that can impact the account, such as sustainability considerations, climate change-related risks, and regulatory compliance with environmental standards.

LegalAnalysisInfo

Type: textarea
Properties: Create, Nillable, Update
Description: The detailed analysis of the legal landscape relevant to the account, including regulations, compliance requirements, and potential legal risks or opportunities.

PoliticalAnalysisInfo

Type: textarea
Properties: Create, Nillable, Update
Description: The detailed assessment of political factors that can influence the account, such as government policies, regulatory changes, and political stability in the relevant regions.

SocialAnalysisInfo

Type: textarea
Properties: Create, Nillable, Update
Description: The examination of social factors that can impact the account, including demographic trends, cultural considerations, and social responsibility initiatives.

SourceSystemIdentifier

Type: string
Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
Description: The identifier of the record in the source system.

SourceSystemName

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The name of the system from which data is loaded into the object.

TechnologicalAnalysisInfo

Type: textarea
Properties: Create, Nillable, Update
Description: The evaluation of technological factors that can affect the account, including emerging technologies, industry-specific innovations, and the customer’s technological capabilities and infrastructure.

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.

AccountPlanChangeEvent: Change events are available for the object.
AccountPlanFeed: Feed tracking is available for the object.
AccountPlanHistory: History is available for tracked fields of the object.
AccountPlanShare: Sharing is available for the object.

See Also

Object Reference for the Salesforce Platform: AccountPlan