TerritoryBusinessPlan

Represents the detailed, strategic outline of vital customer information. This object is used to effectively manage and expand customer relationships within a specific territory. This object is available in API version 65.0 and later.

Supported Calls

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

Fields

CompletionPercentage

Type: percent
Properties: Create, Filter, Nillable, Sort, Update
Description: The percentage of completion of the territory business plan.

Description

Type: textarea
Properties: Create, Update
Description: The description of the territory plan.

EffectiveEndDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The effective end date of the territory plan.

EffectiveStartDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The effective start date of the territory plan.

IsActive

Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Indicates whether the territory plan is active (true) or not (false).
Default value: false

LastReferencedDate

Type: dateTime
Properties: Filter, Nillable, Sort
Description: The timestamp when the current user last accessed this record indirectly, for example, through a list view or related record.

LastViewedDate

Type: dateTime
Properties: Filter, Nillable, Sort
Description: The timestamp when the current user last viewed this record or list view.

Name

Type: string
Properties: Create, Filter, Group, idLookup, Sort, Update
Description: The name of the territory business plan.

OwnerId

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

This field is a polymorphic relationship field.
Relationship Name: Owner
Refers To: Group, User

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 this object.

Status

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Specifies the current state of the territory plan.
Possible values:
- Completed
- Idle
- In Progress

TerritoryId

Type: reference
Properties: Create, Filter, Group, Sort, Update
Description: The ID of the territory associated with the territory plan.

This field is a relationship field.
Relationship Name: Territory
Refers To: Territory2

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.

TerritoryBusinessPlanChangeEvent: Change events are available for the object.
TerritoryBusinessPlanFeed: Feed tracking is available for the object.
TerritoryBusinessPlanHistory: History is available for tracked fields of the object.
TerritoryBusinessPlanOwnerSharingRule: Sharing rules are available for the object.
TerritoryBusinessPlanShare: Sharing is available for the object.