cgcloud__Account_Plan__c Contains the details of the account data for one planning account, one business year and one or multiple categories. This object is available in API version 54.0 and later.
Supported Calls
create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()
Fields
LastReferencedDate
Type : dateTimeProperties : Filter, Nillable, SortDescription : The most recent date on which a user referenced this record.
LastViewedDate
Type : dateTimeProperties : Filter, Nillable, SortDescription : The most recent date on which a user viewed this record.
Name
Type : stringProperties : Autonumber, Defaulted on create, Filter, idLookup, SortDescription : 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 :
BrandCategoryFlavor—Sub BrandPackage—Product Price GroupProductSubCategory
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 :
1 TEXT( cgcloud__Business_Year__c )
cgcloud__Business_Year__c
Type : doubleProperties : Create, Filter, idLookup, Nillable, Sort, UpdateDescription : Refers to the business year for which the plan is defined.
cgcloud__Category_Labels_Language_1__c
Type : stringProperties : Create, Filter, Group, Nillable, Sort, UpdateDescription : Specifies the category labels in short descriptions of language 1 for all categories associated with the plan.
cgcloud__Category_Labels_Language_2__c
Type : stringProperties : Create, Filter, Group, Nillable, Sort, UpdateDescription : Specifies the category labels in short descriptions of language 2 for all categories associated with the plan.
cgcloud__Category_Labels_Language_3__c
Type : stringProperties : Create, Filter, Group, Nillable, Sort, UpdateDescription : Specifies the category labels in short descriptions of language 3 for all categories associated with the plan.
cgcloud__Category_Labels_Language_4__c
Type : stringProperties : Create, Filter, Group, Nillable, Sort, UpdateDescription : 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 :
1 CASE($User.cgcloud__Language_Postfix__c, 2 "Language1", cgcloud__Category_Labels_Language_1__c, 3 "Language2", cgcloud__Category_Labels_Language_2__c, 4 "Language3", cgcloud__Category_Labels_Language_3__c, 5 "Language4",cgcloud__Category_Labels_Language_4__c, 6 cgcloud__Category_Labels_Language_1__c)
cgcloud__Description_Language_1__c
Type : stringProperties : Create, Filter, Group, Nillable, Sort, UpdateDescription : Specifies the description of language 1.
cgcloud__Description_Language_2__c
Type : stringProperties : Create, Filter, Group, Nillable, Sort, UpdateDescription : Specifies the description of language 2.
cgcloud__Description_Language_3__c
Type : stringProperties : Create, Filter, Group, Nillable, Sort, UpdateDescription : Specifies the description of language 3.
cgcloud__Description_Language_4__c
Type : stringProperties : Create, Filter, Group, Nillable, Sort, UpdateDescription : Specifies the description of language 4.
cgcloud__Description__c
Type : string
Properties : Filter, Nillable, Sort
Description : Description based on the user-specific language.
This is a calculated field.
Formula :
1 CASE($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), 6 cgcloud__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 : textareaProperties : Create, Nillable, UpdateDescription : 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 :
1 TEXT (cgcloud__Account__r.cgcloud__Account_Template__r.cgcloud__Sales_Org__c)
cgcloud__Version__c
Type : doubleProperties : Create, Defaulted on create, Filter, Nillable, Sort, UpdateDescription : Refers to the version number.
Associated Objects
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.
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