AccountPlanObjMeasCalcDef

Represents the metadata associated with an account plan objective measure calculation definition. An account plan objective measure calculation definition contains a target object, rollup field, and logic for calculating the current value of a sales account plan objective measure.

This type extends Metadata and inherits its fields.

AccountPlanObjMeasCalcDef components have the suffix .accountPlanObjMeasCalcDef and are stored in the accountPlanObjMeasCalcDefs folder.

Introduced in API version 63.0.

To access AccountPlanObjMeasCalcDef components, enable account plans.

• Type: AccountPlanObjMeasCalcCond[]
• Required: No
• Description: The field and value combinations for filtering records to include in the calculation definition.

• Type: string
• Required: No
• Description: A summary of the calculation definition that’s visible to users when they select the definition for an account plan objective measure.

• Type: string
• Required: Yes
• Description: Required.

• Type: string
• Required: Yes
• Description: Required.

• Type: string
• Required: Yes
• Description: Required.

• Type: string
• Required: Yes
• Description: Required.

• Type: string
• Required: No
• Description: The field on TargetObject to use for calculating the account plan objective measure’s current value. Rollup fields on the Campaign, Case, Contact, or Opportunity object are supported.

• Type: string
• Required: Yes
• Description: Required.

Represents a field and value combination for filtering records to include in the calculation of a sales account plan objective measure’s current value.

• Type: string
• Required: Yes
• Description: Required.

• Type: string
• Required: Yes
• Description: Required.

• Type: string
• Required: Yes
• Description: Required.

The following is an example of an AccountPlanObjMeasCalcDef component.

1<?xml version="1.0" encoding="UTF-8"?>
2<AccountPlanObjMeasCalcDef xmlns="http://soap.sforce.com/2006/04/metadata">
3	<conditions>
4		<fieldName>StageName</fieldName>
5		<operation>Equals</operation>
6		<value>ClosedWon</value>
7	</conditions>
8	<description>Define sales revenue goals. Current Value will be 
9		auto-calculated as the sum of your selected Opportunities 
10		Amount with 'Closed Won' Stage.
11	</description>
12	<developerName>Opportunity_Revenue_Targets</developerName>
13	<masterLabel>Opportunity Revenue Targets</masterLabel>
14	<rollupType>Sum</rollupType>
15	<status>Active</status>
16	<targetField>Amount</targetField>
17	<targetObject>Opportunity</targetObject>
18</AccountPlanObjMeasCalcDef>

The following is an example package.xml that references the previous definition.

1<?xml version="1.0" encoding="UTF-8"?>
2<Package xmlns="http://soap.sforce.com/2006/04/metadata">
3     <types>
4         <members>Opportunity_Revenue_Targets</members>
5         <name>AccountPlanObjMeasCalcDef</name>
6     </types>
7     <version>63.0</version>
8</Package>