AccountPlan

Represents customer information with measurable objectives and executable steps to proactively manage and grow customer relationships.

Introduced in API version 62.0.

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

  • This object is available if sales account plans are turned on.
  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: The key obstacles to the growth of the account.
  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: The shortcomings that hinder the account’s ability to outperform competitors in the market.
  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: The abilities of the account to outperform their competitors in the market.
  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: The businesses or companies that offer similar products or services and compete for the same target market as the account.

  • Type: reference

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description:

    The Account record.

    This field is a relationship field.

  • Relationship name: Account

  • Relationship type: relationship

  • Refers to: Account

  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: The shifts in the pattern of the industry that are specific to the account.
  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: The key performance indicators used by the account to measure the success and effectiveness of a product or service.
  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: The key priorities of the account.
  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: The long-term value statement of the account.
  • Type: textarea
  • Properties: Create, Nillable, Update
  • Introduced: API version 66.0
  • Type: textarea
  • Properties: Create, Nillable, Update
  • Introduced: API version 66.0
  • Type: textarea
  • Properties: Create, Nillable, Update
  • Introduced: API version 66.0
  • Type: textarea
  • Properties: Create, Nillable, Update
  • Introduced: API version 66.0
  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The end date of the account plan.
  • Type: textarea
  • Properties: Create, Nillable, Update
  • Introduced: API version 66.0
  • Type: string
  • Properties: Create, Filter, Group, idLookup, Sort, Update
  • Description: The name of the account plan.
  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: The notes or observations for the account plan.
  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: The list of sales or potential deal opportunities in the relationship with the account.
  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: The strengths in the relationship with the account.
  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: The possible concerns in the relationship with the account.
  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: The shortcomings in the relationship with the account.
  • Type: textarea
  • Properties: Create, Nillable, Update
  • Introduced: API version 66.0
  • Type: textarea
  • Properties: Create, Nillable, Update
  • Introduced: API version 66.0
  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The start date of the account plan.

  • Type: picklist

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description:

    Specifies the status of the account plan.

    The default value is Not Started.

  • Possible values:

    • Active — Active
    • Inactive — Inactive
    • Not Started — Not Started (default)

  • Default value: Not Started

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.