AccountPlanObjective

Represents strategic objectives or initiatives pursued by a relationship team with a customer to enhance customer engagement and satisfaction.

Introduced in API version 62.0.

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

  • This object is available if sales account plans are turned on.

  • Type: reference

  • Properties: Create, Filter, Group, Sort

  • Description:

    The account plan associated with the objective.

    This field is a relationship field.

  • Relationship name: AccountPlan

  • Relationship type: masterdetail

  • Refers to: AccountPlan

  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: The description of the account plan objective.
  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The end date of the account plan objective.

  • Type: boolean

  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update

  • Introduced: API version 68.0

  • Default value: false

  • Type: string
  • Properties: Create, Filter, Group, idLookup, Sort, Update
  • Description: The name of the account plan objective.

  • Type: reference

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

  • Description:

    The owner user associated with the objective.

    This field is a relationship field.

  • Relationship name: ObjectiveOwner

  • Relationship type: relationship

  • Refers to: User

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The start date of the account plan objective.
  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: Specifies the status of the account plan objective.
  • Possible values:
    • Closed — Closed
    • In Progress — In Progress
    • New — New

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.