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109 lines
5.6 KiB
JSON
109 lines
5.6 KiB
JSON
{
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"sections": [
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"title",
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"description",
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"fields",
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"special_access_rules",
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"associated_objects"
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],
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"title": "AccountPlanObjective - Data API",
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"description": "Represents strategic objectives or initiatives pursued by a relationship team with a customer to enhance customer engagement and satisfaction. This object is available in API version 62.0 and later.",
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"fields_columns": [
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"type",
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"properties",
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"description",
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"relationship_name",
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"relationship_type",
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"refers_to"
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],
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"fields": {
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"AccountPlanId": {
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"type": "reference",
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"properties": "Create, Filter, Group, Sort",
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"description": "The account plan associated with the objective. This field is a relationship field.",
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"relationship_name": "AccountPlan",
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"relationship_type": "Master-detail",
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"refers_to": "AccountPlan"
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},
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"AccountPlanObjCategoryId": {
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"type": "reference",
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"properties": "Create, Filter, Group, Nillable, Sort, Update",
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"description": "The category associated with the account plan objective. To access this field, you must have an FSC Sales or a Financial Services Cloud Extension license. This field is a relationship field.",
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"relationship_name": "AccountPlanObjCategory",
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"refers_to": "AccountPlanObjectiveCategory"
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},
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"Description": {
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"type": "textarea",
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"properties": "Create, Nillable, Update",
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"description": "The description of the account plan objective."
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},
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"EndDate": {
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"type": "date",
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"properties": "Create, Filter, Group, Nillable, Sort, Update",
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"description": "The end date of the account plan objective."
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},
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"ExternalStakeholderId": {
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"type": "reference",
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"properties": "Create, Filter, Group, Nillable, Sort, Update",
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"description": "The customer stakeholder contact associated with the account plan objective. The relationship team collaborates with the customer stakeholder to achieve a specific objective. To access this field, you must have an FSC Sales or a Financial Services Cloud Extension license. This field is a relationship field.",
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"relationship_name": "ExternalStakeholder",
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"refers_to": "Contact"
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},
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"LastInteractionSumGenDate": {
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"type": "dateTime",
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"properties": "Create, Filter, Nillable, Sort, Update",
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"description": "The date when the most recent interaction summary was generated using Einstein Generative AI. To access this field, you must have an FSC Sales or a Financial Services Cloud Extension license."
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},
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"LastReferencedDate": {
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"type": "dateTime",
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"properties": "Filter, Nillable, Sort",
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"description": "The timestamp for when the current user last viewed a record related to this record."
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},
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"LastViewedDate": {
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"type": "dateTime",
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"properties": "Filter, Nillable, Sort",
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"description": "The timestamp for when the current user last viewed this record. If this value is null, it’s possible that this record was referenced (LastReferencedDate) and not viewed."
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},
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"Name": {
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"type": "string",
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"properties": "Create, Filter, Group, idLookup, Sort, Update",
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"description": "The name of the account plan objective."
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},
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"ObjectiveInteractionSummary": {
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"type": "textarea",
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"properties": "Create, Nillable, Update",
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"description": "The summary of interactions that occur with the account in relation to the account plan objective. To access this field, you must have an FSC Sales or a Financial Services Cloud Extension license."
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},
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"ObjectiveOwnerId": {
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"type": "reference",
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"properties": "Create, Filter, Group, Nillable, Sort, Update",
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"description": "The owner user associated with the objective. This field is a relationship field.",
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"relationship_name": "ObjectiveOwner",
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"refers_to": "User"
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},
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"OwnerId": {
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"type": "reference",
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"properties": "Create, Defaulted on create, Filter, Group, Sort, Update",
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"description": "ID of the user who created the record. This field is a polymorphic relationship field.",
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"relationship_name": "Owner",
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"refers_to": "Group, User"
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},
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"Priority": {
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"type": "picklist",
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"properties": "Create, Filter, Group, Nillable, Restricted picklist, Sort, Update",
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"description": "Specifies the level of importance placed on achieving the objective associated with the account plan. To access this field, you must have an FSC Sales or a Financial Services Cloud Extension license. Possible values are: High Low Medium"
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},
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"StartDate": {
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"type": "date",
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"properties": "Create, Filter, Group, Nillable, Sort, Update",
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"description": "The start date of the account plan objective."
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},
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"Status": {
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"type": "picklist",
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"properties": "Create, Filter, Group, Nillable, Restricted picklist, Sort, Update",
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"description": "Specifies the status of the account plan objective. Possible values are: Closed In Progress New"
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}
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},
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"special_access_rules": "This object is available if sales account plans are turned on.",
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"associated_objects": "This object has these 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.\n\n- **AccountPlanObjectiveChangeEvent**: Change events are available for the object.\n- **AccountPlanObjectiveHistory**: History is available for tracked fields of the object.\n- **AccountPlanObjectiveOwnerSharingRule**: Sharing rules are available for the object.\n- **AccountPlanObjectiveShare**: Sharing is available for the object."
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} |