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Account Planner References
Custom Objects | Account Planner by GSP
The Account Planning app contains the following objects. Key Account Plan (KeyAccountPlan__Account_Plan__c) This object stores the core information about...
Account Plan Fields | Account Planner by GSP
The Account Plan object has the fields in the table below. Remember, you can add custom fields important to your...
Account Fields | Account Planner by GSP
The app includes the following Account-level fields. Add some or all of these fields to your Account page layouts. Key:...
Objective Fields | Account Planner by GSP
The Objective object contains the following fields. Key: Field Label (API Name, Field Type, Additional Information) Account Plan (KeyAccountPlan__Account_Plan__c,...
Account Plan Contact Role Fields | Account Planner by GSP
The Account Plan Contact Role object contains the following fields. Remember, you can modify the Relationship Strength picklist to show...
Account Plan Partner Roles Fields | Account Planner by GSP
The Account Plan Partner Roles object has the fields in the table below. Remember, you can modify the Partner Type...
Account Plan Colleague Roles Fields | Account Planner by GSP
The Account Plan Colleague Role object contains the following fields. Remember, you can modify the Colleague Role picklist to show...
Whitespace Fields | Account Planner by GSP
The Whitespace object contains the following fields. Remember, you can modify the Offering and With picklists to show the options...
Field Sets | Account Planner by GSP
The app contains the following field sets. GSP Account Plan (Opportunity) This Field Set defines the fields on the...
Custom Settings | Account Planner by GSP
The Key Account Planner application comes with custom settings in the table below. Historical Data Batch Size This setting...
Account Health Review Fields | Account Planner by GSP
The Account Health Review object contains the following fields. Key: Field Label (API Name, Field Type, Additional Information) Account (KeyAccountPlan__Account__c,...
Heat Map Value Fields | Account Planner by GSP
The Heat Map Value object contains the following fields. Key: Field Label (API Name, Field Type, Additional Information) Heat Map...
Account Health Criteria Fields | Account Planner by GSP
The Account Health Criteria object contains the following fields. Key: Field Label (API Name, Field Type, Additional Information) Account Health...
Opportunity Fields | Account Planner
The Objective object contains the following fields. Key: Field Label (API Name, Field Type, Additional Information) Account Plan Team...