Account Plan Colleague Roles Fields

The Account Plan Colleague Role object contains the following fields.

Remember, you can modify the Colleague Role picklist to show the options that are important to your business.

Key: Field Label (API Name, Field Type, Additional Information)

• Key Account Plan (KeyAccountPlan__Account_Plan__c, Master-Detail)
  This field defines the Master-Detail relationship between the Account Plan Colleague Role and the Account Plan.
• Account Plan User Group Name (Name, Auto Number)
  This field is an auto number that represents the name of the Account Plan Colleague Role record.
• Colleague Role (KeyAccountPlan__Group_Role__c, Picklist, Default Values: Executive Sponsor, Project Manager, Customer Services Lead, Pre-Sales Engineer)
  This picklist lets users define each Colleague’s role on the Key Account Plan record.