- Home
- Knowledge Base
- Account Planner by GSP
- References
- Account Health Review Fields
Account Health Review Fields
The Account Health Review object contains the following fields.
Key: Field Label (API Name, Field Type, Additional Information)
- Account (KeyAccountPlan__Account__c, Master-Detail)
Master Detail Relationship to the Account Record. - Account Plan (KeyAccountPlan__Account_Plan__c, Lookup)
Lookup Relationship to the Key Account Plan Record. - Average Score (KeyAccountPlan__Average_Score__c, Formula – Number)
Calculates the Average Score of the Score Field on the Account Health Criteria Records. - Comments (KeyAccountPlan__Commentary__c, Text Area)
Allows you to add comments to Account Health Review Records. - Highest Score (KeyAccountPlan__Highest_Score__c, Roll-up Summary)
Roll-Up Summary of the Highest Score from the Account Health Criteria Records. - Lowest Score (KeyAccountPlan__Lowest_Score__c, Roll-up Summary)
Roll-Up Summary of the Lowest Score from the Account Health Criteria Records. - Review Date (KeyAccountPlan__Review_Date__c, Date)
Date Field for marking when the Account Health Review took place. - Total Count (KeyAccountPlan__Total_Count__c, Roll-up Summary)
Roll Up of the Number of Account Health Criteria Records associated to the Account Health Review. - Total Score (KeyAccountPlan__Total_Score__c, Roll-up Summary)
Roll Up of the Total Score of Account Health Criteria Records associated to the Account Health Review.