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.
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