Success_Plan__c
Label: Success Plan Stores information about success plans.
| Account__c |
Account |
Spring 2023 |
The account that relates to the success plan.
Looks up to: Account
|
Lookup |
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| Annual_Revenue__c |
Annual Revenue |
Spring 2023 |
The annual revenue for the account that relates to the success plan.
Formula:
Account__r.AnnualRevenue
|
Currency(18,2) |
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| Challenges_and_Risks__c |
Challenges and Risks |
Spring 2023 |
A summary of the challenges and risks identified in the success plan.
|
Html(32768) |
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| Effective_Date__c |
Effective Date |
May 2023 |
The date the success plan is effective from.
|
Date |
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| Is_Current_User__c |
Owner is Current User |
June 2023 |
If selected, the owner for the success plan is the current Salesforce user.
Formula:
$User.Id = Success_Plan_Owner__r.Salesforce_User__c
|
Checkbox |
|
| Is_Template__c |
Template |
June 2023 |
If selected, the success plan is a template.
|
Checkbox |
false |
| Last_Business_Review__c |
Last Business Review |
Spring 2023 |
The date of the last business review for the account that relates to the success plan.
|
Date |
|
| Next_Business_Review__c |
Next Business Review |
Spring 2023 |
The date of the next business review for the account that relates to the success plan.
|
Date |
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| Status__c |
Status |
Spring 2023 |
The status of the success plan.
|
Picklist:
Active
Archived
Blocked
Completed
Draft |
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| Success_Plan_Owner__c |
Success Plan Owner |
Spring 2023 |
The owner of the success plan.
Looks up to: Resource__c
|
Lookup |
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| Summary__c |
Summary |
Spring 2023 |
A summary of the success plan.
|
Html(32768) |
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| 