SECTIONS
The success plan record includes the following fields.
| Field |
Description: |
|---|---|
| Account | The account that relates to the success plan. |
| Annual Revenue | The annual revenue for the account that relates to the success plan. |
| Challenges and Risks | A summary of the challenges and risks identified in the success plan. |
| Effective Date | The date the success plan is effective from. |
| Last Business Review | The date of the last business review for the account that relates to the success plan. |
| Next Business Review | The date of the next business review for the account that relates to the success plan. |
| Owner is Current User | If selected, the owner of the success plan is the current Salesforce user. |
| Template | If selected, the success plan is a template. |
| Status | The status of the success plan. |
| Success Plan Owner | The owner of the success plan. |
| Summary | A summary of the success plan. |