SECTIONSSuccess Plan Fields
The Success Plan object includes the following fields.
R – Read-only field
| 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. For more information about the formatting options available in the rich text editor, see the Salesforce Help. | |
| 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. The date of the last business review must be before the date of the next business review. | |
| Next Business Review | The date of the next business review for the account that relates to the success plan. The date of the next business review must be after the date of the last business review. | |
| Owner is Current User | If selected, the owner for the success plan is the current Salesforce user. | |
| Record Type | R |
The type of the success plan record. This field displays only if your administrator has created one or more record types for this object and added this field to the necessary page layouts. The user can select a record type when creating a new success plan record from the Actions panel. If only one record type has been created for this object, that record is selected by default. For more information, see Setting up Customer Success Cloud. |
| 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. For more information about the formatting options available in the rich text editor, see the Salesforce Help. |