Success Plan Fields

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. 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.
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.