Business Plan

The business plan object allows sales organizations to explicitly establish strategic goals (for example, revenue targets) and action plans to achieve those goals, in the form of objectives, activities, and opportunities.

Child Objects

Activity, Audit Trail,Book, Business Plan, Event, Messaging Plan, Objective, Plan Account, Plan Contact, Plan Opportunity, Sales Assessment, Sales Assessment Value, Team.

Methods Called

The following table details the methods called by the Business Plan service.

Table Methods Called by Business Plan Service

Method	Name as Defined in Service
Delete	BusinessPlanDelete
Execute	BusinessPlanExecute
Insert	BusinessPlanInsert
QueryPage	BusinessPlanQueryPage
Update	BusinessPlanUpdate

Fields

The following table details the required and read-only fields for the business plan object.

Table Required and Read-Only Fields for the Business plan Object

Field Name	Type
PlanName	Required
PeriodName	Required
Type	Required
Status	Required
Audit Fields	Read-only

The following table details the pick map fields for the business plan object.

Table Pick Map Fields for the Business plan Object

Pick Map Field	Maps To
ParentPlanNamePlanName	ParentPlanId
ParentPlanNameExternalSystemId	ParentPlanId
ParentPlanNameIntegrationId	ParentPlanId
ProductName	ProductId
ProductExternalSystemId	ProductId
ProductIntegrationId	ProductId
PeriodName	PeriodId
PeriodExternalSystemId	PeriodId
PeriodIntegrationId	PeriodId
OwnerUserSignId	OwnerId
OwnerExternalSystemId	OwnerId
OwnerIntegrationId	OwnerId

The following table provides a list of the user key combinations for the business plan object.

Table User Key Fields on the Business plan Object

User Key Field Combinations
Id
ExternalSystemId
PeriodId and PlanName

The following table details the picklists available for the business plan object.

Table Picklists Available for the Business plan Object

Field Name
Type
Status