Unique identifier for the account plan record within the Veeva Vault system. This value is system-generated and immutable.

Indicates the type of account plan being created or referenced. This can define the strategic purpose or classification, such as territory-specific or product-focused plans.

System-assigned globally unique identifier used to distinguish this account plan across multiple Vault environments or integrations.

URL or reference link to access the account plan directly within the Vault interface. This is useful for UI integration and quick navigation.

Human-readable name of the account plan, used to identify it in dashboards, reports, and user interfaces.

Current lifecycle status of the account plan, such as 'In Progress', 'Completed', or 'Cancelled'. This is used to control user interactions and reporting.

User who originally created the account plan. Stores the Vault username or ID of the creator.

Timestamp representing when the account plan record was first created in the Vault system.

User who last modified the account plan. This is useful for tracking recent updates or changes.

Timestamp of the most recent modification to the account plan. Enables auditing and synchronization.

Indicates whether the account plan is currently active. Active plans are considered for reporting and planning purposes.

Total number of plan tactics (sub-actions or initiatives) that have been marked as completed under this account plan.

Free-text field for describing the purpose, scope, and objectives of the account plan.

Qualitative assessment of the account plan's overall health, such as 'Good', 'At Risk', or 'Poor'. Often used for visual tracking and executive summaries.

Identifier used by mobile applications to track and synchronize the account plan record in offline mode or across devices.

Reference to associated sales opportunities linked to the account plan. May contain multiple IDs or concatenated strings representing opportunity records.

Percentage indicating the completion status of the plan based on completed versus total tactics. Reflects overall plan progress.

Detailed metric showing the progress of all plan tactics within this account plan. May consider weights or priorities.

General progress percentage for the account plan, factoring in multiple elements such as tasks, tactics, and milestones.

Business-level categorization of the account plan's current state. Distinct from system 'Status' and can reflect strategic evaluation stages.

Text field for capturing identified strengths in the account strategy, such as relationships, product fit, or prior success.

Text field describing perceived or known threats that could hinder the success of the account plan.

Total number of tactics defined within the account plan. This includes both completed and pending items.

Custom classification field used to group or segment account plans based on business needs, such as 'KOL Engagement' or 'Market Development'.

Narrative description of any strategic or operational weaknesses identified during the planning process.

Reference to the primary account of the Healthcare Organization (HCO) or Healthcare Professional (HCP) associated with this plan, typically linking to the account master record.

Reference to duplicated versions of the account plan, useful for tracking derived strategies or plan versioning.

User or role responsible for executing and maintaining the account plan. Usually corresponds to a field team member or account manager.

Identifier used in legacy Customer Relationship Management (CRM) systems for cross-platform mapping and historical data integrity during migration.

Planned or actual end date of the account plan lifecycle. This is used for filtering and analytics.

Planned or actual start date of the account plan. Helps define the reporting and execution window.

Country associated with the user who owns or created the plan. Often used for regional segmentation or compliance filtering.