AccountTactics
Tracks specific tactics or strategies executed at the account level, often aligned with broader marketing or field force initiatives.
Columns
| Name | Type | ReadOnly | Description |
| ID [KEY] | String | True |
System-generated unique identifier for each account tactic record within the Veeva Vault environment. |
| Account Tactic Type | String | True |
Specifies the classification of the account tactic, indicating the strategic category it falls under, as defined by the object_type__v field. |
| Global ID | String | True |
A globally unique identifier used to reference the tactic across integrated systems, ensuring consistency in cross-system operations. |
| Link | String | False |
A system-generated URL or internal reference that provides direct access to the specific account tactic record in Veeva Vault. |
| Name | String | False |
The user-defined name of the account tactic, typically used to easily identify and differentiate between tactics. |
| Status | String | False |
Indicates the current state of the account tactic, such as Active, Inactive, Planned, or Completed, as stored in status__v. |
| Created By | String | True |
The user ID or name of the individual who initially created the account tactic entry in the system. |
| Created Date | Datetime | True |
Timestamp reflecting the date and time when the account tactic record was first created in Veeva Vault. |
| Last Modified By | String | True |
User who most recently updated the account tactic record, helping to track the latest changes made. |
| Last Modified Date | Datetime | True |
The most recent timestamp showing when any modification was made to this account tactic record. |
| Call Objective Progress | Double | False |
Represents the percentage progress made toward achieving call objectives related to this tactic, based on logged activity. |
| Complete | Bool | False |
Boolean flag indicating whether the account tactic has been marked as fully completed within the tracking workflow. |
| Completed Call Objectives | Decimal | False |
Numeric value representing the number of call objectives successfully completed under this tactic. |
| Description | String | False |
Detailed textual explanation describing the purpose, context, or scope of the account tactic. |
| Mobile ID | String | False |
Unique identifier used to reference the tactic on mobile devices, supporting offline or field-based operations. |
| Product | String | False |
Product associated with the account tactic, linking the tactic to a specific pharmaceutical or commercial offering. |
| Progress Type | String | False |
Defines how progress is measured for the tactic, such as by percentage, milestone completion, or manual status updates. |
| Progress | Double | False |
Numeric representation of overall progress achieved on the tactic, usually expressed as a percentage value between 0 and 100. |
| Account Tactic Status | String | False |
The lifecycle status of the account tactic from a business perspective, such as Draft, Submitted, or Approved. |
| Total Call Objectives | Decimal | False |
The total number of call objectives originally defined for this account tactic. |
| Type | String | False |
Specifies the subcategory or functional type of the tactic, often used for internal classification and reporting. |
| Account Plan | String | False |
Reference to the associated account plan, indicating the higher-level strategic initiative this tactic supports. |
| Account | String | False |
The specific account to which this tactic is assigned, representing the target entity or organization. |
| Plan Tactic | String | False |
Reference to the corresponding plan tactic, if any, used to further break down the tactic into actionable items. |
| Product Strategy | String | False |
The overarching product strategy that this tactic supports, helping align field efforts with brand-level goals. |
| Owner | String | False |
User or system identifier of the individual responsible for managing or executing the account tactic. |
| Legacy CRM Id | String | False |
Identifier from a previous Customer Relationship Management (CRM) system used to preserve historical data and facilitate data migration or reconciliation. |
| Product Tactic | String | False |
Reference to a more granular tactic tied to a specific product component, allowing deeper tracking of execution activities. |
| Share With | String | False |
List of user IDs, roles, or groups with whom this tactic is shared, enabling collaboration or visibility across teams. |