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Pri TaunkPri Taunk 

Has anyone got any suggestions or ideas on how best to create a custom object to manage Account Plans

This would sit within the standard Accounts object? Has anyone done something similar in their org?
Hi Pri,
 Arent Account plans one-to-one with the Account? Why do you need to create an additional objects instead of stoing it at the Account level?
Pri TaunkPri Taunk
Hi Krishna, I'm looking to store it at an account level but an account can have multiple account plans ( for different time frame) so thought a custom object would make sense? I'm trying to pull in the contact roles + account teams to this custom object  (account plan). Open to suggestions if there is a different / better way to do this..