AccountPlanSettings Metadata Type in SFDX

Architectural Overview#

The AccountPlanSettings metadata type is the org-wide switch for native Sales Cloud Account Plans. When enabled, Salesforce provisions the standard data model for strategic account management—including AccountPlan, AccountPlanObjective, AccountPlanObjectiveMeasure, and AccountPlanObjMeasCalcDef—alongside SWOT analysis panels and buyer relationship map integrations.

For architects managing multi-stage CI/CD pipelines, AccountPlanSettings is a critical schema gatekeeper: any custom fields, page layouts, Lightning Record Pages (FlexiPage), or Permission Sets referencing AccountPlan will fail to deploy unless AccountPlan.settings-meta.xml is enabled first.

Directory and File Conventions#

In SFDX source format, AccountPlanSettings resides in force-app/main/default/settings/ and is addressed via Settings:AccountPlan.

Key Metadata Fields#

The AccountPlanSettings XML schema exposes the following boolean flags in API version 68.0:

Declarative XML and Package Manifest Examples#

Below is the declarative AccountPlan.settings-meta.xml file:

<?xml version="1.0" encoding="UTF-8"?>
<AccountPlanSettings xmlns="http://soap.sforce.com/2006/04/metadata">
    <enableAccountPlan>true</enableAccountPlan>
</AccountPlanSettings>

Scratch Org Configuration (config/project-scratch-def.json)#

{
  "orgName": "Enterprise Account Planning Scratch Org",
  "edition": "Enterprise",
  "settings": {
    "accountPlanSettings": {
      "enableAccountPlan": true
    }
  }
}

Package Manifest (package.xml)#

<?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
    <types>
        <members>AccountPlan</members>
        <name>Settings</name>
    </types>
    <version>68.0</version>
</Package>

CLI Retrieval and Deployment Commands#

Retrieve and deploy AccountPlanSettings using Salesforce CLI:

# Retrieve AccountPlanSettings from the org
sf project retrieve start --metadata Settings:AccountPlan

# Deploy AccountPlanSettings to enable standard AccountPlan objects
sf project deploy start --metadata Settings:AccountPlan

Architect Best Practices and Gotchas#

• Object Permissions Are Not Automatic: Enabling enableAccountPlan creates the AccountPlan objects, but non-admin users still require Read, Create, Edit, and Delete CRUD permissions granted via a PermissionSet.
• Sharing Model: AccountPlan has its own Organization-Wide Default (OWD) sharing setting (typically Private or ControlledByParent). Review your CustomObject AccountPlan.object-meta.xml sharing configuration immediately after enabling AccountPlanSettings.

Frequently asked questions

What does enabling AccountPlanSettings do in a Salesforce org?

It activates the native Sales Cloud Account Plans feature and provisions standard objects including AccountPlan, AccountPlanObjective, and AccountPlanObjectiveMeasure.

How do I include AccountPlanSettings in package.xml?

Use the Settings metadata type with the member name AccountPlan in your package.xml manifest.

Where is AccountPlanSettings stored in an SFDX project?

It is stored at force-app/main/default/settings/AccountPlan.settings-meta.xml.

Why did my deployment of AccountPlan layouts or flows fail in a new sandbox?

The standard AccountPlan objects do not exist in the org schema until AccountPlanSettings is deployed with enableAccountPlan set to true.