Adding the Account Plan Last Modified Date to the Account Header requires:

• Assigning one Account Plan as the ‘Primary’ Account Plan

• Creation of a Custom Formula Field on the Account

• Adding that field to a new or existing Compact Layout.

The field will reflect the last modified date on the Primary Account Plan only.

Create the Custom Field

Step 1. Choose the field type

Data Type: Formula

Next

Step 2. Choose output type

Field Label: AP Last updated

Field Name: SUBS_APLastUpdated

Formula Return Type: Date/Time

Next

Step 3. Enter formula

AP Last Updated (Date Time)= : TSPC__CPAccountPlan__r.LastModifiedDate

Next

Step 4. Establish field-level security

Leave as is or modify as needed

Next

Step 5. Add to page layouts

Leave as is or modify as needed

Save

Add AP Last Updated to the Account Header

Go to the Gear Icon > Setup > Object Manager > Account > Compact Layout

If the only Compact Layout is ‘System Default’

Clone the Layout and assign a new name. e.g. New Header

Or, add the new Field to an existing Compact Layout

Add the new Field to the Compact Layout

Open the new Compact Layout and click Edit. Move the Field from Available Fields to Selected Fields.

Save

Note: The Compact Layout selected as Primary is the layout that will be displayed on the Account Page.

Result:

The Primary Account Plan will update the field. If no Primary Account is selected, the field will not update