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CommissionScheduleAssignment

Represents the commission calculation applicable to a specific product or producer for one or multiple commissionable events.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Fields

Field Details
CommissionableEventType
Type
multipicklist
Properties
Create, Filter, Nillable, Restricted picklist, Update
Description
The event that results in the commission calculation.
Possible values are:
  • Contracting
  • Endorsement
  • Issue Policy
  • Policy Issuance
CommissionScheduleId
Type
reference
Properties
Create, Filter, Group, Sort
Description
The ID of the associated Commission Schedule, which is the commission calculation tied to the product or producer.
This is a relationship field.
Relationship Name
CommissionSchedule
Relationship Type
Lookup
Refers To
CommissionSchedule
EffectiveEndDate
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The last date when the Commission Schedule is in effect for the product or producer.
EffectiveStartDate
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The first date when the Commission Schedule is in effect for the product or producer.
LastReferencedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The timestamp for when the current user last viewed a record related to this record.
LastViewedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The timestamp for when the current user last viewed this record. If this value is null, it’s possible that this record was referenced (LastReferencedDate) and not viewed.
MaxCommissionAmount
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The maximum commission calculated for the product or producer for a commissionable event. Constrains the output from the Commission Schedule.
MinCommissionAmount
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The minimum commission calculated for the product or producer for a commissionable event. Constrains the output from the Commission Schedule.
Name
Type
string
Properties
Autonumber, Defaulted on create, Filter, idLookup, Sort
Description
Name of the Commission Schedule Assignment.
ProducerId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The producer, broker, brokerage, or other user who receives the commission.
This is a relationship field.
Relationship Name
Producer
Relationship Type
Lookup
Refers To
Producer
Product2Id
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The product for which commissions are calculated.
This is a relationship field.
Relationship Name
Product2
Relationship Type
Lookup
Refers To
Product2

Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

CommissionScheduleAssignmentFeed
Feed tracking is available for the object.
CommissionScheduleAssignmentHistory
History is available for tracked fields of the object.