Newer Version Available

This content describes an older version of this product. View Latest

cgcloud__RBF_Template__c

Creation template for Rate-based Funding (RBF) records. This object is available in API version 54.0 and later.

Supported Calls

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

Fields

Field Details
LastReferencedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
Most recent date on which a user referenced this record.
LastViewedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
Most recent date on which a user viewed this record.
Name
Type
string
Properties
Create, Defaulted on create, Filter, Group, idLookup, Nillable, Sort, Update
Description
Unique identification of the record.
OwnerId
Type
reference
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
ID of the record owner.
This is a polymorphic relationship field.
Relationship Name
Owner
Relationship Type
Lookup
Refers To
Group, User
cgcloud__Active__c
Type
boolean
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
Controls whether the template can be used to create a Rate-Based Funding Record, regardless of User Role.
The default value is true.
cgcloud__Anchor_Type__c
Type
picklist
Properties
Create, Filter, Group, Restricted picklist, Sort, Update
Description

Customer Anchor Type for the Rate-Based Funding record which drives the visibility for the Anchor attribute.

Possible values are:
  • Customer
cgcloud__Condition_Source_KPI__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Condition Source KPI (Lookup to KPI Definition).
This is a relationship field.
Relationship Name
cgcloud__Condition_Source_KPI__r
Relationship Type
Lookup
Refers To
cgcloud__KPI_Definition__c
cgcloud__Condition_Target_KPI__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Condition Target KPI (Lookup to KPI Definition).
This is a relationship field.
Relationship Name
cgcloud__Condition_Target_KPI__r
Relationship Type
Lookup
Refers To
cgcloud__KPI_Definition__c
cgcloud__Currency__c
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Currency of the Sales Org assigned to the template.
cgcloud__Description_Language_1__c
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Stores the description of language 1.
cgcloud__Description_Language_2__c
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Stores the description of language 2.
cgcloud__Description_Language_3__c
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Stores the description of language 3.
cgcloud__Description_Language_4__c
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Stores the description of language 4.
cgcloud__Description__c
Type
string
Properties
Filter, Nillable, Sort
Description
Description based on the user-specified language.
This is a calculated field.
Formula
cgcloud__Fund_Template__c
Type
reference
Properties
Create, Filter, Group, Sort, Update
Description
Reference to Fund Template. Template from which the RBF Template determines the fund type.
This is a relationship field.
Relationship Name
cgcloud__Fund_Template__r
Relationship Type
Lookup
Refers To
cgcloud__Fund_Template__c
cgcloud__Internal_Id__c
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Internal ID is created to ensure that the same short code doesn't correspond to the same Sales Org.
cgcloud__KPI_Set_KPI_Definition__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
KPI that's used to populate the Total RBF attribute on the Rate Based Funding.
This is a relationship field.
Relationship Name
cgcloud__KPI_Set_KPI_Definition__r
Relationship Type
Lookup
Refers To
cgcloud__KPI_Definition__c
cgcloud__KPI_Set__c
Type
reference
Properties
Create, Filter, Group, Sort, Update
Description
Reference to KPI Set.
This is a relationship field.
Relationship Name
cgcloud__KPI_Set__r
Relationship Type
Lookup
Refers To
cgcloud__KPI_Set__c
cgcloud__KPI_Subset__c
Type
picklist
Properties
Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
Allows filtering of KPI Definitions in the GridHierarchyView component.
Possible values are:
  • Adjustment
  • BaselineManagement—Baseline Management
  • Broker
  • Finance
  • MidLevelPlanning—Mid Level Planning
  • Monitoring
  • Planning
  • PromoUI
  • PromotionScenarios—Promotion Scenarios
  • Retailer
  • SPC
  • SPCLumpSum
  • SPCPR
  • VPC
The default value is Planning.
cgcloud__RBF_Total_KPI__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Reference to KPI Definition.
This is a relationship field.
Relationship Name
cgcloud__RBF_Total_KPI__r
Relationship Type
Lookup
Refers To
cgcloud__KPI_Definition__c
cgcloud__Rate_Type__c
Type
picklist
Properties
Create, Filter, Group, Restricted picklist, Sort, Update
Description
Allows for the various calculation methods of Rate Based Funding KPIs.
Possible values are:
  • Currency/Case
  • Fixed
  • Percent of Revenue
cgcloud__Sales_Org__c
Type
reference
Properties
Create, Filter, Group, Sort, Update
Description
Reference to sales organization.
This is a relationship field.
Relationship Name
cgcloud__Sales_Org__r
Relationship Type
Lookup
Refers To
cgcloud__Sales_Organization__c
cgcloud__Short_Code__c
Type
string
Properties
Create, Filter, Group, idLookup, Sort, Update
Description
Unique code that's used as a Legacy System reference for integration.
cgcloud__Sort__c
Type
double
Properties
Create, Filter, Nillable, Sort, Update
Description
Sort order of the Rate Based Fund template.

Associated Objects

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

cgcloud__RBF_Template__cChangeEvent
Change events are available for the object.
cgcloud__RBF_Template__cFeed
Feed tracking is available for the object.
cgcloud__RBF_Template__cHistory
History is available for tracked fields of the object.
cgcloud__RBF_Template__cOwnerSharingRule
Sharing rules are available for the object.
cgcloud__RBF_Template__cShare
Sharing is available for the object.