cgcloudFundc

A fund is the amount of money that's given to an employee for a special reason during a specific business period. This money is used to pay special activities such as promotion campaigns. 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 Autonumber, Defaulted on create, Filter, idLookup, Sort 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
RecordTypeId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Represents the record type of the record. This is a relationship field. Relationship Name RecordType Relationship Type Lookup Refers To RecordType
cgcloud__Actual_RBF__c	Type double Properties Create, Filter, Nillable, Sort, Update Description Total Actual Rate Based Funding (RBF) that's calculated from Fund Grid.
cgcloud__Amount__c	Type double Properties Filter, Nillable, Sort Description Fund Amount - Sum of all Transaction.Amount from Transaction_Row (where Transaction_Row.Target_Fund = #Fund#). This is a calculated field.
cgcloud__Anchor_Account__c	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Reference to an account. This is a relationship field. Relationship Name cgcloud__Anchor_Account__r Relationship Type Lookup Refers To Account
cgcloud__Anchor_Product__c	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Reference to Product. This is a relationship field. Relationship Name cgcloud__Anchor_Product__r Relationship Type Lookup Refers To Product2
cgcloud__Available_to_Plan__c	Type double Properties Filter, Nillable, Sort Description Represents the sum of the Pending Budget amount minus the Spending (Pending) amount. This is a calculated field. Formula
cgcloud__Commitments_Total__c	Type double Properties Filter, Nillable, Sort Description Sum of Spending Committed and LE Spend Pending. This is a calculated field. Formula
cgcloud__Currency__c	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Fund currency. Possible values are: `CAD` `CHF` `EUR` `GBP` `JPY` `NOK` `RUB` `USD`
cgcloud__Current_Balance__c	Type double Properties Filter, Nillable, Sort Description Represents the sum of the Credit/Debit Balance (Approved) amount and the Actual RBF amount This is a calculated field. Formula
cgcloud__Current_Budget__c	Type double Properties Filter, Nillable, Sort Description Represents the sum of the Current Balance amount and the Actual RBF amount. This is a calculated field. Formula
cgcloud__Deposits_Approved__c	Type double Properties Filter, Nillable, Sort Description This field rolls up Fund transaction Rows in which the transaction type is Deposit. This is a calculated field.
cgcloud__Deposits_Pending__c	Type double Properties Create, Defaulted on create, Filter, Nillable, Sort, Update Description This field rolls up pending fund transactions (in which Target funds are credited) and sums up the approved amount of Deposits.
cgcloud__Deposits_Total__c	Type double Properties Filter, Nillable, Sort Description Sum of Approved Deposits and Pending Deposits. This is a calculated field. Formula
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. This is a calculated field. Formula
cgcloud__External_Id__c	Type string Properties Create, Filter, Group, idLookup, Nillable, Sort, Update Description External ID that's used to maintain unique fund records during data loads.
cgcloud__Fixed_Based_Overdraw__c	Type double Properties Create, Filter, Nillable, Sort, Update Description This field is used to make this calculation: Deposits (Approved) * (Fixed-Based Overdraw Allowance/100).
cgcloud__Fund_Template_Description__c	Type string Properties Filter, Nillable, Sort Description Stores the description of the selected fund template. This is a calculated field. Formula
cgcloud__Fund_Template__c	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Reference to the fund template. This is a relationship field. Relationship Name cgcloud__Fund_Template__r Relationship Type Lookup Refers To cgcloud__Fund_Template__c
cgcloud__Invoice_Based_Costs__c	Type double Properties Filter, Nillable, Sort Description Sum of Tactic_Fund.OI_Costs_c of records whose Phase is Committed. This is a calculated field.
cgcloud__LE_RBF__c	Type double Properties Create, Filter, Nillable, Sort, Update Description Total LE RBF that's calculated from Fund Grid.
cgcloud__LE_Revenue__c	Type double Properties Create, Filter, Nillable, Sort, Update Description Total LE Revenue that's calculated from Fund Grid.
cgcloud__LE_Spend_Approved__c	Type double Properties Filter, Nillable, Sort Description Sum of Tactic_Fund.LE_Spend__c of records whose Phase is Committed. This is a calculated field.
cgcloud__LE_Spend_Pending__c	Type double Properties Filter, Nillable, Sort Description Sum of Tactic_Fund.LE_Spend__c of records whose Phase isn't Committed or Cancelled. This is a calculated field.
cgcloud__LE_Spend_Total__c	Type double Properties Filter, Nillable, Sort Description Sum of spend approved and spend pending. This is a calculated field. Formula
cgcloud__LE_Volume__c	Type double Properties Create, Filter, Nillable, Sort, Update Description Total LE Volume that's calculated from Fund Grid.
cgcloud__Liabilities_Accrued__c	Type double Properties Filter, Nillable, Sort Description Sum of Tactic_Fund.Liabilities__c of records whose Phase is Committed. This is a calculated field.
cgcloud__Liabilities_Unpaid__c	Type double Properties Filter, Nillable, Sort Description Liabilities_Accrued__c minus Payments_Approved__c. This is a calculated field. Formula
cgcloud__Payments_Approved__c	Type double Properties Filter, Nillable, Sort Description Sum of all Payment_Tactic_Fund.Amount from Payment_Tactic_Fund (where Payment_Tactic_Fund.Payment_Status = Closed). This is a calculated field.
cgcloud__Payments_Pending__c	Type double Properties Filter, Nillable, Sort Description Sum of all Payment_Tactic_Fund.Amount from Payment_Tactic_Fund (where Payment_Tactic_Fund.Payment_Status <> Closed). This is a calculated field.
cgcloud__Payments_Total__c	Type double Properties Filter, Nillable, Sort Description Sum of approved payments and pending payments. This is a calculated field. Formula
cgcloud__Payouts_Approved__c	Type double Properties Filter, Nillable, Sort Description Sum of the Payments (Approved) amount and the Invoice Based Costs amount. This is a calculated field. Formula
cgcloud__Pending_Balance__c	Type double Properties Filter, Nillable, Sort Description Represents the sum of the Credit/Debit Balance (Pending) amount and the LE RBF amount. This is a calculated field. Formula
cgcloud__Pending_Budget__c	Type double Properties Filter, Nillable, Sort Description Represents the sum of the Pending Balance amount and the Remaining RBF amount. This is a calculated field. Formula
cgcloud__Product_Count__c	Type double Properties Filter, Nillable, Sort Description Usage in validation rule for one or more products in the related list when locking the fund. This is a calculated field.
cgcloud__RBF_Based_Overdraw__c	Type double Properties Create, Filter, Nillable, Sort, Update Description This field is to calculate: RBF (Remaining) * (RBF-Based Overdraw Allowance/ 100).
cgcloud__Remaining_RBF__c	Type double Properties Filter, Nillable, Sort Description Difference of LE RBF and Actual RBF. This is a calculated field. Formula
cgcloud__Sales_Org__c	Type string Properties Filter, Nillable, Sort Description Sales org of the fund. This is a calculated field. Formula
cgcloud__Spending_Committed__c	Type double Properties Filter, Nillable, Sort Description Sum of Tactic_Fund.LE_Spend__c of records whose Phase is Committed minus the sum of Payment_Tactic_Funds.Payment_Status__c of records whose Payments_Status__c is Closed. This is a calculated field. Formula
cgcloud__Status__c	Type picklist Properties Create, Defaulted on create, Filter, Group, Nillable, Sort, Update Description Determines the status of the fund. Possible values are: `Active` `Closed` `Initial` `On Hold` The default value is `Active`.
cgcloud__Total_Available_Overdraw__c	Type double Properties Filter, Nillable, Sort Description This field is calculate: Fixed-Based Overdraw + RBF-Based Overdraw. This is a calculated field. Formula
cgcloud__Total_Balance__c	Type double Properties Filter, Nillable, Sort Description Sum of the current balance and pending balance. This is a calculated field. Formula
cgcloud__Total_Budget__c	Type double Properties Filter, Nillable, Sort Description Sum of the current budget and pending budget. This is a calculated field. Formula
cgcloud__Total_Credits_Approved_Earned__c	Type double Properties Filter, Nillable, Sort Description Represents the sum of the Deposits (Approved) amount and the Actual RBF amount. This is a calculated field. Formula
cgcloud__Total_Credits_Pending_Estimated__c	Type double Properties Filter, Nillable, Sort Description Represents the sum of the Deposits (Pending) amount and the LE RBF amount. This is a calculated field. Formula
cgcloud__Total_Debits_Approved__c	Type double Properties Filter, Nillable, Sort Description Represents the sum of the Withdraws/Payments (Approved) amount and the Invoice Based Costs amount. This is a calculated field. Formula
cgcloud__Total_Debits_Pending__c	Type double Properties Filter, Nillable, Sort Description Represents the sum of the Withdraws/Payments (Pending) amount and the Invoice-Based Costs amount. This is a calculated field. Formula
cgcloud__Valid_From__c	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date from which the fund is valid.
cgcloud__Valid_Thru__c	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date until which the fund is valid.
cgcloud__Withdraws_Approved__c	Type double Properties Filter, Nillable, Sort Description This field rolls up Fund transaction Rows for which transaction type is Withdraws. This is a calculated field.
cgcloud__Withdraws_Payments_Approved__c	Type double Properties Filter, Nillable, Sort Description Represents the sum of the Withdraws (Approved) amount and the Payments (Approved) amount. This is a calculated field. Formula
cgcloud__Withdraws_Pending__c	Type double Properties Create, Defaulted on create, Filter, Nillable, Sort, Update Description This field rolls up pending fund transactions (in which Target funds are debited) and sums up the approved Withdraws amount.
cgcloud__Withdraws_Total__c	Type double Properties Filter, Nillable, Sort Description Sum of the Withdraws (Approved) amount and the Payments (Approved) amount. This is a calculated field. Formula

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__Fund__cChangeEvent: Change events are available for the object.
cgcloud__Fund__cFeed: Feed tracking is available for the object.
cgcloud__Fund__cHistory: History is available for the tracked fields of the object.
cgcloud__Fund__cOwnerSharingRule: Sharing rules are available for the object.
cgcloud__Fund__cShare: Sharing is available for the object.

Consumer Goods Cloud Developer Guide

cgcloud__Fund__c

Supported Calls

Fields

Associated Objects

cgcloudFundc