cgcloud__Fund_Template__c

Template for the creation of a Fund. 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 Determines whether the template is active. The default value is `true`.
cgcloud__Actual_RBF__c	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description KPI definition that's used for the Actual RBF Total KPI. This is a relationship field. Relationship Name cgcloud__Actual_RBF__r Relationship Type Lookup Refers To cgcloud__KPI_Definition__c
cgcloud__Anchor_Type__c	Type picklist Properties Create, Defaulted on create, Filter, Group, Nillable, Sort, Update Description Specifies the anchor type of the fund. Possible values are: `Customer` `Customer Product` The default value is `Customer`.
cgcloud__Currency__c	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Currency of the sales organization that's linked to this Fund Template. Possible values are: `CAD`—Canadian Dollar `CHF`—Swiss Franc `EUR`—Euro `GBP`—Pound Sterling `JPY`—Yen `NOK`—Norwegian Krone `RUB`—Russian Currency `USD`—US Dollar
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 Stores the description of the template. This is a calculated field. Formula
cgcloud__Fund_Type__c	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Controls the Level of the Product Anchor (if any) of the Fund. Possible values are: `Brand` `Category`
cgcloud__KPI_Set__c	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description KPI Set that's associated with the Fund Template. The KPI sets that are associated with Fund Templates can't be deleted. 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 This subset helps filter KPI Definitions in the GridHierarchyView component. If you don't select a filter, no subset filter is applied. 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__LE_RBF__c	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description KPI definition that's used for the LE RBF Total KPI. This is a relationship field. Relationship Name cgcloud__LE_RBF__r Relationship Type Lookup Refers To cgcloud__KPI_Definition__c
cgcloud__LE_Revenue__c	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description KPI definition that's used for the LE Revenue Total KPI. This is a relationship field. Relationship Name cgcloud__LE_Revenue__r Relationship Type Lookup Refers To cgcloud__KPI_Definition__c
cgcloud__LE_Volume__c	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description KPI definition that's used for the LE Volume Total KPI. This is a relationship field. Relationship Name cgcloud__LE_Volume__r Relationship Type Lookup Refers To cgcloud__KPI_Definition__c
cgcloud__Product_Anchor_Level__c	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Controls the Level of the Product Anchor (if any) of the Fund. Possible values are: `Brand` `Category`
cgcloud__Sales_Org__c	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Sales org of the template. Possible values are: `0000` `0001` `0002` `0003`
cgcloud__Sort__c	Type double Properties Create, Filter, Nillable, Sort, Update Description Stores the Sort number.

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_Template__cChangeEvent: Change events are available for the object.
cgcloud__Fund_Template__cFeed: Feed tracking is available for the object.
cgcloud__Fund_Template__cHistory: History is available for the tracked fields of the object.
cgcloud__Fund_Template__cOwnerSharingRule: Sharing rules are available for the object.
cgcloud__Fund_Template__cShare: Sharing is available for the object.

Consumer Goods Cloud Developer Guide

cgcloud__Fund_Template__c

Supported Calls

Fields

Associated Objects