cgcloud__Fund_Transaction__c

Holds the fund transaction details. 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.
cgcloud__Amount__c	Type double Properties Create, Filter, Nillable, Sort, Update Description Transaction amount.
cgcloud__Anchor_Customer__c	Type string Properties Filter, Nillable, Sort Description Shows the anchor customer from the Fund object. This is a calculated field. Formula `1CASE( cgcloud__Transaction_Type__c , 'Drawback', cgcloud__Source_Fund__r.cgcloud__Anchor_Account__r.Name, 2cgcloud__Target_Fund__r.cgcloud__Anchor_Account__r.Name)`
cgcloud__Currency__c	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Holds the currency set by the template selected based on the sales org. Possible values are: `CAD` `CHF` `EUR` `GBP` `JPY` `NOK` `RUB` `USD`
cgcloud__Date__c	Type date Properties Create, Defaulted on create, Filter, Group, Nillable, Sort, Update Description Transaction date.
cgcloud__Fund_Description__c	Type string Properties Filter, Nillable, Sort Description Shows the fund description. This is a calculated field. Formula `1CASE( cgcloud__Transaction_Type__c , 'Drawback', HYPERLINK("/one/one.app#/sObject/" & cgcloud__Source_Fund__c & "/view", cgcloud__Source_Fund__r.cgcloud__Description__c ), 2HYPERLINK("/one/one.app#/sObject/" & cgcloud__Target_Fund__c & "/view", cgcloud__Target_Fund__r.cgcloud__Description__c ))`
cgcloud__Fund_Transaction_Header__c	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Lookup to the fund transaction header that dictates the behavior of the fund transaction rows to be created. This is a relationship field. Relationship Name `cgcloud__Fund_Transaction_Header__r` Relationship Type Lookup Refers To `cgcloud__Fund_Transaction_Header__c`
cgcloud__Fund_Transaction_Template_Description__c	Type string Properties Filter, Nillable, Sort Description Description of the Transaction template. This is a calculated field. Formula `1cgcloud__Fund_Transaction_Template__r.cgcloud__Description__c`
cgcloud__Fund_Transaction_Template__c	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Reference to the Transaction template. This is a relationship field. Relationship Name `cgcloud__Fund_Transaction_Template__r` Relationship Type Lookup Refers To `cgcloud__Fund_Transaction_Template__c`
cgcloud__Record_Link__c	Type string Properties Filter, Nillable, Sort Description Record link. This is a calculated field. Formula `1HYPERLINK("/" &Id, $Label.cgcloud__record_link, "_top")`
cgcloud__Source_Fund__c	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Source fund for the transaction. This is a relationship field. Relationship Name `cgcloud__Source_Fund__r` Relationship Type Lookup Refers To `cgcloud__Fund__c`
cgcloud__Status__c	Type picklist Properties Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Approval status of the fund transactions. Possible values are: `Approved` `Cancelled` `Pending` The default value is `Pending`.
cgcloud__Target_Fund__c	Type reference Properties Create, Filter, Group, Sort Description Target fund for the transaction. This is a relationship field. Relationship Name `cgcloud__Target_Fund__r` Relationship Type Master-detail Refers To `cgcloud__Fund__c` (master object)
cgcloud__Transaction_Type__c	Type string Properties Filter, Nillable, Sort Description Holds the transaction type of the selected fund transaction template. This is a calculated field. Formula `1Text(cgcloud__Fund_Transaction_Template__r.cgcloud__Transaction_Type__c)`

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.

cgcloud__Fund_Transaction__cChangeEvent: Change events are available for the object.
cgcloud__Fund_Transaction__cFeed: Feed tracking is available for the object.
cgcloud__Fund_Transaction__cHistory: History is available for tracked fields of the object.
cgcloud__Fund_Transaction__cOwnerSharingRule: Sharing rules are available for the object.
cgcloud__Fund_Transaction__cShare: Sharing is available for the object.

Consumer Goods Cloud Developer Guide

cgcloud__Fund_Transaction__c

Supported Calls

Fields

Associated Objects