Newer Version Available

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

blng__AccountBalanceSnapshot__c

Represents a list of outstanding invoice debt within an account, grouped by the number of days past the due date. The account balance snapshot also includes the amounts of unapplied credit notes and payments within the same account.

Supported Calls

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

Fields

Field Details
CurrencyIsoCode
Type
picklist
Properties
Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
The three-letter ISO 4217 currency code associated with the legacy entity when multiple currencies are enabled.
LastActivityDate
Type
date
Properties
Filter, Group, Nillable, Sort
Description
The timestamp of when a user had last associated a task or event action with the account.
LastReferencedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The timestamp when the current user last accessed an accounting balance snapshot indirectly, for example, through a list view or related record.
LastViewedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The timestamp when the current user last viewed an accounting balance snapshot record. If this value is null, it’s possible that the user only accessed the accounting period record or a related list view (LastReferencedDate), but not viewed the accounting balance snapshot record itself.
Name
Type
string
Properties
Create, Defaulted on create, Filter, Group, idLookup, Nillable, Sort, Update
Description
The name of the account balance snapshot.
OwnerId
Type
reference
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
Required. The ID of the record owner.
This field is a polymorphic relationship field.
Relationship Name
Owner
Refers To
Group, User
blng__AccountBalance__c
Type
currency
Properties
Filter, Nillable, Sort
Description
The number of unpaid balances across all the account’s invoices.
This field is a calculated field.
blng__Account__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The account for which the invoices are calculated.
This field is a relationship field.
Relationship Name
blng__Account__r
Refers To
Account
blng__BalanceSnapshotRunCreatedBy__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The balance snapshot run that created the account balance snapshot record.
This field is a relationship field.
Relationship Name
blng__BalanceSnapshotRunCreatedBy__r
Refers To
blng__BalanceSnapShotRun__c
blng__InvoiceAgingBucket10__c
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
An aging bucket represents a range of dates beyond an invoice’s due date. For instance, one bucket might cover invoices that are 1–30 days overdue, while another could cover those that are 31–60 days overdue. Users can set up to 10 aging buckets for each org. When a balance snapshot is generated, the overdue amounts are categorized into these aging buckets based on how long they’ve been past due. For example, if your account had three invoices that were 45 days overdue, their total debt would be grouped and displayed in the 31 to 60-day aging bucket.
blng__InvoiceAgingBucket1__c
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
An aging bucket represents a range of dates beyond an invoice’s due date.
blng__InvoiceAgingBucket2__c
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
An aging bucket represents a range of dates beyond an invoice’s due date.
blng__InvoiceAgingBucket3__c
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
An aging bucket represents a range of dates beyond an invoice’s due date.
blng__InvoiceAgingBucket4__c
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
An aging bucket represents a range of dates beyond an invoice’s due date.
blng__InvoiceAgingBucket5__c
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
An aging bucket represents a range of dates beyond an invoice’s due date.
blng__InvoiceAgingBucket6__c
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
An aging bucket represents a range of dates beyond an invoice’s due date.
blng__InvoiceAgingBucket7__c
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
An aging bucket represents a range of dates beyond an invoice’s due date.
blng__InvoiceAgingBucket8__c
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
An aging bucket represents a range of dates beyond an invoice’s due date.
blng__InvoiceAgingBucket9__c
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
An aging bucket represents a range of dates beyond an invoice’s due date.
blng__Invoices__c
Type
textarea
Properties
Create, Nillable, Update
Description
A list of invoices assessed by the balance snapshot run to generate the account balance snapshot, displayed by the record name.
blng__Notes__c
Type
textarea
Properties
Create, Nillable, Update
Description
Additional information or comments related to the account balance snapshot record.
blng__SnapshotDate__c
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The day that the balance snapshot run created the account balance snapshot record.
blng__TotalInvoiceAmount__c
Type
currency
Properties
Filter, Nillable, Sort
Description
The sum of all invoice balances on the account, including debit notes. This field is different from the total invoice amount that’s described in your contractual terms for Salesforce Billing.
This field is a calculated field.
blng__UnappliedCreditNoteAmount__c
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The sum of all unapplied credit note amounts on the account.
blng__UnappliedCreditNotes__c
Type
textarea
Properties
Create, Nillable, Update
Description
A list of the unapplied credit notes that the balance snapshot run evaluated, shown by the record name.
blng__UnappliedDebitNoteAmount__c
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The sum of all unapplied debit note amounts on this account.
blng__UnappliedDebitNotes__c
Type
textarea
Properties
Create, Nillable, Update
Description
A list of unapplied debit notes evaluated by the balance snapshot, shown by the record name.
blng__UnappliedPaymentAmount__c
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The sum of all unapplied payments in this account.
blng__UnappliedPayments__c
Type
textarea
Properties
Create, Nillable, Update
Description
A list of the unapplied payments that the balance snapshot run evaluated, shown by the record name.
blng__UniqueId__c
Type
string
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
The unique identification number associated with the account balance snapshot record. This field is unique within your organization.

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.

blng__AccountBalanceSnapshot__ChangeEvent
Change events are available for the object.