ProducerCommission

Represents a producer's commission for an insurance policy. The commission can be calculated from the commissionable transactions or can be populated from an external system. This object is available in API version 51.0 and later.

Supported Calls

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

Fields

Field	Details
CommissionableAmount	Type currency Properties Create, Filter, Nillable, Sort, Update Description The amount on which the commission is applied. This can be a transaction amount or a portion of the premium.
CommissionAmount	Type currency Properties Create, Filter, Nillable, Sort, Update Description The calculated commission amount for the insurance policy transaction.
CommissionScheduleId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The ID of the associated Commission Schedule, which is the commission calculation tied to the product or producer. This is a relationship field. Relationship Name CommissionSchedule Relationship Type Lookup Refers To CommissionSchedule
InsurancePolicyAssetId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The insured item for which the commission was calculated. This is a relationship field. Relationship Name InsurancePolicyAsset Relationship Type Lookup Refers To InsurancePolicyAsset
InsurancePolicyCoverageId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The ID of the policy coverage for which the commission was calculated. This is a relationship field. Relationship Name InsurancePolicyCoverage Relationship Type Lookup Refers To InsurancePolicyCoverage
InsurancePolicyId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The insurance policy for which the commission was calculated. This is a relationship field. Relationship Name InsurancePolicy Relationship Type Lookup Refers To InsurancePolicy
InsurancePolicyTransactionId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The transaction for which the commission record was created. This is a relationship field. Relationship Name InsurancePolicyTransaction Relationship Type Lookup Refers To InsurancePolicyTransaction
LastReferencedDate	Type dateTime Properties Filter, Nillable, Sort Description The timestamp for when the current user last viewed a record related to this record.
LastViewedDate	Type dateTime Properties Filter, Nillable, Sort Description The timestamp for when the current user last viewed this record. If this value is null, it’s possible that this record was referenced (LastReferencedDate) and not viewed.
MaxCommissionAmount	Type currency Properties Create, Filter, Nillable, Sort, Update Description The maximum commission calculated for the product or producer for a commissionable event. Constrains the output from the commission schedule.
MinCommissionAmount	Type currency Properties Create, Filter, Nillable, Sort, Update Description The minimum commission calculated for the product or producer for a commissionable event. Constrains the output from the commission schedule.
Name	Type string Properties Create, Filter, Group, idLookup, Sort, Update Description The name of the producer commission.
OwnerId	Type reference Properties Create, Defaulted on create, Filter, Group, Sort, Update Description The ID of the record owner. This is a polymorphic relationship field. Relationship Name Owner Relationship Type Lookup Refers To Group, User
ParentProducerCommissionId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The original commission record that was adjusted or modified. This is a relationship field. Relationship Name ParentProducerCommission Relationship Type Lookup Refers To ProducerCommission
PaymentDatetime	Type dateTime Properties Create, Filter, Nillable, Sort, Update Description The date on which the commission was paid.
ProcessingProducerId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The producer who performed the commissionable event. This is a relationship field. Relationship Name ProcessingProducer Relationship Type Lookup Refers To Producer
ProducerId	Type reference Properties Create, Filter, Group, Sort, Update Description The producer, broker, brokerage, or other user who receives the commission. This is a polymorphic relationship field. Relationship Name Producer Relationship Type Lookup Refers To Account, Contact, Producer
ProducerProductionCode	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The production code for the producer who performs the commissionable event.
SourceSystem	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The system from which the producer commission record was sourced.
SourceSystemIdentifier	Type string Properties Create, Filter, Group, idLookup, Nillable, Sort, Update Description The ID of the producer commission record in the source system. This field is unique within your organization.
Status	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Specifies the status of the commission payment. Possible values are: `Disputed` `Paid` `Pending` `Reversed`
Type	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Specifies the type of commission paid to a producer, account, or contact for a commissionable transaction. Possible values are: `Advance` `Bonus` `Chargeback` `Commission` `Contingent Commission`

Object Reference for the Salesforce Platform

ProducerCommission

Supported Calls

Fields