Industries Common Resources Developer Guide

Industries Common Resources
AI Accelerator and Scoring Framework
Action Launcher
Actionable List Members
Actionable Segmentation
Business Rules Engine
Collections and Recovery
Collections Data Model
Standard Objects
CollectionPlan
CollectionPlanItem
CollectionPlanReason
CaseProceeding
CaseProceedingParticipant
Context Service
Criteria-Based Search and Filter
Data Processing Engine, Batch Management, and Monitor Workflow Services
Digital Lending
Discovery Framework
Decision Explainer
Einstein Relationship Insights
Einstein Standard Invocable Actions
Engagement
Group Membership and Households
Identity Verification
Intelligent Document Reader
Intelligent Form Reader
Interest Tagging
Omnistudio
Outcome Management Developer Guide
Outreach List
Record Alerts
Record Rollup Definitions
Scheduled Reminders
Sentiment Insights
Service Process Studio
Timeline
Virtual Calls
Associated Objects
IndustriesSettings
Industries Object Access by Community License
Access Industries Features Deployed Using Managed Packages
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CollectionPlanItem

Represents an instance of a collection plan. This object is available in API version 63.0 and later.

Supported Calls

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

Fields

Field Details
CollectionPlanId
Type
reference
Properties
Create, Filter, Group, Sort
Description
The ID of the parent collection plan associated with the collection plan item record.
This field is a relationship field.
Relationship Name
CollectionPlan
Relationship Type
Master-detail
Refers To
CollectionPlan (the master object)
FinancialAccountStatementId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Financial account statement associated with the collection plan item record.
This field is a relationship field.
Relationship Name
FinancialAccountStatement
Refers To
FinancialAccountStatement
Invoice
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The invoice associated with the collection plan item record.
This field is a relationship field.
Relationship Name
Invoice
Refers To
Invoice
LastReferencedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The timestamp when the current user last accessed this record 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 this record or list view. If this value is null, and <parmname>LastReferenceDate</parmname> is not null, the user accessed this record or list view indirectly.
Name
Type
string
Properties
Autonumber, Defaulted on create, Filter, idLookup, Sort
Description
The name of the collection plan item record.
SourceSystemRecordIdentifier
Type
string
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
The unique identifier of the collection plan item in an external system.
Status
Type
picklist
Properties
Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
Specifies the status of the collection plan item, such as new, pending, paid, and closed.
Possible values are:
  • New
  • Paid
  • Pending
  • Closed

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.

CollectionPlanItemChangeEvent
Change events are available for the object.
CollectionPlanItemHistory
History is available for tracked fields of the object.