SfdcPartnerOffer

Represents a private offer that an ISV partner creates and sends to a customer. This object includes information about the offer, and is parent to multiple Partner Offer line items, and includes information used in the Partner Business Org (BPO) transaction. This object is available in API version 66.0 and later.

Supported Calls

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

Fields

Field	Details
AcceptedDate	Type date Properties Filter, Group, Nillable, Sort Description The date the offer is accepted by the customer.
BillingCustomerOrg	Type string Properties Filter, Group, Nillable, Sort Description Derived field. Formula field that returns the BillingCustomerOrg value from the related SfdcCustomerForPartner record.
BillingFrequency	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description The frequency with which the customer is billed for their purchases. Possible values are: `Annually`
ContractTerm	Type int Properties Create, Filter, Group, Nillable, Sort, Update Description The duration of the contract between the customer and the partner in months. The max value is 12.
CustBillingAddress	Type address Properties Filter, Nillable Description Compound field used for the customer billing address.
CustBillingCity	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The customer billing city.
CustBillingCountry	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The customer billing country.
CustBillingGeocodeAccuracy	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Accuracy level of geocoded billing address. Possible values are: `Address` `Block` `City` `County` `ExtendedZip` `NearAddress` `Neighborhood` `State` `Street` `Unknown` `Zip`
CustBillingLatitude	Type double Properties Create, Filter, Nillable, Sort, Update Description The latitude geo-coordinate for customer billing address.
CustBillingLongitude	Type double Properties Create, Filter, Nillable, Sort, Update Description The longitude geo-coordinate for customer billing address .
CustBillingPostalCode	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The postal/zip code of the customer billing address.
CustBillingState	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The state of the customer billing address.
CustBillingStreet	Type textarea Properties Create, Filter, Group, Nillable, Sort, Update Description The billing street of the customer.
CustShippingAddress	Type address Properties Filter, Nillable Description Compound field for the customer shipping address.
CustShippingCity	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The city of the customer shipping address.
CustShippingCountry	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The country of the customer shipping address.
CustShippingGeocodeAccuracy	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Accuracy level of the geocoded shipping address. Possible values are: `Address` `Block` `City` `County` `ExtendedZip` `NearAddress` `Neighborhood` `State` `Street` `Unknown` `Zip`
CustShippingLatitude	Type double Properties Create, Filter, Nillable, Sort, Update Description The latitude geo-coordinate for customer shipping address.
CustShippingLongitude	Type double Properties Create, Filter, Nillable, Sort, Update Description The longitude geo-coordinate for customer shipping address.
CustShippingPostalCode	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The postal/zip code of the shipping address.
CustShippingState	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The state of the customer shipping address.
CustShippingStreet	Type textarea Properties Create, Filter, Group, Nillable, Sort, Update Description The street of the customer shipping address.
CustomerBillingEmailAddress	Type email Properties Create, Filter, Group, Nillable, Sort, Update Description The default email address of the customer who receives billing details, used to seed new offers. This is typically someone in the accounting department.
CustomerEmailAddress	Type email Properties Create, Filter, Group, Nillable, Sort, Update Description The customer email address that receives the offer notification. This email can be different from customer billing email address.
CustomerId	Type reference Properties Create, Filter, Group, Sort, Update Description The associated Customer record where licenses are provisioned and invoices are sent. This field is a relationship field. Relationship Name Customer Refers To SfdcCustomerForPartner
CustomerName	Type string Properties Filter, Group, Nillable, Sort Description Derived field. Returns the company name, which is stored in the Name field from the related SfdcCustomerForPartner record.
CustomerOrgSyncError	Type string Properties Create, Filter, Nillable, Sort, Update Description Stores information about any error that occurs during syncing to make support easier.
CustomerOrgSyncLastUpdate	Type dateTime Properties Create, Filter, Nillable, Sort, Update Description Tracks the timestamp of the last time the customer org performed the sync operation.
CustomerOrgSyncStatus	Type picklist Properties Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Status of the customer org sync operation. Possible values are: `READY` `IN_PROGRESS` `COMPLETE` `ERROR` `TERMINAL_ERROR` The default value is `READY`.
CustomerPaymentTerms	Type picklist Properties Create, Defaulted on create, Filter, Group, Restricted picklist, Sort, Update Description The terms of payment for the customer. Indicates that the customer has 30 days from the invoice date to pay for services. Provides invoice due date. Possible values are: `NET 30` The default value is `NET 30`.
CustomerPurchaseOrderNumber	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The purchase order number that is internal to customer's organization and provided during private offer process. This value is added to the customer invoice.
ExpirationDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The date when the offer expires. When expired, the offer moves to the Expired status and is no longer actionable.
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, the user might have only accessed this record or list view (LastReferencedDate), but not viewed it.
Name	Type string Properties Create, Filter, Group, idLookup, Sort, Update Description The autogenerated number of the offer.
OfferType	Type picklist Properties Create, Defaulted on create, Filter, Group, Restricted picklist, Sort Description The type of offer, which indicates whether an offer is net new or an addition to a previous order. Possible values are: `Add-On` `Initial` The default value is `Initial`.
OpportunityId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The ID of the associated opportunity. This field is a relationship field. Relationship Name Opportunity Refers To Opportunity
OrderPrebillDays	Type int Properties Create, Filter, Group, Nillable, Sort, Update Description Represents the number of days, before the service date, that an invoice is sent to a customer.
ParentOrderId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The ID of the associated initial order. This field is a relationship field. Relationship Name ParentOrder Refers To SfdcPartnerOrder
PartnerPurchaseOrderNumber	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The purchase order number provided during private offer creation. This value is available to Salesforce but is not shared with the customer and can be used by the partner to reconcile transactions.
PartnerTermSetId	Type reference Properties Create, Filter, Group, Sort, Update Description Partner term set associated with the offer. This field is a relationship field. Relationship Name PartnerTermSet Refers To SfdcPartnerTermSet
PaymentMethod	Type picklist Properties Create, Defaulted on create, Filter, Group, Restricted picklist, Sort, Update Description The possible payment methods available to the customer. Possible values are: `ACH` The default value is `ACH`.
RespondingEmail	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Email of the user that responded to the offer.
RespondingFirstName	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description First name of the user that responded to the offer
RespondingLastName	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Last name of the user that responded to the offer.
SentToCustomerById	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description User ID for the user that sent the offer to the customer. This field is a relationship field. Relationship Name SentToCustomerBy Refers To User
SentToCustomerDate	Type dateTime Properties Create, Filter, Nillable, Sort, Update Description Date and time when the offer was sent to the customer.
ServiceEndDate	Type date Properties Filter, Group, Nillable, Sort Description Derived field. The date when the contract terms end. Service end date is calculated as ServiceStartDate + ContractTerm in months.
ServiceStartDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The date and time when the order is activated, if it is converted from an offer.
ServiceTerm	Type double Properties Filter, Nillable, Sort Description Period between Service Start date and Service End date.
Status	Type picklist Properties Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description The status of the offer. Possible values are: `Accepted` `Draft` `Rejected` `Sent` `SentError` The default value is `Draft`.
SubTotal	Type currency Properties Filter, Nillable, Sort Description Derived field. Formula summing all offer item line item totals and the contract term. Excludes taxes.
TermsAndConditions	Type textarea Properties Create, Nillable, Update Description The terms and conditions set forth by the partner.

Object Reference for the Salesforce Platform

SfdcPartnerOffer

Supported Calls

Fields