RequestForProposal

AccountId

• Type: reference
• Properties: Create, Filter, Group, Sort, Update
• Description: The ID of the account associated with the request for proposal. This field is a relationship field.
• Relationship Name: Account
• Refers To: Account

ContactId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The ID of the account associated with the request for proposal. This field is a relationship field.
• Relationship Name: Contact
• Refers To: Contact

Description

• Type: textarea
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The description of the request for proposal.

DueBy

• Type: date
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The date by which the proposal must be ready for the client.

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 LastReferenceDate is not null, the user accessed this record or list view indirectly.

Name

• Type: string
• Properties: Create, Filter, Group, idLookup, Sort, Update
• Description: The name of the request for proposal record.

OwnerId

• Type: reference
• Properties: Create, Defaulted on create, Filter, Group, Sort, Update
• Description: The ID of the request for proposal record owner. This field is a polymorphic relationship field.
• Relationship Name: Owner
• Refers To: Group, User

ReceivedOn

• Type: date
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The date on which the service provider received the request for proposal document from a client.

RfpIntakeCaseId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The ID of the case record associated with the request for proposal intake process. This field is a relationship field.
• Relationship Name: RfpIntakeCase
• Refers To: Case

Status

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
• Description: The status of the Request For Proposal.
• Possible values:
  • In Progress
  • Lost
  • New
  • No_Bid—No-Bid
  • Responded

SummaryId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The ID of the summary of the request for proposal. This field is a relationship field.
• Relationship Name: Summary
• Refers To: RequestForPrpsSummaryVer

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.

RequestForProposalFeed

Feed tracking is available for the object.

RequestForProposalHistory

History is available for tracked fields of the object.

RequestForProposalShare

Sharing is available for the object.