Financial Services Cloud Developer Guide

Clouds with binary code floating aboveCloud with binary code floating above

No Results

Search Tips:

  • Please consider misspellings
  • Try different search keywords
Financial Services Cloud Developer Guide
Financial Services Cloud Standard Objects
Financial Services Cloud Custom Objects
Financial Services Cloud Associated Objects
Apex Reference
Financial Services Cloud Business APIs
Financial Services Cloud Metadata API
Financial Services Cloud Standard Invocable Actions
Financial Services Cloud Tooling API Objects
ClaimFinancialSettings
RelationshipGraphDefinition
RevenueSourceCategoryConfig
RevenueSourceObjectConfig
Discovery Framework Tooling API Objects
StageCondition
Financial Services Cloud Custom Metadata Types
Financial Services Cloud Custom Triggers and Validation Rules
Data Processing Engine and Monitor Workflow Services
API End-of-Life Policy
PDF

RevenueSourceCategoryConfig

Represents the Revenue Data Source-related stage information and the revenue metric that you want to measure and track. This object is available in API version 57.0 and later.

Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.

Important

Supported SOAP API Calls

create(), delete(), describeSObjects(), query(), retrieve(), update(), upsert()

Supported REST API Methods

DELETE, GET, HEAD, PATCH, POST, Query

Special Access Rules

RevenueIntelligenceFinsAddOn and FinancialServiceCloudStandardAddOn licenses are required to access this object in your org. To view, create, edit, and delete records, the user requires ManageFSCAnalytics and RevenueIntelligenceUser permission set.

Fields

Field Details
ClosedDateFieldName
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The name of the field from Revenue Data Source that stores the opportunity close date.
ClosedLostStageOption
Type
textarea
Properties
Create, Filter, Nillable, Sort, Update
Description
The options that represent the Closed Lost stage.
ClosedWonStageOption
Type
textarea
Properties
Create, Filter, Nillable, Sort, Update
Description
The options that represent the Closed Won stage.
DeveloperName
Type
string
Properties
Create, Filter, Group, Sort, Update
Description
The unique name of the object in the API. This name can contain only underscores and alphanumeric characters, and must be unique in your org. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores. In managed packages, this field prevents naming conflicts on package installations. With this field, a developer can change the object’s name in a managed package and the changes are reflected in a subscriber’s organization. Label is Record Type Name.
IsActive
Type
boolean
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
Indicates whether the category configurations are active (true) or not (false)
The default value is true until the maximum active categories is reached. After that, the default value of this field is set to False.
Language
Type
string
Properties
Create, Filter, Group, Sort, Update
Description
The language of the revenue source category object.
Possible values are the supported languages in Financial Services Cloud.
MasterLabel
Type
string
Properties
Create, Filter, Group, idLookup, Sort, Update
Description
Label for the revenue source category configuration. In the UI, this field is Revenue Source Category Configuration.
RevenueDataSourceFieldName
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The name of the field from Revenue Data Source that stores the revenue details as either amount or quantity.
RevenueDataSourceId
Type
reference
Properties
Create, Filter, Group, Sort
Description
The revenue data source record associated with this record.
This field is a relationship field.
Relationship Name
RevenueDataSource
Relationship Type
Lookup
Refers To
RevenueSourceObjectConfig
StageFieldName
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The name of the field from Revenue Data Source that stores the stage picklist values.