ProducerRelationship

Represents the relationship between producer team and associated producers. This object is available in API version 62 and later.

Supported Calls

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

Fields

CurrencyIsoCode

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: If multiple currencies are enabled, this field contains the currency ISO code associated with the record.
  • Default value: USD
  • Possible values:
    • EUR—Euro
    • GBP—British Pound
    • USD—U.S. Dollar

EffectiveDate

  • Type: date
  • Properties: Create, Filter, Group, Sort, Update
  • Description: The date from when the relationship becomes effective.

EndDate

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The date until when the relationship remains effective.

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: Autonumber, Defaulted on create, Filter, idLookup, Sort
  • Description: The name of the producer relationship record.

OwnerId

  • Type: reference
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: ID of the owner of this object.

    This field is a polymorphic relationship field.

  • Relationship Name: Owner
  • Refers To: Group, User

ProducerId

  • Type: reference
  • Properties: Create, Filter, Group, Sort, Update
  • Description: The primary producer of the team.

    This field is a relationship field.

  • Relationship Name: Producer
  • Relationship Type: Master-detail
  • Refers To: Producer (the master object)

RelatedProducerId

  • Type: reference
  • Properties: Create, Filter, Group, Sort, Update
  • Description: The producer that’s associated with the primary producer of the team.

    This field is a relationship field.

  • Relationship Name: RelatedProducer
  • Refers To: Producer

RelatedProducerRole

  • Type: picklist
  • Properties: Create, Filter, Group, Sort, Update
  • Description: Specifies the role of the producer that’s associated with the primary producer of the team.

ShouldReceiveRoundedAmount

  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Indicates whether the producer receives a rounded value from the split amount.
  • Default value: false

SplitAmount

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The amount that the producer gets paid for the split.

SplitPercent

  • Type: percent
  • Properties: Create, Filter, Sort, Update
  • Description: The percentage of split to be earned as commission by each producer in the team.

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.

ProducerRelationshipChangeEvent
Change events are available for the object in API version 62.0 and later.
ProducerRelationshipHistory
History is available for tracked fields of the object.
ProducerRelationshipOwnerSharingRule
Sharing rules are available for the object.
ProducerRelationshipShare
Sharing is available for the object.