ProducerSplitAssignment

Represents information about commission split associated with a producer that's used to process commission statement. This object is available in API version 61 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 when the producer split assignment becomes effective.

EndDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The end date of the producer split assignment.

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 producer split assignment 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

ProducerSplitArrangementId

Type: reference
Properties: Create, Filter, Group, Sort, Update
Description: The brokerage split object that's related to the Brokerage Split Assignment.
This field is a relationship field.
Relationship Name: ProducerSplitArrangement
Refers To: ProducerSplitArrangement

ReferenceRecordId

Type: reference
Properties: Create, Filter, Group, Sort, Update
Description: The reference record to which the producer split arragment is assigned.
This field is a polymorphic relationship field.
Relationship Name: ReferenceRecord
Refers To: Account, InsurancePolicy

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.

ProducerSplitAssignmentChangeEvent: Change events are available for the object in API version 62.0 and later.
ProducerSplitAssignmentHistory: History is available for tracked fields of the object.
ProducerSplitAssignmentOwnerSharingRule: Sharing rules are available for the object.
ProducerSplitAssignmentShare: Sharing is available for the object.

Financial Services Cloud Developer Guide