ProducerSplitRoleAssignment

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 assignment of the procucer role becomes effective.

EndDate

• Type: date
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The date until when the assignment of the procucer role 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.

LineOfBusiness

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
• Description: The line of business associated with the producer split role assignment.
• Possible values:
  • Employee Benefits
  • Property & Casualty

Name

• Type: string
• Properties: Create, Filter, Group, idLookup, Sort, Update
• Description: The name of the producer split role 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

ProducerId

• Type: reference
• Properties: Create, Filter, Group, Sort, Update
• Description: The producer associated with the assigned role.

  This field is a relationship field.

• Relationship Name: Producer
• Refers To: Producer

ProducerRole

• Type: picklist
• Properties: Create, Filter, Group, Restricted picklist, Sort, Update
• Description: The role of producer in the assignment.
• Possible values:
  • Primary Producer
  • Secondary Producer
  • Tertiary Producer

ReferenceRecordId

• Type: reference
• Properties: Create, Filter, Group, Sort, Update
• Description: The reference record associated with the assigned producer role.

  This field is a polymorphic relationship field.

• Relationship Name: ReferenceRecord
• Refers To: Account, InsurancePolicy

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.

ProducerSplitRoleAssignmentChangeEvent

Change events are available for the object in API version 62.0 and later.

ProducerSplitRoleAssignmentHistory

History is available for tracked fields of the object.

ProducerSplitRoleAssignmentOwnerSharingRule

Sharing rules are available for the object.

ProducerSplitRoleAssignmentShare

Sharing is available for the object.