ApplicableObject |
- Type
- multipicklist
- Properties
- Create, Filter, Nillable, Restricted picklist, Update
- Description
- The object for which this Commission Schedule calculates commissions.
- Possible values are:
- Contract
- InsurancePolicy
- Producer
- Quote
|
CalcProcessInputMapping |
- Type
- textarea
- Properties
- Create, Nillable, Update
- Description
- The input mappings from the object fields to the variables used in the commission calculation.
|
CalcProcessOutput |
- Type
- textarea
- Properties
- Create, Nillable, Update
- Description
- The formula applied to this Commission Schedule’s process output that calculates the final commission amount.
|
CalcProcessOutputConvNotation |
- Type
- textarea
- Properties
- Create, Nillable, Update
- Description
- An optimized version of the CalcProcessOutput formula that calculates the commission. Not user-editable.
|
CalculationProcessName |
- Type
- string
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The name of the Integration Procedure, Calculation Matrix, or Calculation Procedure this Commission Schedule uses for calculations.
|
CalculationType |
- Type
- picklist
- Properties
- Create, Filter, Group, Restricted picklist, Sort, Update
- Description
- The type of calculation or process used when this Commission Schedule is used.
- Possible values are:
- Amount
- CalculationMatrix
- CalculationProcedure
- IntegrationProcedure
- Rate
|
CommissionAmount |
- Type
- currency
- Properties
- Create, Filter, Nillable, Sort, Update
- Description
- The commission amount for the Commission Schedule when the process type is Amount.
|
CommissionRate |
- Type
- percent
- Properties
- Create, Filter, Nillable, Sort, Update
- Description
- The commission percentage for the Commission Schedule when the process type is Rate.
|
CommissionStructureType |
- Type
- picklist
- Properties
- Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- Description
- Indicates whether the commission calculation is Flat or Tiered when the process type is Matrix.
- Possible values are:
- The default value is Flat.
|
EffectiveEndDate |
- Type
- date
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The effective end date of the Commission Schedule.
|
EffectiveStartDate |
- Type
- date
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The effective start date of the Commission Schedule.
|
IsActive |
- Type
- boolean
- Properties
- Create, Defaulted on create, Filter, Group, Sort, Update
- Description
- Indicates whether the Commission Schedule is active.
- The default value is false.
|
LastReferencedDate |
- Type
- dateTime
- Properties
- Filter, Nillable, Sort
- Description
- The timestamp for when the current user last viewed a record related to this record.
|
LastViewedDate |
- Type
- dateTime
- Properties
- Filter, Nillable, Sort
- Description
- The timestamp for when the current user last viewed this record. If this value is null, it’s possible that this record was referenced (LastReferencedDate)
and not viewed.
|
Name |
- Type
- string
- Properties
- Create, Filter, Group, idLookup, Sort, Update
- Description
- The name of the Commission Schedule.
|
OwnerId |
- Type
- reference
- Properties
- Create, Defaulted on create, Filter, Group, Sort, Update
- Description
- The ID of the record owner.
- This is a polymorphic relationship field.
- Relationship Name
- Owner
- Relationship Type
- Lookup
- Refers To
- Group, User
|
TierDefinition |
- Type
- textarea
- Properties
- Create, Nillable, Update
- Description
- Internal-only. Applies when the CalculationType is CalculationMatrix.
|