PartnerMarketingBudget

Represents a budget that provides funds to channel partners for selling and marketing products and services. This object is available in API version 41.0 and later.

Supported Calls

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

Fields

Field Name Details
Amount
Type
currency
Properties
Create, Filter, Sort, Update
Description
Total amount of the budget.
ChannelPartnerId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The ID of the channel partner. This field is available in API version 45.0 and later.
Description
Type
textarea
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Description of the budget.
EndDate
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Date when the budget is no longer available.
IsIgnoreValidation
Type
boolean
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
When enabled, ignores restrictions related to the child objects connected to the budget. Note that individual totals for allocation amounts, request amounts, and claims amounts cannot exceed the total of their parent budget. Field is default off (false) on create. Once enabled (true), this field cannot be disabled. This field is available in API version 44.0 and later.
LastReferencedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The timestamp when the current user last interacted with this record, directly or indirectly. Some sample scenarios are:
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, it’s possible that the user only accessed this record or list view (LastReferencedDate), but not viewed it.
OwnerId
Type
reference
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
ID of the owner of the budget.
StartDate
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Date when the budget becomes available.
Title
Type
string
Properties
Create, Filter, Group, Sort, Update
Description
Title of the budget.
TotalAllocatedAmount
Type
currency
Properties
Filter, Nillable, Sort
Description
Total funds allocated to channel partners or as a fund pool.
TotalApprovedFcs
Type
currency
Properties
Filter, Nillable, Sort
Description
Total amount of approved fund claims.
TotalApprovedFrs
Type
currency
Properties
Filter, Nillable, Sort
Description
Total amount of approved fund requests.
TotalReimbursedFcs
Type
currency
Properties
Filter, Nillable, Sort
Description
Total amount of reimbursed fund claims.
Type
Type
picklist
Properties
Create, Filter, Group, Restricted picklist, Sort, Update
Description
Type of budget. Values are:
  • Co-Operated Budget—Funds accrue based on a percentage of partner sales. The funds are available based on previous activity.
  • Marketing Funds—Funds are issued to partners in advance of sales. The funds are awarded based on predicted or expected behavior.

Associated Objects

This object has the following associated objects. Unless noted, they are available in the same API version as this object.

PartnerMarketingBudgetFeed
Feed tracking is available for the object.
PartnerMarketingBudgetHistory
History is available for tracked fields of the object.
PartnerMarketingBudgetOwnerSharingRule
Sharing rules are available for the object.
PartnerMarketingBudgetShare
Sharing is available for the object.