Referral DMO

Object API Name: std__ReferralDmo__dlm
Category: Unassigned
Availability: Available in 254 and later versions
Primary Key Field: Id

• ReferredPartyId has a FOREIGNKEY relationship with the Account DMO Id field.
• CurrentPromotionStageId has a FOREIGNKEY relationship with the Promotion Stage DMO Id field.
• ReferredPartyId has a FOREIGNKEY relationship with the Account Contact DMO Id field.
• ProgramId has a FOREIGNKEY relationship with the Program DMO Id field.
• ProductId has a FOREIGNKEY relationship with the Product DMO Id field.
• ClientId has a FOREIGNKEY relationship with the Account DMO Id field.
• OutboundSourceId has a FOREIGNKEY relationship with the Referral DMO Id field.
• ProviderId has a FOREIGNKEY relationship with the Account Contact DMO Id field.
• OutboundSourceId has a FOREIGNKEY relationship with the Case DMO Id field.
• ReferrerId has a FOREIGNKEY relationship with the Account DMO Id field.
• ReferrerId has a FOREIGNKEY relationship with the Account Contact DMO Id field.
• ProductCategoryId has a FOREIGNKEY relationship with the Product Category DMO Id field.
• OutboundSourceId has a FOREIGNKEY relationship with the Benefit Assignment DMO Id field.
• CaseId has a FOREIGNKEY relationship with the Case DMO Id field.
• PromotionId has a FOREIGNKEY relationship with the Promotion DMO Id field.
• ProviderId has a FOREIGNKEY relationship with the Account DMO Id field.
• ProviderFacilityReferenceId has a FOREIGNKEY relationship with the Healthcare Provider Facility Specialty DMO Id field.
• ProviderFacilityReferenceId has a FOREIGNKEY relationship with the Healthcare Practitioner Facility DMO Id field.
• OpportunityId has a FOREIGNKEY relationship with the Opportunity DMO Id field.

• AuthorizationStatus
• CaseId
• cdp_sys_record_currency
• ClientBusinessName
• ClientEmailAddress
• ClientId
• ClientName
• ClientPhoneNumber
• Comments
• CreatedDate
• CurrentPromotionStageId
• DataSourceId
• DataSourceObjectId
• Description
• EstimatedReferralValueCrcy
• Id
• InternalOrganizationId
• IsBusinessReferral
• IsSelfReferred
• NameInterfaceField
• OpportunityId
• OutboundSourceId
• ProductCategoryId
• ProductId
• ProgramId
• PromotionId
• ProviderEmailAddress
• ProviderFacilityReferenceId
• ProviderFacilityReferenceObject
• ProviderId
• ProviderName
• ProviderOrgName
• ProviderPhoneNumber
• ReferralCategory
• ReferralDate
• ReferralPriority
• ReferralResultCategory
• ReferralScoreNbr
• ReferralSource
• ReferralStatus
• ReferralType
• ReferredPartyId
• ReferrerEmailAddress
• ReferrerId
• ReferrerName
• ReferrerOrgName
• ReferrerPhoneNumber
• Result
• SourceOrgIdentifier
• SourceReferralIdentifier
• Title
• UsageType

• Field API Name: std__AuthorizationStatus__c
• Data Type: TEXT
• Description: Specifies whether the referral is authorized or not.

• Field API Name: std__CaseId__c
• Data Type: TEXT
• Description: The case associated with the referral.

• Field API Name: std__cdp_sys_record_currency__c
• Data Type: TEXT
• Description: System-generated metadata field that stores a 3-letter ISO currency code.

• Field API Name: std__ClientBusinessName__c
• Data Type: TEXT
• Description: The name of the referred business.

• Field API Name: std__ClientEmailAddress__c
• Data Type: TEXT
• Description: The email address of the referred client.

• Field API Name: std__ClientId__c
• Data Type: TEXT
• Description: The account associated with the referred client.

• Field API Name: std__ClientName__c
• Data Type: TEXT
• Description: Name of the referred client.

• Field API Name: std__ClientPhoneNumber__c
• Data Type: TEXT
• Description: The phone number of the referred client.

• Field API Name: std__Comments__c
• Data Type: TEXT
• Description: Alphanumeric string representing the comments.

• Field API Name: std__CreatedDate__c
• Data Type: DATETIME
• Description: The date and time when this record was created.

• Field API Name: std__CurrentPromotionStageId__c
• Data Type: TEXT
• Description: The promotion stage that the referral is currently associated with.

• Field API Name: std__DataSourceId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

• Field API Name: std__DataSourceObjectId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

• Field API Name: std__Description__c
• Data Type: TEXT
• Description: The description of the referral.

• Field API Name: std__EstimatedReferralValueCrcy__c
• Data Type: CURRENCY
• Description: The estimated business value of the referred product, such as target asset under management (AUM), anticipated loan amount, or policy premium.

• Field API Name: std__Id__c
• Data Type: TEXT
• Description: Required. A unique, system-generated identifier for this Referral record. Maximum size is 15 characters.

• Field API Name: std__InternalOrganizationId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

• Field API Name: std__IsBusinessReferral__c
• Data Type: BOOLEAN
• Description: Indicates whether the referral represents a business entity or not.

• Field API Name: std__IsSelfReferred__c
• Data Type: TEXT
• Description: Whether the referral is made by the client.

• Field API Name: std__NameInterfaceField__c
• Data Type: TEXT
• Description: Name of this record.

• Field API Name: std__OpportunityId__c
• Data Type: TEXT
• Description: The opportunity associated with the inbound referral.

• Field API Name: std__OutboundSourceId__c
• Data Type: TEXT
• Description: The source of the outbound referral.

• Field API Name: std__ProductCategoryId__c
• Data Type: TEXT
• Description: The product category associated with the referral.

• Field API Name: std__ProductId__c
• Data Type: TEXT
• Description: The product associated with the referral.

• Field API Name: std__ProgramId__c
• Data Type: TEXT
• Description: The program that's associated with the referral.

• Field API Name: std__PromotionId__c
• Data Type: TEXT
• Description: The promotion associated with the referral.

• Field API Name: std__ProviderEmailAddress__c
• Data Type: TEXT
• Description: The email address of the person or the organization that the client is being referred to.

• Field API Name: std__ProviderFacilityReferenceId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

• Field API Name: std__ProviderFacilityReferenceObject__c
• Data Type: TEXT
• Description: Alphanumeric string representing the provider facility reference object.

• Field API Name: std__ProviderId__c
• Data Type: TEXT
• Description: The account or contact associated with the person or the organization that the client is being referred to.

• Field API Name: std__ProviderName__c
• Data Type: TEXT
• Description: The name of the person or organization that the client is being referred to.

• Field API Name: std__ProviderOrgName__c
• Data Type: TEXT
• Description: The organization the client is being referred to.

• Field API Name: std__ProviderPhoneNumber__c
• Data Type: TEXT
• Description: The phone number of the person or the organization that the client is being referred to.

• Field API Name: std__ReferralCategory__c
• Data Type: TEXT
• Description: The category of the referral.

• Field API Name: std__ReferralDate__c
• Data Type: DATEONLY
• Description: The date on which the referral was received.

• Field API Name: std__ReferralPriority__c
• Data Type: TEXT
• Description: Indicates the priority of the referral.

• Field API Name: std__ReferralResultCategory__c
• Data Type: TEXT
• Description: The category of the referral result.

• Field API Name: std__ReferralScoreNbr__c
• Data Type: DOUBLE
• Description: Determines the likelihood of the referral buying the product.

• Field API Name: std__ReferralSource__c
• Data Type: TEXT
• Description: The source of the referral.

• Field API Name: std__ReferralStatus__c
• Data Type: TEXT
• Description: The status of the referral.

• Field API Name: std__ReferralType__c
• Data Type: TEXT
• Description: Specifies whether the referral is inbound or outbound.

• Field API Name: std__ReferredPartyId__c
• Data Type: TEXT
• Description: The contact or personal account associated with the referred party.

• Field API Name: std__ReferrerEmailAddress__c
• Data Type: TEXT
• Description: The email address of the person or organization that referred the client.

• Field API Name: std__ReferrerId__c
• Data Type: TEXT
• Description: The account or contact associated with the person or organization that referred the client.

• Field API Name: std__ReferrerName__c
• Data Type: TEXT
• Description: The name of the person or organization that referred the client.

• Field API Name: std__ReferrerOrgName__c
• Data Type: TEXT
• Description: The organization that referred the client.

• Field API Name: std__ReferrerPhoneNumber__c
• Data Type: TEXT
• Description: The phone number of the person or the organization that referred the client.

• Field API Name: std__Result__c
• Data Type: TEXT
• Description: Alphanumeric string representing the result.

• Field API Name: std__SourceOrgIdentifier__c
• Data Type: TEXT
• Description: The unique identifier of the org where the referrer submitted the referral form.

• Field API Name: std__SourceReferralIdentifier__c
• Data Type: TEXT
• Description: The unique identifier of the referral record in the source org.

• Field API Name: std__Title__c
• Data Type: TEXT
• Description: The title of the referral.

• Field API Name: std__UsageType__c
• Data Type: TEXT
• Description: The usage of Referral.