Sales Methodology Definition DMO

Each record defines a reusable sales methodology, detailing its description, applicable sales object types, categories, and standard prompt templates, which sales teams reference to standardize their engagement on opportunities.

Object API Name: std__SalesMethodologyDefinitionDmo__dlm
Category: Unassigned
Availability: Available in 264 and later versions
Primary Key Field: Id

• Category
• cdp_sys_record_currency
• CreatedDateTime
• DataSourceId
• DataSourceObjectId
• DescriptionText
• Id
• InternalOrganizationId
• IsActive
• KQ_Id
• LastModifiedDateTime
• ObjectType
• StandardPromptTemplateTxt

• Field API Name: std__Category__c
• Data Type: TEXT
• Description: Methodology categorization that allows each entity to have one methodology per record type and category.

• 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__CreatedDateTime__c
• Data Type: DATETIME
• Description: Date and time when this record was created.

• 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__DescriptionText__c
• Data Type: TEXT
• Description: Detailed description explaining the purpose and usage of this methodology.

• Field API Name: std__Id__c
• Data Type: TEXT
• Description: Unique identifier for the Sales Methodology Definition record.

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

• Field API Name: std__IsActive__c
• Data Type: BOOLEAN
• Description: Indicates whether this methodology definition is active and available for user selection.

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

• Field API Name: std__LastModifiedDateTime__c
• Data Type: DATETIME
• Description: Date and time when this record was last modified.

• Field API Name: std__ObjectType__c
• Data Type: TEXT
• Description: The type of entity for which this methodology applies to.

• Field API Name: std__StandardPromptTemplateTxt__c
• Data Type: TEXT
• Description: The file-based prompt template to generate this methodology when Agentforce is enabled.