AccountRole
Defines a functional role (such as Billing Account, Delivery Recipient, Payer, or Retail Store) that an account plays within a given internal organization unit, along with role-specific order/invoice/delivery document-type defaults. This object is available in API version 68.0 and later.
Supported Calls
create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), undelete(), update(), upsert()
Special Access Rules
Available only in orgs with Manufacturing Cloud, Automotive Cloud, or Consumer Goods Cloud enabled, or with the relevant Account Hierarchy / B2B relationship features licensed.
Fields
AccountId
Type: reference
Properties: Create, Filter, Group, Sort, Update
Description: The account that holds this role.
Relationship Name: Account
Refers To: Account
AllowedOrdererType
Type: picklist
Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: The type of orderer allowed for this role. Possible values are Direct, Indirect, and Replenishment.
CurrencyIsoCode
Type: picklist
Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: ISO code for the currency of this record. Possible values are: AED (UAE Dirham), USD (U.S. Dollar), and every other active currency ISO code configured for the org. The default value is USD.
DeliveryDocumentTrxnType
Type: picklist
Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: Default delivery-document transaction type used for this role, for example ValuatedDeliveryNote.
EndDate
Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Date on which this role assignment ends.
InternalOrganizationUnitId
Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The internal organization unit this role applies to.
Relationship Name: InternalOrganizationUnit
Refers To: InternalOrganizationUnit
InvoiceDocumentTrxnType
Type: picklist
Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: Default invoice-document transaction type used for this role, for example CreditMemo.
LastReferencedDate
Type: dateTime
Properties: Filter, Nillable, Sort
Description: Date on which a user last viewed a record related to this role.
LastViewedDate
Type: dateTime
Properties: Filter, Nillable, Sort
Description: Date on which a user last viewed this role record.
Name
Type: string
Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
Description: Auto-generated name for the role record.
OrderDocumentTrxnType
Type: picklist
Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: Default order-document transaction type used for this role, for example CashOrder.
OwnerId
Type: reference
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: The user or queue that owns this role record.
Relationship Name: Owner
Refers To: Group, User
PresetQtyModificationType
Type: picklist
Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: Indicates whether preset order quantities can be increased, decreased, both, or neither for this role.
Role
Type: picklist
Properties: Create, Filter, Group, Restricted picklist, Sort
Description: The functional role the account plays, for example BillingAccount, Payer, RetailStore, or DeliveryRecipient.
StartDate
Type: date
Properties: Create, Filter, Group, Sort, Update
Description: Date on which this role assignment starts.
UsageType
Type: picklist
Properties: Create, Filter, Group, Restricted picklist, Sort
Description: The usage context for this role, for example, Retail.
Associated Objects
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.
