BrokerOfRecord

Represents a legal authority for the brokerage to act on behalf of their clients with insurance carriers. This object is available in API version 61 and later.

Supported Calls

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

Fields

AccountId

Type: reference
Properties: Create, Filter, Group, Sort, Update
Description: The account of the client that’s associated with the broker of record.

This field is a relationship field.
Relationship Name: Account
Refers To: Account

CurrencyIsoCode

Type: picklist
Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: If multiple currencies are enabled, this field contains the currency ISO code associated with the record.
Default value: USD
Possible values:
- EUR—Euro
- GBP—British Pound
- USD—U.S. Dollar

EffectiveDate

Type: date
Properties: Create, Filter, Group, Sort, Update
Description: The date when the broker of record becomes effective.

EndDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The date when the broker of record ends.

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.

LineOfBusiness

Type: picklist
Properties: Create, Filter, Group, Restricted picklist, Sort, Update
Description: Specifies the type of business supported by the broker of record.
Possible values:
- Employee Benefits
- Property & Casualty

LineOfCoverage

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Specifies the type of insurance coverage offered by the broker of record.

LostOpportunityId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The lost opportunity to identify the expected revenue loss.

This field is a relationship field.
Relationship Name: LostOpportunity
Refers To: Opportunity

Name

Type: string
Properties: Create, Filter, Group, idLookup, Sort, Update
Description: The name of the broker of record.

OwnerId

Type: reference
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: The ID of the record owner.

This field is a polymorphic relationship field.
Relationship Name: Owner
Refers To: Group, User

Status

Type: picklist
Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: The current status of the broker of record.
Possible values:
- In Effect
- Lost

WonOpportunityId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The won opportunity that started the broker of record relationship.

This field is a relationship field.
Relationship Name: WonOpportunity
Refers To: Opportunity

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.

BrokerOfRecordChangeEvent: Change events are available for the object in API version 62.0 and later.
BrokerOfRecordHistory: History is available for tracked fields of the object.
BrokerOfRecordOwnerSharingRule: Sharing rules are available for the object.
BrokerOfRecordShare: Sharing is available for the object.