RevenueSourceObjectConfig

Represents data from the underlying Salesforce standard or custom object that stores opportunity and product-related information. This object is available in API version 57.0 and later.

Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.

Important

Supported SOAP API Calls

create(), delete(), describeSObjects(), query(), retrieve(), update(), upsert()

Supported REST API Methods

DELETE, GET, HEAD, PATCH, POST, Query

Special Access Rules

RevenueIntelligenceFinsAddOn and FinancialServiceCloudStandardAddOn licenses are required to access this object in your org. To view, create, edit, and delete records, the user requires ManageFSCAnalytics and RevenueIntelligenceUser permission set.

Fields

DeveloperName

Type: string
Properties: Create, Filter, Group, Sort, Update
Description: The unique name of the object in the API. This name can contain only underscores and alphanumeric characters, and must be unique in your org. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores. In managed packages, this field prevents naming conflicts on package installations. With this field, a developer can change the object’s name in a managed package and the changes are reflected in a subscriber’s organization. Label is Record Type Name.

IsDraft

Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Indicates whether the Revenue Data Source object configurations have been modified. If the value is True, it indicates that the modifications are not reflected on the Analytics app. If the value is False, it indicates that the modifications are available on the Analytics app.

For internal use only.

Language

Type: picklist
Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: The language of the revenue source object configuration.

Possible values are the supported languages in Financial Services Cloud.

MasterLabel

Type: string
Properties: Create, Filter, Group, Sort, Update
Description: Label for the revenue source object configuration. In the UI, this field is Revenue Source Object Configuration.

PrimaryAccountFieldName

Type: string
Properties: Create, Filter, Group, Sort, Update
Description: The name of the field that stores the reference to account information. If there are multiple accounts for Revenue Source Dataset, then this field would be the reference to the primary account.

ProductNameField

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The name of field from Revenue Data Source or Revenue Product Dataset that stores the product name information.

ProductReferenceFieldName

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The name of the field from Revenue Data Source or Revenue Product Dataset that has a lookup to product information.

ProductReferenceObjectName

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The name of the standard or custom object that stores product information.

RevDataSourceRefFieldName

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The name of the field from Revenue Product Dataset that has a lookup to Revenue Data Source.

RevenueDataSource

Type: string
Properties: Create, Filter, Group, Sort, Update
Description: The standard or custom object that stores opportunity information.

RevenueProductDataset

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The standard or custom object that stores both opportunity and product information.

UserIdentifierFieldName

Type: string
Properties: Create, Filter, Group, Sort, Update
Description: The name of the field that stores the user ID information of who owns the account.