CollectionPlanItem

Represents an instance of a collection plan. This object is available in API version 63.0 and later.

Supported Calls

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

Fields

CollectionPlanId

Type: reference
Properties: Create, Filter, Group, Sort
Description: The ID of the parent collection plan associated with the collection plan item record.

This field is a relationship field.
Relationship Name: CollectionPlan
Relationship Type: Master-detail
Refers To: CollectionPlan (the master object)

FinancialAccountStatementId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Financial account statement associated with the collection plan item record.

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

Invoice

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The invoice associated with the collection plan item record.

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

LastReferencedDate

Type: dateTime
Properties: Filter, Nillable, Sort
Description: The timestamp when the current user last accessed this record indirectly, for example, through a list view or related record.

LastViewedDate

Type: dateTime
Properties: Filter, Nillable, Sort
Description: The timestamp when the current user last viewed this record or list view. If this value is null, and <parmname>LastReferenceDate</parmname> is not null, the user accessed this record or list view indirectly.

Name

Type: string
Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
Description: The name of the collection plan item record.

SourceSystemRecordIdentifier

Type: string
Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
Description: The unique identifier of the collection plan item in an external system.

Status

Type: picklist
Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: Specifies the status of the collection plan item, such as new, pending, paid, and closed.
Possible values:
- New
- Paid
- Pending
- Closed

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.

CollectionPlanItemChangeEvent: Change events are available for the object.
CollectionPlanItemHistory: History is available for tracked fields of the object.