cgcloud__Account_Extension__c

This object records account roles and further product-related attributes. This object is available in API version 54.0 and later.

Supported Calls 

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

Special Access Rules 

Name 
  • Type: string
  • Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
  • Description: Name of this record.

cgcloud__Account_Plan_Type__c 

  • Type: picklist

  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update

  • Description: Specifies the level of the customer in trade org hierarchies, which is used to aggregate KPIs.

  • Possible values:

    • Plan

cgcloud__Account__c 

  • Type: reference

  • Properties: Create, Filter, Group, Sort

  • Description: Reference to the customer to whom the Extension record is assigned.

    This is a relationship field.

  • Relationship Name: cgcloud__Account__r

  • Relationship Type: Master-detail

  • Refers To: Account (the master object)

cgcloud__Bill_To_Role_Valid_From__c 
  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Date from which the Bill To Role is valid.

cgcloud__Bill_To_Role_Valid_Thru__c 
  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Date until which the Bill To Role is valid.

cgcloud__Broker_Role_Valid_From__c 
  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Date from which the Broker Role is valid.

cgcloud__Broker_Role_Valid_Thru__c 
  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Date until which the Broker Role is valid.

cgcloud__Class_Of_Trade__c 

  • Type: picklist

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: Reference to which the account the company segment belongs.

  • Possible values:

    • CC—C&C Markets
    • CategorySpecialist
    • ConvenienceStores
    • Department
    • DiscountStores
    • DrugStores
    • GasStation
    • Grocery
    • Hotel
    • Hypermarket
    • Kiosk
    • Restaurants
    • SM—Supermarket

cgcloud__Company_Type__c 

  • Type: picklist

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: Defines the type of customer.

  • Possible values:

    • Consumer
    • Independent
    • OnTrade
    • Payee
    • Payer
    • Retailer
    • ThirdParty
    • Wholesaler

cgcloud__Consider_Modules__c 
  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Indicates whether the account can be used to list module classification.
  • Default value: false

cgcloud__Customer_Id__c 
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Reference to the customer to whom the Extension record is assigned.

cgcloud__Customer_Role_Number__c 
  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Defines the role number of the customer.

cgcloud__Customer_Role_Price_List_type__c 

  • Type: picklist

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: Defines the Role Price List type of the customer.

  • Possible values:

    • Direct Customer
    • NotRelevant
    • Wholesaler

cgcloud__Customer_Role_Price_Type__c 

  • Type: picklist

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: Defines the customer’s Role Price type.

  • Possible values:

    • NotRelevant
    • consumer
    • factory

cgcloud__Customer_Role_Valid_From__c 
  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Date from which the customer role is valid.

cgcloud__Customer_Role_Valid_Thru__c 
  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Date until which the customer role is valid.

cgcloud__Date_Closure__c 
  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Date on which the company closed.

cgcloud__Decreasing_PSI__c 
  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Indicates whether the previously calculated PSI is higher than the last one.
  • Default value: false

cgcloud__Decreasing_Revenue__c 

  • Type: picklist

  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update

  • Description: Defines whether a customer is classified as a decrease revenue customer.

  • Possible values:

    • No
    • Yes

cgcloud__Delivery_Role_Modify_Preset_Quantity__c 

  • Type: picklist

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: Specifies the way quantity modifications of preset quantities of delivery documents can be modified.

  • Possible values:

    • No
    • Only Decrease
    • Only Increase
    • Yes

cgcloud__Delivery_Role_Valid_From__c 
  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Date from which the Delivery Role is valid.

cgcloud__Delivery_Role_Valid_Thru__c 
  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Date until which the Delivery Role is valid.

cgcloud__Distribution_Issue__c 
  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Indicates whether the last relevant call (and then the customer) has distribution issues.
  • Default value: false

cgcloud__ExternalId__c 
  • Type: string
  • Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
  • Description: Unique external ID.

cgcloud__Fixed_Overdraw__c 
  • Type: percent
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Fixed-based overdraw allowance percentage.

cgcloud__Fund_Role_Valid_From__c 
  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Date from which the Fund Role is valid.

cgcloud__Invoice_Document_Transaction_Type__c 

  • Type: picklist

  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update

  • Description: Specifies how to handle invoice documents regarding payments.

    This field is available in API version 55.0 and later.

  • Possible values:

    • CreditMemo
    • InvoiceCashInvoice
    • InvoiceCreditInvoice
    • NoPayment

cgcloud__Fund_Role_Valid_Thru__c 
  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Date until which the Fund Role is valid.

cgcloud__Last_PSI__c 
  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Last relevant calculated PSI.

cgcloud__Last_Visit_Date__c 
  • Type: date
  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
  • Description: Date on which the last customer call was referenced to calculate the KPI.

cgcloud__Match_Code__c 
  • Type: textarea
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Matchcode of the business partner. It is usually a concatenation of several encoded account attributes, such as name, state, and city. For example, KROGER.GA.ATL.

cgcloud__OOS_Issue__c 
  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Indicates whether the last relevant call (and then the customer) has Out Of Stock (OOS) issues.
  • Default value: false

cgcloud__Order_Document_Transaction_Type__c 

  • Type: picklist

  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update

  • Description: Mode to handle orders. Specifies payment type and defines detailed behavior of a delivery document.

    This field is available in API version 55.0 and later.

  • Possible values:

    • CashOrder
    • CreditOrder
    • NoPaymentOrder
    • VanSalesCashInvoice
    • VanSalesNoPaymentInvoice

cgcloud__Order_Role_Order_Template_Blocked__c 

  • Type: picklist

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: Set a value to control the customer’s use of the temporary order template.

  • Possible values:

    • 0—No
    • 1—Yes
    • 2—Warning

cgcloud__Order_Role_Orderer_Type__c 

  • Type: picklist

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: Type of the ordering business partner.

  • Possible values:

    • Direct
    • Indirect
    • Replenishment

cgcloud__Order_Role_Valid_From__c 
  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Date from which the Order Role is valid.

cgcloud__Order_Role_Valid_Thru__c 
  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Date until which the Order Role is valid.

cgcloud__Org_Level__c 

  • Type: picklist

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: Classification of the customer organization level.

  • Possible values:

    • CustLevel01—Customer Level 1
    • CustLevel02—Customer Level 2
    • CustLevel03—Customer Level 3
    • CustLevel04—Customer Level 4
    • CustLevel05—Customer Level 5
    • CustLevel06—Customer Level 6
    • CustLevel07—Customer Level 7

cgcloud__Payer_Role_Credit_Block__c 
  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Indicates whether the customer is credit blocked.
  • Default value: false

cgcloud__Payer_Role_Credit_Rating__c 

  • Type: picklist

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: Specifies the credit rating of the customer.

  • Possible values:

    • A
    • B
    • C

cgcloud__Payer_Role_Document_Transaction_Type__c 

  • Type: picklist

  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update

  • Description: Mode to handle orders. Specifies payment type and defines detailed behavior of a delivery document.

  • Possible values:

    • CashInvoice—Delivery Cash Invoice
    • CreditInvoice—Delivery Credit Invoice
    • NonValuatedDeliveryNote—Non Valuated Delivery Note
    • ValuatedDeliveryNote—Valuated Delivery Note

cgcloud__Payer_Role_Overall_Credit_Limit__c 
  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Specifies the overall credit limit of the customer.

cgcloud__Payer_Role_Valid_From__c 
  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Date from which the Payer Role is valid.

cgcloud__Payer_Role_Valid_Thru__c 
  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The date until when the Payer Role is valid.

cgcloud__Payment_Mode__c 

  • Type: picklist

  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update

  • Description: Preferred payment mode used when taking a payment during order taking.

    This field is available in API version 55.0 and later.

  • Possible values:

    • Cash
    • Check
    • CreditCard
    • DebitCard
    • MoneyOrder

cgcloud__Phase__c 

  • Type: picklist

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: System in which the record is stored.

  • Possible values:

    • 1—Priority ERP
    • 2—Priority CRM
    • 3—Only CRM

cgcloud__Pricing_Type__c 

  • Type: picklist

  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update

  • Description: Determines the pricing type of the customer.

  • Default value: 1

  • Possible values:

    • 1—Standard
    • 2—Standard incl. Sales Tax
    • C—Sample/Donation

cgcloud__Priority__c 

  • Type: picklist

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: Classification of a company.

  • Possible values:

    • A - Priority
    • B - Priority
    • C - Priority

cgcloud__Promotion_Valid_From__c 
  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Date from which the Promotion Role is valid.

cgcloud__Promotion_Valid_Thru__c 
  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Date until which the Promotion Role is valid.

cgcloud__RBF_Overdraw__c 
  • Type: percent
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Rate Based Funding overdraw allowance percentage.

cgcloud__Record_Link__c 

  • Type: string

  • Properties: Filter, Nillable, Sort

  • Description: Link to the detail page of the CustomerExtension record.

    This is a calculated field.

  • Formula:

    1HYPERLINK("/" &Id, $Label.cgcloud__record_link, "_top")

cgcloud__Sales_Org__c 

  • Type: string

  • Properties: Filter, Nillable, Sort

  • Description: Sales organization to which the customer extension belongs.

    This is a calculated field.

  • Formula:

    1cgcloud__Account__r.cgcloud__Sales_Org__c

cgcloud__Sales_Organization__c 

  • Type: reference

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: Optimize the reading process of account filters in the Trade Calendar and Account Plan.

    This is a relationship field.

  • Relationship Name: cgcloud__Sales_Organization__r

  • Relationship Type: Lookup

  • Refers To: cgcloud__Sales_Organization__c

cgcloud__Sales_Relevant__c 
  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Indicates whether the account can be used for sales activities.
  • Default value: false

cgcloud__State__c 

  • Type: picklist

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: Status of the account. Business partner roles can be used to control the status of the account.

  • Possible values:

    • 010—Active
    • 090—Prepared for Deletion

cgcloud__Store_Role_Valid_From__c 
  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Date from which the Store Role is valid.

cgcloud__Store_Role_Valid_Thru__c 
  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Date until which the Store Role is valid.

cgcloud__Tax_Jurisdiction_Code__c 
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Jurisdiction code of location at which taxes are to be paid.

cgcloud__Transfer_Record_Identifier__c 
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Identifies the anchor customer for the promotion transfer process.

cgcloud__Transfer_Record_Identifier_Unique__c 
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: A unique identifier that contains a combination of transfer record identifier and sales org values.

cgcloud__Week_Day_Share_Profile__c 

  • Type: reference

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: Lookup to the Week Day Share Profile that’s utilized for calculations for the referenced account.

    This is a relationship field.

  • Relationship Name: cgcloud__Week_Day_Share_Profile__r

  • Relationship Type: Lookup

  • Refers To: cgcloud__Week_Day_Share_Profile__c

Associated Objects 

Associated Objects 

This object has these associated objects. If the API version isn’t specified, they are available in the same API versions as this object. Otherwise, they are available in the specified API version and later.

Get Started with Consumer Goods Cloud
Retail Execution
Trade Promotion Management
Custom Objects for Retail Execution and Trade Promotion Management
cgcloud__Account_Condition__c
cgcloud__Account_Extension__c
cgcloud__Account_Manager__c
cgcloud__Account_Relationship__c
cgcloud__Account_Set__c
cgcloud__Account_Set_Account__c
cgcloud__Account_Set_Manager__c
cgcloud__Account_Template__c
cgcloud__Account_Trade_Org_Hierarchy__c
cgcloud__Account_Org_Unit__c
cgcloud__Batch_Run_Status__c
cgcloud__Batch_Run_Status_Detail__c
cgcloud__CGCPS_Service_Settings__c
cgcloud__Condition_Template__c
cgcloud__Custom_Permission_User_Role_Mapping__c
cgcloud__Flatten_Account_Hierarchy__c
cgcloud__Product_Assortment_Template__c
cgcloud__Product_Category_Share__c
cgcloud__Product_Hierarchy__c
cgcloud__Product_Template__c
cgcloud__Promotion__c
cgcloud__Promotion_Attachment__c
cgcloud__Promotion_Attachment_Link__c
cgcloud__Promotion_Template__c
cgcloud__Promotion_Template_Hierarchy__c
cgcloud__Promotion_Template_Tactic_Template__c
cgcloud__Sales_Organization__c
cgcloud__Sales_Organization_User__c
cgcloud__Segmentation_Rule__c
cgcloud__Segmentation_Rule_Def__c
cgcloud__Segmentation_Rule_Def_Column__c
cgcloud__Segmentation_Rule_Template__c
cgcloud__System_Setting__c
cgcloud__Trigger_Setting__c
cgcloud__Tactic__c
cgcloud__Tactic_Product__c
cgcloud__Tactic_Template__c
cgcloud__Transaction_Log__c
cgcloud__Update_Activation__c
cgcloud__User_Setting__c
cgcloud__Validation_Rules_Setting__c
Standard and Custom Objects for Future Use
API End-of-Life Policy
Previous Versions