cgcloud__Rate_Based_Funding__c

This object stores general information along with metadata that’s associated with the RBF Template from which it was created. This object is available in API version 54.0 and later.

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

• Type: dateTime
• Properties: Filter, Nillable, Sort
• Description: Most recent date on which a user referenced this record.

• Type: dateTime
• Properties: Filter, Nillable, Sort
• Description: Most recent date on which a user viewed this record.

• Type: string
• Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
• Description: Unique identification of the record.

• Type: reference

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

• Description: ID of the record owner.

  This is a polymorphic relationship field.

• Relationship Name: Owner

• Relationship Type: Lookup

• Refers To: Group, User

• Type: reference

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

• Description: Anchor Account for which the RBF is defined.

  This is a relationship field.

• Relationship Name: cgcloud__Account__r

• Relationship Type: Lookup

• Refers To: Account

• Type: boolean
• Properties: Create, Defaulted on create, Filter, Group, Sort, Update
• Description: Controls whether Rate Based Funds can be used.
• Default value: true

• Type: string

• Properties: Filter, Nillable, Sort

• Description: Currency of the rate based funding template.

  This is a calculated field.

• Formula:

  1cgcloud__Rate_Based_Funding_Template__r.cgcloud__Currency__c

• Type: date
• Properties: Create, Defaulted on create, Filter, Group, Sort, Update
• Description: Start date of the rate based fund.

• Type: date
• Properties: Create, Filter, Group, Sort, Update
• Description: End date of the rate based fund.

• Type: string
• Properties: Create, Filter, Group, Sort, Update
• Description: Description of the rate based fund.

• Type: string
• Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
• Description: Unique identifier for the external system RBF record.

• Type: picklist

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

• Description: Anchor of the fund.

• Possible values:

  • Planning_Level
  • RBF_Anchor

• Type: string

• Properties: Filter, Nillable, Sort

• Description: Label of a Fund Template. Funds of this type are to be filled by this RBF (if the anchor accounts, products, and time ranges also match).

  This is a calculated field.

• Formula:

  1cgcloud__Fund_Template__r.cgcloud__Description__c

• Type: reference

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

• Description: Reference to the fund template.

  This is a relationship field.

• Relationship Name: cgcloud__Fund_Template__r

• Relationship Type: Lookup

• Refers To: cgcloud__Fund_Template__c

• Type: string

• Properties: Filter, Nillable, Sort

• Description: KPI subset allows to filter KPI definitions in the GridHierarchyView component. No subset filter is applied when no KPI subset is chosen

  This is a calculated field.

• Formula:

  1TEXT(cgcloud__Rate_Based_Funding_Template__r.cgcloud__KPI_Subset__c)

• Type: boolean
• Properties: Create, Defaulted on create, Filter, Group, Sort, Update
• Description: Controls when a child can be updated by the parent in the RBF Distribution process.
• Default value: false

• Type: textarea
• Properties: Create, Nillable, Update
• Description: Reference to the parent RBF record.

• Type: reference

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

• Description: Contains the reference of the parent in the RBF Distribution process.

  This is a relationship field.

• Relationship Name: cgcloud__Parent_RBF__r

• Relationship Type: Lookup

• Refers To: cgcloud__Rate_Based_Funding__c

• Type: string

• Properties: Filter, Nillable, Sort

• Description: Reference to the anchor of the rate based fund.

  This is a calculated field.

• Formula:

  1TEXT(cgcloud__Rate_Based_Funding_Template__r.cgcloud__Anchor_Type__c)

• Type: string

• Properties: Filter, Nillable, Sort

• Description: KPI set that’s assigned to the rate based fund.

  This is a calculated field.

• Formula:

  1cgcloud__Rate_Based_Funding_Template__r.cgcloud__KPI_Set__r.Name

• Type: string

• Properties: Filter, Nillable, Sort

• Description: Type of rate that’s used for the rate based funding record.

  This is a calculated field.

• Formula:

  1TEXT( cgcloud__Rate_Based_Funding_Template__r.cgcloud__Rate_Type__c )

• Type: string

• Properties: Filter, Nillable, Sort

• Description: Name of the KPI definition that represents the total calculated value.

  This is a calculated field.

• Formula:

  1cgcloud__Rate_Based_Funding_Template__r.cgcloud__RBF_Total_KPI__r.Name

• Type: reference

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

• Description: Template that’s used for the rate based funding record.

  This is a relationship field.

• Relationship Name: cgcloud__Rate_Based_Funding_Template__r

• Relationship Type: Lookup

• Refers To: cgcloud__RBF_Template__c

• Type: picklist

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

• Description: Status of the rate based funding record.

• Default value: Initial

• Possible values:

  • Approved
  • Initial
  • Processed
  • Processing
  • Ready to Approve

• Type: boolean
• Properties: Create, Defaulted on create, Filter, Group, Sort, Update
• Description: This field is used to signal that the record can be safely unlocked as part of the stop transacting process.
• Default value: false

• Type: double
• Properties: Create, Filter, Nillable, Sort, Update
• Description: Total calculated as derived from interaction with the RBF Grid (aggregate of all RBF-Product calculated values).

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.

• cgcloud__Rate_Based_Funding__cChangeEvent: Change events are available for the object.
• cgcloud__Rate_Based_Funding__cFeed: Feed tracking is available for the object.
• cgcloud__Rate_Based_Funding__cHistory: History is available for the tracked fields of the object.
• cgcloud__Rate_Based_Funding__cOwnerSharingRule: Sharing rules are available for the object.
• cgcloud__Rate_Based_Funding__cShare: Sharing is available for the object.

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