cgcloud__RBF_Template__c Creation template for Rate-based Funding (RBF) records. 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()
Fields
LastReferencedDate
Type : dateTimeProperties : Filter, Nillable, SortDescription : Most recent date on which a user referenced this record.
LastViewedDate
Type : dateTimeProperties : Filter, Nillable, SortDescription : Most recent date on which a user viewed this record.
Name
Type : stringProperties : Create, Defaulted on create, Filter, Group, idLookup, Nillable, Sort, UpdateDescription : Unique identification of the record.
OwnerId
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
cgcloud__Active__c
Type : booleanProperties : Create, Defaulted on create, Filter, Group, Sort, UpdateDescription : Controls whether the template can be used to create a Rate-Based Funding Record, regardless of User Role.Default value : true
cgcloud__Anchor_Type__c
Type : picklist
Properties : Create, Filter, Group, Restricted picklist, Sort, Update
Description : Customer Anchor Type for the Rate-Based Funding record which drives the visibility for the Anchor attribute.
Possible values :
cgcloud__Condition_Source_KPI__c
Type : reference
Properties : Create, Filter, Group, Nillable, Sort, Update
Description : Condition Source KPI (Lookup to KPI Definition).
This is a relationship field.
Relationship Name : cgcloud__Condition_Source_KPI__r
Relationship Type : Lookup
Refers To : cgcloud__KPI_Definition__c
cgcloud__Condition_Target_KPI__c
Type : reference
Properties : Create, Filter, Group, Nillable, Sort, Update
Description : Condition Target KPI (Lookup to KPI Definition).
This is a relationship field.
Relationship Name : cgcloud__Condition_Target_KPI__r
Relationship Type : Lookup
Refers To : cgcloud__KPI_Definition__c
cgcloud__Currency__c
Type : stringProperties : Create, Filter, Group, Nillable, Sort, UpdateDescription : Currency of the Sales Org assigned to the template.
cgcloud__Description_Language_1__c
Type : stringProperties : Create, Filter, Group, Nillable, Sort, UpdateDescription : Stores the description of language 1.
cgcloud__Description_Language_2__c
Type : stringProperties : Create, Filter, Group, Nillable, Sort, UpdateDescription : Stores the description of language 2.
cgcloud__Description_Language_3__c
Type : stringProperties : Create, Filter, Group, Nillable, Sort, UpdateDescription : Stores the description of language 3.
cgcloud__Description_Language_4__c
Type : stringProperties : Create, Filter, Group, Nillable, Sort, UpdateDescription : Stores the description of language 4.
cgcloud__Description__c
Type : string
Properties : Filter, Nillable, Sort
Description : Description based on the user-specified language.
This is a calculated field.
Formula :
1 CASE($User.cgcloud__Language_Postfix__c, 2 "Language1", cgcloud__Description_Language_1__c, 3 "Language2", BLANKVALUE(cgcloud__Description_Language_2__c,cgcloud__Description_Language_1__c), 4 "Language3", BLANKVALUE(cgcloud__Description_Language_3__c,cgcloud__Description_Language_1__c), 5 "Language4", BLANKVALUE(cgcloud__Description_Language_4__c,cgcloud__Description_Language_1__c), 6 cgcloud__Description_Language_1__c)
cgcloud__Fund_Template__c
Type : reference
Properties : Create, Filter, Group, Sort, Update
Description : Reference to Fund Template. Template from which the RBF Template determines the fund type.
This is a relationship field.
Relationship Name : cgcloud__Fund_Template__r
Relationship Type : Lookup
Refers To : cgcloud__Fund_Template__c
cgcloud__Internal_Id__c
Type : stringProperties : Create, Filter, Group, Nillable, Sort, UpdateDescription : Internal ID is created to ensure that the same short code doesn’t correspond to the same Sales Org.
cgcloud__KPI_Set_KPI_Definition__c
Type : reference
Properties : Create, Filter, Group, Nillable, Sort, Update
Description : KPI that’s used to populate the Total RBF attribute on the Rate Based Funding.
This is a relationship field.
Relationship Name : cgcloud__KPI_Set_KPI_Definition__r
Relationship Type : Lookup
Refers To : cgcloud__KPI_Definition__c
cgcloud__KPI_Set__c
Type : reference
Properties : Create, Filter, Group, Sort, Update
Description : Reference to KPI Set.
This is a relationship field.
Relationship Name : cgcloud__KPI_Set__r
Relationship Type : Lookup
Refers To : cgcloud__KPI_Set__c
cgcloud__KPI_Subset__c
Type : picklist
Properties : Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description : Allows filtering of KPI Definitions in the GridHierarchyView component.
Default value : Planning
Possible values :
AdjustmentBaselineManagement—Baseline ManagementBrokerFinanceMidLevelPlanning—Mid Level PlanningMonitoringPlanningPromoUIPromotionScenarios—Promotion ScenariosRetailerSPCSPCLumpSumSPCPRVPC
cgcloud__RBF_Total_KPI__c
Type : reference
Properties : Create, Filter, Group, Nillable, Sort, Update
Description : Reference to KPI Definition.
This is a relationship field.
Relationship Name : cgcloud__RBF_Total_KPI__r
Relationship Type : Lookup
Refers To : cgcloud__KPI_Definition__c
cgcloud__Rate_Type__c
Type : picklist
Properties : Create, Filter, Group, Restricted picklist, Sort, Update
Description : Allows for the various calculation methods of Rate Based Funding KPIs.
Possible values :
Currency/CaseFixedPercent of Revenue
cgcloud__Sales_Org__c
Type : reference
Properties : Create, Filter, Group, Sort, Update
Description : Reference to sales organization.
This is a relationship field.
Relationship Name : cgcloud__Sales_Org__r
Relationship Type : Lookup
Refers To : cgcloud__Sales_Organization__c
cgcloud__Short_Code__c
Type : stringProperties : Create, Filter, Group, idLookup, Sort, UpdateDescription : Unique code that’s used as a Legacy System reference for integration.
cgcloud__Sort__c
Type : doubleProperties : Create, Filter, Nillable, Sort, UpdateDescription : Sort order of the Rate Based Fund template.
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.
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