blng__FinanceBook__c

Represents the storage of financial transactions for reporting and recordkeeping.

Supported Calls 

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

Fields 

CurrencyIsoCode 

Type: picklist

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

Description: The three-letter ISO 4217 currency code associated with the finance book record when multiple currencies are enabled.

LastReferencedDate 

Type: dateTime

Properties: Filter, Nillable, Sort

Description: The timestamp when the current user last accessed a finance book 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 a finance book record. If this value is null, it’s possible that the user only accessed the finance book record or a related list view (LastReferencedDate), but not viewed the finance book record itself.

Name 

Type: string

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

Description: The name of the finance book.

OwnerId 

Type: reference

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

Description: Required. The ID of the record owner.

This field is a polymorphic relationship field.

Relationship Name: Owner

Refers To: Group, User

blng__Active__c 

Type: boolean

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

Description: Required. Indicates whether the finance book is active (true) or not (false). To deactivate the finance book, clear the Active checkbox. This setting won’t affect past or existing transactions or assignments.

The default value is true.

blng__FinancePeriodDuration__c 

Type: picklist

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

Description: Required. The duration of the finance period date range.

Valid values are:

  • Custom
  • Monthly

The default value is Monthly.

blng__Notes__c 

Type: textarea

Properties: Create, Nillable, Update

Description: Additional details or comments related to the finance book.

blng__PeriodType__c 

Type: picklist

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

Description: Required. The type of finance book.

Valid values are:

  • Accounting
  • Revenue