---
schema_version: "1"
id: 066b6c252841b44011fa248e0bfbf5a34ec3a65e5219cc713fa6cf6ec7c17125
title: Self-Service Portal Objects and Fields
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/energy_self-service_portal_objects_and_fields.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.energy_self-service_portal_objects_and_fields.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3be826b3b5fcb1c01cfbb65688ca7e7e43fd7a5848e42ceb34a58ca331eaecb8
description: To display programs correctly in the Offers and Rebates section of Self-Service Portal, ensure that the fields in these objects are populated correctly.
products:
  - Energy and Utilities
release: "264"
---
# Self-Service Portal Objects and Fields

To display programs correctly in the Offers and Rebates section of Self-Service Portal, ensure that the fields in these objects are populated correctly.

## Program

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Field</td><td class="slds-cell-wrap" style="vertical-align:top;">Notes</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Active</td><td class="slds-cell-wrap" style="vertical-align:top;">Enable the Active field in the Program object, as only active programs are processed.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">DefaultImageURL</td><td class="slds-cell-wrap" style="vertical-align:top;">Configure the program image URL to see the program image in the Offers and Rebates page, and the Order History page</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Summary</td><td class="slds-cell-wrap" style="vertical-align:top;">Add a summary for the program that is displayed in the Benefits screen</td></tr></tbody></table>

## Product

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Field</td><td class="slds-cell-wrap" style="vertical-align:top;">Notes</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Active</td><td class="slds-cell-wrap" style="vertical-align:top;">Enable the Active field in the Product object, as only active products are seen in the program.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Family</td><td class="slds-cell-wrap" style="vertical-align:top;">Add a product family that is displayed in the program details section.</td></tr></tbody></table>

## Attribute Definition

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Field</td><td class="slds-cell-wrap" style="vertical-align:top;">Notes</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Name</td><td class="slds-cell-wrap" style="vertical-align:top;">Add an attribute definition that is displayed while selecting attributes in a program.</td></tr></tbody></table>

## Attribute Picklist

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Field</td><td class="slds-cell-wrap" style="vertical-align:top;">Notes</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Name</td><td class="slds-cell-wrap" style="vertical-align:top;">Add an attribute picklist name that is displayed while selecting attributes in a program.</td></tr></tbody></table>

## Attribute Category

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Field</td><td class="slds-cell-wrap" style="vertical-align:top;">Notes</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Name</td><td class="slds-cell-wrap" style="vertical-align:top;">Add an attribute category name that is displayed while selecting attributes in a program.</td></tr></tbody></table>

## Attribute Category Attribute

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Field</td><td class="slds-cell-wrap" style="vertical-align:top;">Notes</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">AttributeCategoryId</td><td class="slds-cell-wrap" style="vertical-align:top;">Add an attribute category ID that is used while selecting attributes in a program.</td></tr></tbody></table>

## Product Classification Attribute

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Field</td><td class="slds-cell-wrap" style="vertical-align:top;">Notes</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Name</td><td class="slds-cell-wrap" style="vertical-align:top;">Add a product classification attribute name that is used while selecting attributes in a program.</td></tr></tbody></table>

## Program Product

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Field</td><td class="slds-cell-wrap" style="vertical-align:top;">Notes</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Active</td><td class="slds-cell-wrap" style="vertical-align:top;">Enable the Active field in the ProgramProduct object, as only active programs are processed.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Status</td><td class="slds-cell-wrap" style="vertical-align:top;">Add a status of the ProgramProduct, which is used to filter records in the Program Details section.</td></tr></tbody></table>

## Benefit

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Field</td><td class="slds-cell-wrap" style="vertical-align:top;">Notes</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Active</td><td class="slds-cell-wrap" style="vertical-align:top;">Enable the Active field in the Benefit object, as only active benefits are processed.</td></tr></tbody></table>

## Program Application Form Template

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Field</td><td class="slds-cell-wrap" style="vertical-align:top;">Notes</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Application Form Template</td><td class="slds-cell-wrap" style="vertical-align:top;">Set the application form template associated with the program.</td></tr></tbody></table>

## Application Form Template

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Field</td><td class="slds-cell-wrap" style="vertical-align:top;">Notes</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Application Type</td><td class="slds-cell-wrap" style="vertical-align:top;">Set the application type to Customer.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">OmniProcess</td><td class="slds-cell-wrap" style="vertical-align:top;">Ensure that the OmniProcess records that you want to launch for the program application enrollment, have the Integration Procedure field set to false. The OmniProcess is associated with the questionnaire for the application form template.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Object Type</td><td class="slds-cell-wrap" style="vertical-align:top;">Set the object type to Program</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Approval Flow Name</td><td class="slds-cell-wrap" style="vertical-align:top;">Add the API name of the flow that you want to trigger with the application form template.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Default</td><td class="slds-cell-wrap" style="vertical-align:top;">Ensure that the default field is set to True.</td></tr></tbody></table>