Conv Channel Engagement Summary DMO

Object Properties

Object API Name: ssot__ConvChannelEngagementSummary__dlm
Category: Unassigned
Availability: Available in 254 and later versions
Primary Key Field: Id

Relationships

• RelatedRecordId has a FOREIGNKEY relationship with the Case DMO Id field.
• RelatedRecordId has a FOREIGNKEY relationship with the Case Proceeding DMO Id field.
• RelatedRecordId has a FOREIGNKEY relationship with the Financial Goal DMO Id field.
• RelatedRecordId has a FOREIGNKEY relationship with the Complaint Participant DMO Id field.
• RelatedRecordId has a FOREIGNKEY relationship with the Individual DMO Id field.
• RelatedRecordId has a FOREIGNKEY relationship with the Goal Assignment DMO Id field.
• RelatedRecordId has a FOREIGNKEY relationship with the Referral DMO Id field.
• RelatedRecordId has a FOREIGNKEY relationship with the Opportunity DMO Id field.
• PartnerAccountId has a FOREIGNKEY relationship with the Account DMO Id field.
• AccountId has a FOREIGNKEY relationship with the Account DMO Id field.
• RelatedRecordId has a FOREIGNKEY relationship with the Benefit Assignment DMO Id field.
• RelatedRecordId has a FOREIGNKEY relationship with the Benefit Assignment Adjustment DMO Id field.
• RelatedRecordId has a FOREIGNKEY relationship with the Case Episode DMO Id field.
• RelatedRecordId has a FOREIGNKEY relationship with the Care Plan DMO Id field.
• RelatedRecordId has a FOREIGNKEY relationship with the Case Proceeding Result DMO Id field.
• RelatedRecordId has a FOREIGNKEY relationship with the Case Participant DMO Id field.
• RelatedRecordId has a FOREIGNKEY relationship with the Visit DMO Id field.
• RelatedRecordId has a FOREIGNKEY relationship with the Service Appointment DMO Id field.

Fields

• AccountId
• cdp_sys_record_currency
• ChannelEngagementId
• ConfidentialityType
• CreatedDateTime
• DataSourceId
• DataSourceObjectId
• Id
• InteractionPurpose
• InternalOrganizationId
• KQ_AccountId
• KQ_Id
• KQ_PartnerAccountId
• KQ_RelatedRecordId
• MeetingNotes
• MeetingNotesStatus
• Name
• NextSteps
• OfferingType
• PartnerAccountId
• RelatedRecordId
• RelatedRecordObject
• Status

AccountId

• Field API Name: ssot__AccountId__c
• Data Type: TEXT
• Description: The ID of the account related to the customer who attended the client interaction.

cdp_sys_record_currency

• Field API Name: ssot__cdp_sys_record_currency__c
• Data Type: TEXT
• Description: System-generated metadata field that stores a 3-letter ISO currency code.

ChannelEngagementId

• Field API Name: ssot__ChannelEngagementId__c
• Data Type: TEXT
• Description: The channel engagement related to the interaction summary.

ConfidentialityType

• Field API Name: ssot__ConfidentialityType__c
• Data Type: TEXT
• Description: The level of confidentiality of the information that's recorded in this interaction summary. Example values include Confidential, Public.

CreatedDateTime

• Field API Name: ssot__CreatedDateTime__c
• Data Type: DATETIME
• Description: The date and time the record was originally created.

DataSourceId

• Field API Name: ssot__DataSourceId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

DataSourceObjectId

• Field API Name: ssot__DataSourceObjectId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

Id

• Field API Name: ssot__Id__c
• Data Type: TEXT
• Description: Required. A unique, system-generated identifier for this ConvChannelEngagementSummary record. Maximum size is 15 characters.

InteractionPurpose

• Field API Name: ssot__InteractionPurpose__c
• Data Type: TEXT
• Description: The purpose of the client interaction. Example values include Deal Execution, Meet and Greet, Quarterly Check-In.

InternalOrganizationId

• Field API Name: ssot__InternalOrganizationId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

KQ_AccountId

• Field API Name: KQ_AccountId__c
• Data Type: TEXT
• Description: Key Qualifier system field for AccountId

KQ_Id

• Field API Name: KQ_Id__c
• Data Type: TEXT
• Description: Key Qualifier system field for Id

KQ_PartnerAccountId

• Field API Name: KQ_PartnerAccountId__c
• Data Type: TEXT
• Description: Key Qualifier system field for PartnerAccountId

KQ_RelatedRecordId

• Field API Name: KQ_RelatedRecordId__c
• Data Type: TEXT
• Description: Key Qualifier system field for RelatedRecordId

MeetingNotes

• Field API Name: ssot__MeetingNotes__c
• Data Type: TEXT
• Description: The detailed record of what transpired during the client interaction.

MeetingNotesStatus

• Field API Name: ssot__MeetingNotesStatus__c
• Data Type: TEXT
• Description: The status of the meeting notes. Eg- Draft, Submitted, Approved, Published.

Name

• Field API Name: ssot__Name__c
• Data Type: TEXT
• Description: The title of the engagement summary, capturing the summary of the interaction.

NextSteps

• Field API Name: ssot__NextSteps__c
• Data Type: TEXT
• Description: The next steps that were decided during the interaction.

OfferingType

• Field API Name: ssot__OfferingType__c
• Data Type: TEXT
• Description: Alphanumeric string representing the offering type.

PartnerAccountId

• Field API Name: ssot__PartnerAccountId__c
• Data Type: TEXT
• Description: The ID of the account related to the partner who attended the client interaction.

RelatedRecordId

• Field API Name: ssot__RelatedRecordId__c
• Data Type: TEXT
• Description: The name of the record such as an opportunity associated with a client interaction.

RelatedRecordObject

• Field API Name: ssot__RelatedRecordObject__c
• Data Type: TEXT
• Description: The related record's object associated with a client interaction.

Status

• Field API Name: ssot__Status__c
• Data Type: TEXT
• Description: The status of the interaction summary. Example values include Draft, Published.