--- schema_version: "1" id: 2a3404ce075e2424562c910374cce6f1ec12a4bbaed4d3d2a7dee1cb52664e51 title: Conv Channel Engagement Summary DMO collection: developer version: current locale: en-us portal_url: https://docs.salesforce.com/developer/current/en-us/data-cloud/data-cloud-dmo-mapping/guides/std_dmos/c360dm-si-convchannelengagementsummarydmo-dmo.md canonical_url: https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-convchannelengagementsummarydmo-dmo.html source_site: developer.salesforce.com content_type: documentation content_hash: 25166fbe40bd1d17b4295531eb2d18ca2aa895c2dbbe9a0e16e825667b8bac69 products: - Data 360 DMO and Mapping Guide - Data 360 Developer Documentation --- # 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](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-casedmo-dmo.md) `Id` field. - **RelatedRecordId** has a FOREIGNKEY relationship with the [Case Proceeding DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-caseproceedingdmo-dmo.md) `Id` field. - **RelatedRecordId** has a FOREIGNKEY relationship with the [Financial Goal DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-financialgoaldmo-dmo.md) `Id` field. - **RelatedRecordId** has a FOREIGNKEY relationship with the [Complaint Participant DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-complaintparticipantdmo-dmo.md) `Id` field. - **RelatedRecordId** has a FOREIGNKEY relationship with the [Individual DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-individualdmo-dmo.md) `Id` field. - **RelatedRecordId** has a FOREIGNKEY relationship with the [Goal Assignment DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-goalassignmentdmo-dmo.md) `Id` field. - **RelatedRecordId** has a FOREIGNKEY relationship with the [Referral DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-referraldmo-dmo.md) `Id` field. - **RelatedRecordId** has a FOREIGNKEY relationship with the [Opportunity DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-opportunitydmo-dmo.md) `Id` field. - **PartnerAccountId** has a FOREIGNKEY relationship with the [Account DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-accountdmo-dmo.md) `Id` field. - **AccountId** has a FOREIGNKEY relationship with the [Account DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-accountdmo-dmo.md) `Id` field. - **RelatedRecordId** has a FOREIGNKEY relationship with the [Benefit Assignment DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-benefitassignmentdmo-dmo.md) `Id` field. - **RelatedRecordId** has a FOREIGNKEY relationship with the [Benefit Assignment Adjustment DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-benefitassignmentadjustmentdmo-dmo.md) `Id` field. - **RelatedRecordId** has a FOREIGNKEY relationship with the [Case Episode DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-caseepisodedmo-dmo.md) `Id` field. - **RelatedRecordId** has a FOREIGNKEY relationship with the [Care Plan DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-careplandmo-dmo.md) `Id` field. - **RelatedRecordId** has a FOREIGNKEY relationship with the [Case Proceeding Result DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-caseproceedingresultdmo-dmo.md) `Id` field. - **RelatedRecordId** has a FOREIGNKEY relationship with the [Case Participant DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-caseparticipantdmo-dmo.md) `Id` field. - **RelatedRecordId** has a FOREIGNKEY relationship with the [Visit DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-visitdmo-dmo.md) `Id` field. - **RelatedRecordId** has a FOREIGNKEY relationship with the [Service Appointment DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-serviceappointmentdmo-dmo.md) `Id` field. ## Fields - [AccountId](#accountid) - [cdp_sys_record_currency](#cdp_sys_record_currency) - [ChannelEngagementId](#channelengagementid) - [ConfidentialityType](#confidentialitytype) - [CreatedDateTime](#createddatetime) - [DataSourceId](#datasourceid) - [DataSourceObjectId](#datasourceobjectid) - [Id](#id) - [InteractionPurpose](#interactionpurpose) - [InternalOrganizationId](#internalorganizationid) - [KQ_AccountId](#kq_accountid) - [KQ_Id](#kq_id) - [KQ_PartnerAccountId](#kq_partneraccountid) - [KQ_RelatedRecordId](#kq_relatedrecordid) - [MeetingNotes](#meetingnotes) - [MeetingNotesStatus](#meetingnotesstatus) - [Name](#name) - [NextSteps](#nextsteps) - [OfferingType](#offeringtype) - [PartnerAccountId](#partneraccountid) - [RelatedRecordId](#relatedrecordid) - [RelatedRecordObject](#relatedrecordobject) - [Status](#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.