Referral DMO

Object Properties

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

Relationships

• CurrentPromotionStageId has a FOREIGNKEY relationship with the Promotion Stage DMO Id field.
• ProductId has a FOREIGNKEY relationship with the Product DMO Id field.
• ProductCategoryId has a FOREIGNKEY relationship with the Product Category DMO Id field.
• ReferredPartyId has a FOREIGNKEY relationship with the Account Contact DMO Id field.
• PromotionId has a FOREIGNKEY relationship with the Promotion DMO Id field.
• ReferredPartyId has a FOREIGNKEY relationship with the Account DMO Id field.
• ProviderId has a FOREIGNKEY relationship with the Account Contact DMO Id field.
• ProgramId has a FOREIGNKEY relationship with the Program DMO Id field.
• OutboundSourceId has a FOREIGNKEY relationship with the Case DMO Id field.
• OutboundSourceId has a FOREIGNKEY relationship with the Benefit Assignment DMO Id field.
• ClientId has a FOREIGNKEY relationship with the Account DMO Id field.
• CaseId has a FOREIGNKEY relationship with the Case DMO Id field.
• ReferrerId has a FOREIGNKEY relationship with the Account DMO Id field.
• ReferrerId has a FOREIGNKEY relationship with the Account Contact DMO Id field.
• ProviderId has a FOREIGNKEY relationship with the Account DMO Id field.
• OutboundSourceId has a FOREIGNKEY relationship with the Referral DMO Id field.
• ProviderFacilityReferenceId has a FOREIGNKEY relationship with the Healthcare Provider Facility Specialty DMO Id field.
• ProviderFacilityReferenceId has a FOREIGNKEY relationship with the Healthcare Practitioner Facility DMO Id field.
• OpportunityId has a FOREIGNKEY relationship with the Opportunity DMO Id field.

Fields

• AuthorizationStatus
• CaseId
• cdp_sys_record_currency
• ClientBusinessName
• ClientEmailAddress
• ClientId
• ClientName
• ClientPhoneNumber
• Comments
• CreatedDate
• CurrentPromotionStageId
• DataSourceId
• DataSourceObjectId
• Description
• EstimatedReferralValueCrcy
• Id
• InternalOrganizationId
• IsBusinessReferral
• IsSelfReferred
• KQ_CaseId
• KQ_ClientId
• KQ_CurrentPromotionStageId
• KQ_Id
• KQ_OpportunityId
• KQ_OutboundSourceId
• KQ_ProductCategoryId
• KQ_ProductId
• KQ_ProgramId
• KQ_PromotionId
• KQ_ProviderFacilityReferenceId
• KQ_ProviderId
• KQ_ReferredPartyId
• KQ_ReferrerId
• Name
• OpportunityId
• OutboundSourceId
• ProductCategoryId
• ProductId
• ProgramId
• PromotionId
• ProviderEmailAddress
• ProviderFacilityReferenceId
• ProviderFacilityReferenceObject
• ProviderId
• ProviderName
• ProviderOrgName
• ProviderPhoneNumber
• ReferralCategory
• ReferralDate
• ReferralPriority
• ReferralResultCategory
• ReferralScoreNbr
• ReferralSource
• ReferralStatus
• ReferralType
• ReferredPartyId
• ReferrerEmailAddress
• ReferrerId
• ReferrerName
• ReferrerOrgName
• ReferrerPhoneNumber
• Result
• SourceOrgIdentifier
• SourceReferralIdentifier
• Title
• UsageType

AuthorizationStatus

• Field API Name: ssot__AuthorizationStatus__c
• Data Type: TEXT
• Description: Specifies whether the referral is authorized or not.

CaseId

• Field API Name: ssot__CaseId__c
• Data Type: TEXT
• Description: The case associated with the referral.

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.

ClientBusinessName

• Field API Name: ssot__ClientBusinessName__c
• Data Type: TEXT
• Description: The name of the referred business.

ClientEmailAddress

• Field API Name: ssot__ClientEmailAddress__c
• Data Type: TEXT
• Description: The email address of the referred client.

ClientId

• Field API Name: ssot__ClientId__c
• Data Type: TEXT
• Description: The account associated with the referred client.

ClientName

• Field API Name: ssot__ClientName__c
• Data Type: TEXT
• Description: Name of the referred client.

ClientPhoneNumber

• Field API Name: ssot__ClientPhoneNumber__c
• Data Type: TEXT
• Description: The phone number of the referred client.

Comments

• Field API Name: ssot__Comments__c
• Data Type: TEXT
• Description: Alphanumeric string representing the comments.

CreatedDate

• Field API Name: ssot__CreatedDate__c
• Data Type: DATETIME
• Description: The date and time when this record was created.

CurrentPromotionStageId

• Field API Name: ssot__CurrentPromotionStageId__c
• Data Type: TEXT
• Description: The promotion stage that the referral is currently associated with.

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.

Description

• Field API Name: ssot__Description__c
• Data Type: TEXT
• Description: The description of the referral.

EstimatedReferralValueCrcy

• Field API Name: ssot__EstimatedReferralValueCrcy__c
• Data Type: CURRENCY
• Description: The estimated business value of the referred product, such as target asset under management (AUM), anticipated loan amount, or policy premium.

Id

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

InternalOrganizationId

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

IsBusinessReferral

• Field API Name: ssot__IsBusinessReferral__c
• Data Type: BOOLEAN
• Description: Indicates whether the referral represents a business entity or not.

IsSelfReferred

• Field API Name: ssot__IsSelfReferred__c
• Data Type: TEXT
• Description: Whether the referral is made by the client.

KQ_CaseId

• Field API Name: KQ_CaseId__c
• Data Type: TEXT
• Description: Key Qualifier system field for CaseId

KQ_ClientId

• Field API Name: KQ_ClientId__c
• Data Type: TEXT
• Description: Key Qualifier system field for ClientId

KQ_CurrentPromotionStageId

• Field API Name: KQ_CurrentPromotionStageId__c
• Data Type: TEXT
• Description: Key Qualifier system field for CurrentPromotionStageId

KQ_Id

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

KQ_OpportunityId

• Field API Name: KQ_OpportunityId__c
• Data Type: TEXT
• Description: Key Qualifier system field for OpportunityId

KQ_OutboundSourceId

• Field API Name: KQ_OutboundSourceId__c
• Data Type: TEXT
• Description: Key Qualifier system field for OutboundSourceId

KQ_ProductCategoryId

• Field API Name: KQ_ProductCategoryId__c
• Data Type: TEXT
• Description: Key Qualifier system field for ProductCategoryId

KQ_ProductId

• Field API Name: KQ_ProductId__c
• Data Type: TEXT
• Description: Key Qualifier system field for ProductId

KQ_ProgramId

• Field API Name: KQ_ProgramId__c
• Data Type: TEXT
• Description: Key Qualifier system field for ProgramId

KQ_PromotionId

• Field API Name: KQ_PromotionId__c
• Data Type: TEXT
• Description: Key Qualifier system field for PromotionId

KQ_ProviderFacilityReferenceId

• Field API Name: KQ_ProviderFacilityReferenceId__c
• Data Type: TEXT
• Description: Key Qualifier system field for ProviderFacilityReferenceId

KQ_ProviderId

• Field API Name: KQ_ProviderId__c
• Data Type: TEXT
• Description: Key Qualifier system field for ProviderId

KQ_ReferredPartyId

• Field API Name: KQ_ReferredPartyId__c
• Data Type: TEXT
• Description: Key Qualifier system field for ReferredPartyId

KQ_ReferrerId

• Field API Name: KQ_ReferrerId__c
• Data Type: TEXT
• Description: Key Qualifier system field for ReferrerId

Name

• Field API Name: ssot__Name__c
• Data Type: TEXT
• Description: Name of the referral.

OpportunityId

• Field API Name: ssot__OpportunityId__c
• Data Type: TEXT
• Description: The opportunity associated with the inbound referral.

OutboundSourceId

• Field API Name: ssot__OutboundSourceId__c
• Data Type: TEXT
• Description: The source of the outbound referral.

ProductCategoryId

• Field API Name: ssot__ProductCategoryId__c
• Data Type: TEXT
• Description: The product category associated with the referral.

ProductId

• Field API Name: ssot__ProductId__c
• Data Type: TEXT
• Description: The product associated with the referral.

ProgramId

• Field API Name: ssot__ProgramId__c
• Data Type: TEXT
• Description: The program that's associated with the referral.

PromotionId

• Field API Name: ssot__PromotionId__c
• Data Type: TEXT
• Description: The promotion associated with the referral.

ProviderEmailAddress

• Field API Name: ssot__ProviderEmailAddress__c
• Data Type: TEXT
• Description: The email address of the person or the organization that the client is being referred to.

ProviderFacilityReferenceId

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

ProviderFacilityReferenceObject

• Field API Name: ssot__ProviderFacilityReferenceObject__c
• Data Type: TEXT
• Description: Alphanumeric string representing the provider facility reference object.

ProviderId

• Field API Name: ssot__ProviderId__c
• Data Type: TEXT
• Description: The account or contact associated with the person or the organization that the client is being referred to.

ProviderName

• Field API Name: ssot__ProviderName__c
• Data Type: TEXT
• Description: The name of the person or organization that the client is being referred to.

ProviderOrgName

• Field API Name: ssot__ProviderOrgName__c
• Data Type: TEXT
• Description: The organization the client is being referred to.

ProviderPhoneNumber

• Field API Name: ssot__ProviderPhoneNumber__c
• Data Type: TEXT
• Description: The phone number of the person or the organization that the client is being referred to.

ReferralCategory

• Field API Name: ssot__ReferralCategory__c
• Data Type: TEXT
• Description: The category of the referral.

ReferralDate

• Field API Name: ssot__ReferralDate__c
• Data Type: DATEONLY
• Description: The date on which the referral was received.

ReferralPriority

• Field API Name: ssot__ReferralPriority__c
• Data Type: TEXT
• Description: Indicates the priority of the referral.

ReferralResultCategory

• Field API Name: ssot__ReferralResultCategory__c
• Data Type: TEXT
• Description: The category of the referral result.

ReferralScoreNbr

• Field API Name: ssot__ReferralScoreNbr__c
• Data Type: DOUBLE
• Description: Determines the likelihood of the referral buying the product.

ReferralSource

• Field API Name: ssot__ReferralSource__c
• Data Type: TEXT
• Description: The source of the referral.

ReferralStatus

• Field API Name: ssot__ReferralStatus__c
• Data Type: TEXT
• Description: The status of the referral.

ReferralType

• Field API Name: ssot__ReferralType__c
• Data Type: TEXT
• Description: Specifies whether the referral is inbound or outbound.

ReferredPartyId

• Field API Name: ssot__ReferredPartyId__c
• Data Type: TEXT
• Description: The contact or personal account associated with the referred party.

ReferrerEmailAddress

• Field API Name: ssot__ReferrerEmailAddress__c
• Data Type: TEXT
• Description: The email address of the person or organization that referred the client.

ReferrerId

• Field API Name: ssot__ReferrerId__c
• Data Type: TEXT
• Description: The account or contact associated with the person or organization that referred the client.

ReferrerName

• Field API Name: ssot__ReferrerName__c
• Data Type: TEXT
• Description: The name of the person or organization that referred the client.

ReferrerOrgName

• Field API Name: ssot__ReferrerOrgName__c
• Data Type: TEXT
• Description: The organization that referred the client.

ReferrerPhoneNumber

• Field API Name: ssot__ReferrerPhoneNumber__c
• Data Type: TEXT
• Description: The phone number of the person or the organization that referred the client.

Result

• Field API Name: ssot__Result__c
• Data Type: TEXT
• Description: Alphanumeric string representing the result.

SourceOrgIdentifier

• Field API Name: ssot__SourceOrgIdentifier__c
• Data Type: TEXT
• Description: The unique identifier of the org where the referrer submitted the referral form.

SourceReferralIdentifier

• Field API Name: ssot__SourceReferralIdentifier__c
• Data Type: TEXT
• Description: The unique identifier of the referral record in the source org.

Title

• Field API Name: ssot__Title__c
• Data Type: TEXT
• Description: The title of the referral.

UsageType

• Field API Name: ssot__UsageType__c
• Data Type: TEXT
• Description: The usage of Referral.