BranchUnitCustomer

Represents a customer account that is assigned to or attributed to a branch unit. This object is available in API version 5`.0 and later.

Supported Calls

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

Fields

AccountId

  • Type: reference
  • Properties: Create, Filter, Group, Sort
  • Description: The ID of a customer account associated with the branch.

AssociationLevel

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Indicates the branch's level of responsibility for managing the customer account.
  • Default value: Primary
  • Possible values:
    • Primary
    • Secondary

BranchUnitId

  • Type: reference
  • Properties: Create, Filter, Group, Sort
  • Description: The branch that is handling the associated customer account.

LastInteractionDate

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The date when the customer account was associated with the branch.

LastReferencedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The most recent date when a user referenced this record.

LastViewedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The most recent date when a user viewed this record.

Name

  • Type: string
  • Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
  • Description: The name of the branch unit customer relationship.

Associated Objects

This object has the following associated objects. Unless noted, they are available in the same API version as this object.

BranchUnitCustomerChangeEvent
Change events are available for the object.
BranchUnitCustomerFeed
Feed tracking is available for the object.
BranchUnitCustomerHistory
History is available for tracked fields of the object.