---
schema_version: "1"
id: 25c7399ee3c1d46b4957c63b102e22bdf0723cf36f7849b67411a360c07ad327
title: Surcharge
collection: legacydeveloper
version: current
locale: en-us
portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/financial_services_cloud_object_reference/sforce_api_objects_surcharge.md
canonical_url: https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_objects_surcharge.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: b79557809a1508e8c314d8d5f73ee400554181a1928ccb15667780a81abbd636
description: Represents the details about a surcharge calculation. This object is available in API version 63.0 and later.
---
# Surcharge

Represents the details about a surcharge calculation. This object is available in API version 63.0 and later.

## Supported Calls

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

## Fields

### Amount

- **Type**: currency
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: The surcharge as a flat amount.

### CalculationType

- **Type**: picklist
- **Properties**: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- **Description**: The type of calculation or process used to determine the surcharge.
- **Possible values**:
    - Amount
    - Expression Set
    - Percentage

### Code

- **Type**: string
- **Properties**: Create, Filter, Group, Nillable, Sort
- **Description**: The unique string that represents the surcharge.
    
    Available in API version 66.0 and later.

### Description

- **Type**: string
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: The description of the surcharge.

### EffectiveFromDate

- **Type**: date
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: The date when the surcharge becomes active.

### EffectiveToDate

- **Type**: date
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: The date when the surcharge becomes inactive.

### IsActive

- **Type**: boolean
- **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update
- **Description**: Indicates whether the surcharge is active (true) or not (false).
- **Default value**: false

### LastReferencedDate

- **Type**: dateTime
- **Properties**: Filter, Nillable, Sort
- **Description**: The timestamp for when the current user last viewed a record related to this record.

### LastViewedDate

- **Type**: dateTime
- **Properties**: Filter, Nillable, Sort
- **Description**: The timestamp for when the current user last viewed this record. If this value is null, it’s possible that this record was referenced (LastReferencedDate) and not viewed.

### Name

- **Type**: string
- **Properties**: Create, Filter, Group, idLookup, Sort, Update
- **Description**: The name of the surcharge.

### OwnerId

- **Type**: reference
- **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update
- **Description**: The ID of the owner of this record.
    
    This field is a polymorphic relationship field.
- **Relationship Name**: Owner
- **Refers To**: Group, User

### ProcedureId

- **Type**: reference
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: The name of the expression set or integration procedure that's used to calculate the surcharge.
    
    This field is a relationship field.
- **Relationship Name**: Procedure
- **Refers To**: ExpressionSet

### Rate

- **Type**: percent
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: The surcharge amount as a percentage.

### SurchargeType

- **Type**: picklist
- **Properties**: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- **Description**: The type of the surcharge.
- **Possible values**:
    - Fee —Available in API version 66.0 and later.
    - Tax

## Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

[SurchargeHistory](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_history.htm "StandardObjectNameHistory is the model for all history objects associated with standard objects. These objects represent the history of changes to the values in the fields of a standard object.")

History is available for tracked fields of the object in API version 64.0 and later.

[SurchargeOwnerSharingRule](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_ownersharingrule.htm "StandardObjectNameOwnerSharingRule is the model for all owner sharing rule objects associated with standard objects. These objects represent a rule for sharing a standard object with users other than the owner.")

Sharing rules are available for the object in API version 64.0 and later.

[SurchargeShare](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_share.htm "StandardObjectNameShare is the model for all share objects associated with standard objects. These objects represent a sharing entry on the standard object.")

Sharing is available for the object in API version 64.0 and later.