--- schema_version: "1" id: a33c2811976676767b6a72d2d7efdd9c0d2a62abc426268d1d86787693efb966 title: cgcloud__Account_Extension__c collection: legacydeveloper version: current locale: en-us portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/retail_api/sforce_api_objects_cgcloud__account_extension__c.md canonical_url: https://developer.salesforce.com/docs/atlas.en-us.retail_api.meta/retail_api/sforce_api_objects_cgcloud__account_extension__c.htm source_site: developer.salesforce.com content_type: documentation content_hash: 550a3902a3070bce1a2777e20404181f9eb156cb38cc23051c0500ad7655c7f8 description: This object records account roles and further product-related attributes. This object is available in API version 54.0 and later. --- # cgcloud\_\_Account\_Extension\_\_c This object records account roles and further product-related attributes. This object is available in API version 54.0 and later. ## Supported Calls create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert() ## Special Access Rules ### Name - **Type**: string - **Properties**: Autonumber, Defaulted on create, Filter, idLookup, Sort - **Description**: Name of this record. ### cgcloud\_\_Account\_Plan\_Type\_\_c - **Type**: picklist - **Properties**: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update - **Description**: Specifies the level of the customer in trade org hierarchies, which is used to aggregate KPIs. - **Possible values**: - Plan ### cgcloud\_\_Account\_\_c - **Type**: reference - **Properties**: Create, Filter, Group, Sort - **Description**: Reference to the customer to whom the Extension record is assigned. This is a relationship field. - **Relationship Name**: cgcloud\_\_Account\_\_r - **Relationship Type**: Master-detail - **Refers To**: Account (the master object) ### cgcloud\_\_Bill\_To\_Role\_Valid\_From\_\_c - **Type**: date - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Date from which the Bill To Role is valid. ### cgcloud\_\_Bill\_To\_Role\_Valid\_Thru\_\_c - **Type**: date - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Date until which the Bill To Role is valid. ### cgcloud\_\_Broker\_Role\_Valid\_From\_\_c - **Type**: date - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Date from which the Broker Role is valid. ### cgcloud\_\_Broker\_Role\_Valid\_Thru\_\_c - **Type**: date - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Date until which the Broker Role is valid. ### cgcloud\_\_Class\_Of\_Trade\_\_c - **Type**: picklist - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Reference to which the account the company segment belongs. - **Possible values**: - CC—C&C Markets - CategorySpecialist - ConvenienceStores - Department - DiscountStores - DrugStores - GasStation - Grocery - Hotel - Hypermarket - Kiosk - Restaurants - SM—Supermarket ### cgcloud\_\_Company\_Type\_\_c - **Type**: picklist - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Defines the type of customer. - **Possible values**: - Consumer - Independent - OnTrade - Payee - Payer - Retailer - ThirdParty - Wholesaler ### cgcloud\_\_Consider\_Modules\_\_c - **Type**: boolean - **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update - **Description**: Indicates whether the account can be used to list module classification. - **Default value**: false ### cgcloud\_\_Customer\_Id\_\_c - **Type**: string - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Reference to the customer to whom the Extension record is assigned. ### cgcloud\_\_Customer\_Role\_Number\_\_c - **Type**: double - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: Defines the role number of the customer. ### cgcloud\_\_Customer\_Role\_Price\_List\_type\_\_c - **Type**: picklist - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Defines the Role Price List type of the customer. - **Possible values**: - Direct Customer - NotRelevant - Wholesaler ### cgcloud\_\_Customer\_Role\_Price\_Type\_\_c - **Type**: picklist - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Defines the customer's Role Price type. - **Possible values**: - NotRelevant - consumer - factory ### cgcloud\_\_Customer\_Role\_Valid\_From\_\_c - **Type**: date - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Date from which the customer role is valid. ### cgcloud\_\_Customer\_Role\_Valid\_Thru\_\_c - **Type**: date - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Date until which the customer role is valid. ### cgcloud\_\_Date\_Closure\_\_c - **Type**: date - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Date on which the company closed. ### cgcloud\_\_Decreasing\_PSI\_\_c - **Type**: boolean - **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update - **Description**: Indicates whether the previously calculated PSI is higher than the last one. - **Default value**: false ### cgcloud\_\_Decreasing\_Revenue\_\_c - **Type**: picklist - **Properties**: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update - **Description**: Defines whether a customer is classified as a decrease revenue customer. - **Possible values**: - No - Yes ### cgcloud\_\_Delivery\_Role\_Modify\_Preset\_Quantity\_\_c - **Type**: picklist - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Specifies the way quantity modifications of preset quantities of delivery documents can be modified. - **Possible values**: - No - Only Decrease - Only Increase - Yes ### cgcloud\_\_Delivery\_Role\_Valid\_From\_\_c - **Type**: date - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Date from which the Delivery Role is valid. ### cgcloud\_\_Delivery\_Role\_Valid\_Thru\_\_c - **Type**: date - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Date until which the Delivery Role is valid. ### cgcloud\_\_Distribution\_Issue\_\_c - **Type**: boolean - **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update - **Description**: Indicates whether the last relevant call (and then the customer) has distribution issues. - **Default value**: false ### cgcloud\_\_ExternalId\_\_c - **Type**: string - **Properties**: Create, Filter, Group, idLookup, Nillable, Sort, Update - **Description**: Unique external ID. ### cgcloud\_\_Fixed\_Overdraw\_\_c - **Type**: percent - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: Fixed-based overdraw allowance percentage. ### cgcloud\_\_Fund\_Role\_Valid\_From\_\_c - **Type**: date - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Date from which the Fund Role is valid. ### cgcloud\_\_Invoice\_Document\_Transaction\_Type\_\_c - **Type**: picklist - **Properties**: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update - **Description**: Specifies how to handle invoice documents regarding payments. This field is available in API version 55.0 and later. - **Possible values**: - CreditMemo - InvoiceCashInvoice - InvoiceCreditInvoice - NoPayment ### cgcloud\_\_Fund\_Role\_Valid\_Thru\_\_c - **Type**: date - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Date until which the Fund Role is valid. ### cgcloud\_\_Last\_PSI\_\_c - **Type**: double - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: Last relevant calculated PSI. ### cgcloud\_\_Last\_Visit\_Date\_\_c - **Type**: date - **Properties**: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update - **Description**: Date on which the last customer call was referenced to calculate the KPI. ### cgcloud\_\_Match\_Code\_\_c - **Type**: textarea - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Matchcode of the business partner. It is usually a concatenation of several encoded account attributes, such as name, state, and city. For example, KROGER.GA.ATL. ### cgcloud\_\_OOS\_Issue\_\_c - **Type**: boolean - **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update - **Description**: Indicates whether the last relevant call (and then the customer) has Out Of Stock (OOS) issues. - **Default value**: false ### cgcloud\_\_Order\_Document\_Transaction\_Type\_\_c - **Type**: picklist - **Properties**: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update - **Description**: Mode to handle orders. Specifies payment type and defines detailed behavior of a delivery document. This field is available in API version 55.0 and later. - **Possible values**: - CashOrder - CreditOrder - NoPaymentOrder - VanSalesCashInvoice - VanSalesNoPaymentInvoice ### cgcloud\_\_Order\_Role\_Order\_Template\_Blocked\_\_c - **Type**: picklist - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Set a value to control the customer's use of the temporary order template. - **Possible values**: - 0—No - 1—Yes - 2—Warning ### cgcloud\_\_Order\_Role\_Orderer\_Type\_\_c - **Type**: picklist - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Type of the ordering business partner. - **Possible values**: - Direct - Indirect - Replenishment ### cgcloud\_\_Order\_Role\_Valid\_From\_\_c - **Type**: date - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Date from which the Order Role is valid. ### cgcloud\_\_Order\_Role\_Valid\_Thru\_\_c - **Type**: date - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Date until which the Order Role is valid. ### cgcloud\_\_Org\_Level\_\_c - **Type**: picklist - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Classification of the customer organization level. - **Possible values**: - CustLevel01—Customer Level 1 - CustLevel02—Customer Level 2 - CustLevel03—Customer Level 3 - CustLevel04—Customer Level 4 - CustLevel05—Customer Level 5 - CustLevel06—Customer Level 6 - CustLevel07—Customer Level 7 ### cgcloud\_\_Payer\_Role\_Credit\_Block\_\_c - **Type**: boolean - **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update - **Description**: Indicates whether the customer is credit blocked. - **Default value**: false ### cgcloud\_\_Payer\_Role\_Credit\_Rating\_\_c - **Type**: picklist - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Specifies the credit rating of the customer. - **Possible values**: - A - B - C ### cgcloud\_\_Payer\_Role\_Document\_Transaction\_Type\_\_c - **Type**: picklist - **Properties**: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update - **Description**: Mode to handle orders. Specifies payment type and defines detailed behavior of a delivery document. - **Possible values**: - CashInvoice—Delivery Cash Invoice - CreditInvoice—Delivery Credit Invoice - NonValuatedDeliveryNote—Non Valuated Delivery Note - ValuatedDeliveryNote—Valuated Delivery Note ### cgcloud\_\_Payer\_Role\_Overall\_Credit\_Limit\_\_c - **Type**: double - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: Specifies the overall credit limit of the customer. ### cgcloud\_\_Payer\_Role\_Valid\_From\_\_c - **Type**: date - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Date from which the Payer Role is valid. ### cgcloud\_\_Payer\_Role\_Valid\_Thru\_\_c - **Type**: date - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The date until when the Payer Role is valid. ### cgcloud\_\_Payment\_Mode\_\_c - **Type**: picklist - **Properties**: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update - **Description**: Preferred payment mode used when taking a payment during order taking. This field is available in API version 55.0 and later. - **Possible values**: - Cash - Check - CreditCard - DebitCard - MoneyOrder ### cgcloud\_\_Phase\_\_c - **Type**: picklist - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: System in which the record is stored. - **Possible values**: - 1—Priority ERP - 2—Priority CRM - 3—Only CRM ### cgcloud\_\_Pricing\_Type\_\_c - **Type**: picklist - **Properties**: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update - **Description**: Determines the pricing type of the customer. - **Default value**: 1 - **Possible values**: - 1—Standard - 2—Standard incl. Sales Tax - C—Sample/Donation ### cgcloud\_\_Priority\_\_c - **Type**: picklist - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Classification of a company. - **Possible values**: - A - Priority - B - Priority - C - Priority ### cgcloud\_\_Promotion\_Valid\_From\_\_c - **Type**: date - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Date from which the Promotion Role is valid. ### cgcloud\_\_Promotion\_Valid\_Thru\_\_c - **Type**: date - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Date until which the Promotion Role is valid. ### cgcloud\_\_RBF\_Overdraw\_\_c - **Type**: percent - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: Rate Based Funding overdraw allowance percentage. ### cgcloud\_\_Record\_Link\_\_c - **Type**: string - **Properties**: Filter, Nillable, Sort - **Description**: Link to the detail page of the CustomerExtension record. This is a calculated field. - **Formula**: HYPERLINK("/" &Id, $Label.cgcloud\_\_record\_link, "\_top") ### cgcloud\_\_Sales\_Org\_\_c - **Type**: string - **Properties**: Filter, Nillable, Sort - **Description**: Sales organization to which the customer extension belongs. This is a calculated field. - **Formula**: cgcloud\_\_Account\_\_r.cgcloud\_\_Sales\_Org\_\_c ### cgcloud\_\_Sales\_Organization\_\_c - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Optimize the reading process of account filters in the Trade Calendar and Account Plan. This is a relationship field. - **Relationship Name**: cgcloud\_\_Sales\_Organization\_\_r - **Relationship Type**: Lookup - **Refers To**: cgcloud\_\_Sales\_Organization\_\_c ### cgcloud\_\_Sales\_Relevant\_\_c - **Type**: boolean - **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update - **Description**: Indicates whether the account can be used for sales activities. - **Default value**: false ### cgcloud\_\_State\_\_c - **Type**: picklist - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Status of the account. Business partner roles can be used to control the status of the account. - **Possible values**: - 010—Active - 090—Prepared for Deletion ### cgcloud\_\_Store\_Role\_Valid\_From\_\_c - **Type**: date - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Date from which the Store Role is valid. ### cgcloud\_\_Store\_Role\_Valid\_Thru\_\_c - **Type**: date - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Date until which the Store Role is valid. ### cgcloud\_\_Tax\_Jurisdiction\_Code\_\_c - **Type**: string - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Jurisdiction code of location at which taxes are to be paid. ### cgcloud\_\_Transfer\_Record\_Identifier\_\_c - **Type**: string - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Identifies the anchor customer for the promotion transfer process. ### cgcloud\_\_Transfer\_Record\_Identifier\_Unique\_\_c - **Type**: string - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: A unique identifier that contains a combination of transfer record identifier and sales org values. ### cgcloud\_\_Week\_Day\_Share\_Profile\_\_c - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Lookup to the Week Day Share Profile that's utilized for calculations for the referenced account. This is a relationship field. - **Relationship Name**: cgcloud\_\_Week\_Day\_Share\_Profile\_\_r - **Relationship Type**: Lookup - **Refers To**: cgcloud\_\_Week\_Day\_Share\_Profile\_\_c ## Associated Objects ### Associated Objects This object has these associated objects. If the API version isn’t specified, they are available in the same API versions as this object. Otherwise, they are available in the specified API version and later. - **[cgcloud\_\_Account\_Extension\_\_cChangeEvent](https://developer.salesforce.com/docs/atlas.en-us.retail_api.meta/retail_api/sforce_api_associated_objects_change_event.htm "A ChangeEvent object is available for each object that supports Change Data Capture. You can subscribe to a stream of change events using Change Data Capture to receive data tied to record changes in Salesforce. Changes include record creation, updates to an existing record, deletion of a record, and undeletion of a record. A change event isn’t a Salesforce object—it doesn’t support CRUD operations or queries. It’s included in the object reference so you can discover which Salesforce objects support change events.")**: Change events are available for the object. - **[cgcloud\_\_Account\_Extension\_\_cFeed](https://developer.salesforce.com/docs/atlas.en-us.retail_api.meta/retail_api/sforce_api_associated_objects_feed.htm "StandardObjectNameFeed is the model for all feed objects associated with standard objects. These objects represent the posts and feed-tracked changes of a standard object.")**: Feed tracking is available for the object. - **[cgcloud\_\_Account\_Extension\_\_cHistory](https://developer.salesforce.com/docs/atlas.en-us.retail_api.meta/retail_api/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 the tracked fields of the object. - **[cgcloud\_\_Account\_Extension\_\_cOwnerSharingRule](https://developer.salesforce.com/docs/atlas.en-us.retail_api.meta/retail_api/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. - **[cgcloud\_\_Account\_Extension\_\_cShare](https://developer.salesforce.com/docs/atlas.en-us.retail_api.meta/retail_api/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.