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cgcloud__Fund__c

A fund is the amount of money that's given to an employee for a special reason during a specific business period. This money is used to pay special activities such as promotion campaigns. 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()

Fields

LastReferencedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: Most recent date on which a user referenced this record.

LastViewedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: Most recent date on which a user viewed this record.

Name

  • Type: string
  • Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
  • Description: Unique identification of the record.

OwnerId

  • Type: reference
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: ID of the record owner.

    This is a polymorphic relationship field.

  • Relationship Name: Owner
  • Relationship Type: Lookup
  • Refers To: Group, User

RecordTypeId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Represents the record type of the record.

    This is a relationship field.

  • Relationship Name: RecordType
  • Relationship Type: Lookup
  • Refers To: RecordType

cgcloud__Actual_RBF__c

  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Total Actual Rate Based Funding (RBF) that's calculated from Fund Grid.

cgcloud__Amount__c

  • Type: double
  • Properties: Filter, Nillable, Sort
  • Description: Fund Amount - Sum of all Transaction.Amount from Transaction_Row (where Transaction_Row.Target_Fund = #Fund#).

    This is a calculated field.

cgcloud__Anchor_Account__c

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Reference to an account.

    This is a relationship field.

  • Relationship Name: cgcloud__Anchor_Account__r
  • Relationship Type: Lookup
  • Refers To: Account

cgcloud__Anchor_Product__c

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Reference to Product.

    This is a relationship field.

  • Relationship Name: cgcloud__Anchor_Product__r
  • Relationship Type: Lookup
  • Refers To: Product2

cgcloud__Available_to_Plan__c

  • Type: double
  • Properties: Filter, Nillable, Sort
  • Description: Represents the sum of the Pending Budget amount minus the Spending (Pending) amount.

    This is a calculated field.

  • Formula: 
    cgcloud__Pending_Budget__c  +  cgcloud__Current_Budget__c

cgcloud__Commitments_Total__c

  • Type: double
  • Properties: Filter, Nillable, Sort
  • Description: Sum of Spending Committed and LE Spend Pending.

    This is a calculated field.

  • Formula: 
    cgcloud__Spending_Committed__c +  cgcloud__LE_Spend_Pending__c

cgcloud__Currency__c

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: Fund currency.
  • Possible values:
    • CAD
    • CHF
    • EUR
    • GBP
    • JPY
    • NOK
    • RUB
    • USD

cgcloud__Current_Balance__c

  • Type: double
  • Properties: Filter, Nillable, Sort
  • Description: Represents the sum of the Credit/Debit Balance (Approved) amount and the Actual RBF amount

    This is a calculated field.

  • Formula: 
    cgcloud__Total_Credits_Approved_Earned__c  -  cgcloud__Total_Debits_Approved__c

cgcloud__Current_Budget__c

  • Type: double
  • Properties: Filter, Nillable, Sort
  • Description: Represents the sum of the Current Balance amount and the Actual RBF amount.

    This is a calculated field.

  • Formula: 
    cgcloud__Current_Balance__c  -  cgcloud__Spending_Committed__c

cgcloud__Deposits_Approved__c

  • Type: double
  • Properties: Filter, Nillable, Sort
  • Description: This field rolls up Fund transaction Rows in which the transaction type is Deposit.

    This is a calculated field.

cgcloud__Deposits_Pending__c

  • Type: double
  • Properties: Create, Defaulted on create, Filter, Nillable, Sort, Update
  • Description: This field rolls up pending fund transactions (in which Target funds are credited) and sums up the approved amount of Deposits.

cgcloud__Deposits_Total__c

  • Type: double
  • Properties: Filter, Nillable, Sort
  • Description: Sum of Approved Deposits and Pending Deposits.

    This is a calculated field.

  • Formula: 
    cgcloud__Deposits_Approved__c +  cgcloud__Deposits_Pending__c

cgcloud__Description_Language_1__c

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Stores the description of language 1.

cgcloud__Description_Language_2__c

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Stores the description of language 2.

cgcloud__Description_Language_3__c

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Stores the description of language 3.

cgcloud__Description_Language_4__c

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Stores the description of language 4.

cgcloud__Description__c

  • Type: string
  • Properties: Filter, Nillable, Sort
  • Description: Description.

    This is a calculated field.

  • Formula: 
    CASE($User.cgcloud__Language_Postfix__c,
"Language1", cgcloud__Description_Language_1__c,
"Language2", BLANKVALUE(cgcloud__Description_Language_2__c,cgcloud__Description_Language_1__c),
"Language3", BLANKVALUE(cgcloud__Description_Language_3__c,cgcloud__Description_Language_1__c),
"Language4", BLANKVALUE(cgcloud__Description_Language_4__c,cgcloud__Description_Language_1__c),
cgcloud__Description_Language_1__c)

cgcloud__External_Id__c

  • Type: string
  • Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
  • Description: External ID that's used to maintain unique fund records during data loads.

cgcloud__Fixed_Based_Overdraw__c

  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: This field is used to make this calculation: Deposits (Approved) * (Fixed-Based Overdraw Allowance/100).

cgcloud__Fund_Template_Description__c

  • Type: string
  • Properties: Filter, Nillable, Sort
  • Description: Stores the description of the selected fund template.

    This is a calculated field.

  • Formula: 
    cgcloud__Fund_Template__r.cgcloud__Description__c

cgcloud__Fund_Template__c

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Reference to the fund template.

    This is a relationship field.

  • Relationship Name: cgcloud__Fund_Template__r
  • Relationship Type: Lookup
  • Refers To: cgcloud__Fund_Template__c

cgcloud__Invoice_Based_Costs__c

  • Type: double
  • Properties: Filter, Nillable, Sort
  • Description: Sum of Tactic_Fund.OI_Costs_c of records whose Phase is Committed.

    This is a calculated field.

cgcloud__LE_RBF__c

  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Total LE RBF that's calculated from Fund Grid.

cgcloud__LE_Revenue__c

  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Total LE Revenue that's calculated from Fund Grid.

cgcloud__LE_Spend_Approved__c

  • Type: double
  • Properties: Filter, Nillable, Sort
  • Description: Sum of Tactic_Fund.LE_Spend__c of records whose Phase is Committed.

    This is a calculated field.

cgcloud__LE_Spend_Pending__c

  • Type: double
  • Properties: Filter, Nillable, Sort
  • Description: Sum of Tactic_Fund.LE_Spend__c of records whose Phase isn't Committed or Cancelled.

    This is a calculated field.

cgcloud__LE_Spend_Total__c

  • Type: double
  • Properties: Filter, Nillable, Sort
  • Description: Sum of spend approved and spend pending.

    This is a calculated field.

  • Formula: 
    cgcloud__LE_Spend_Approved__c + cgcloud__LE_Spend_Pending__c

cgcloud__LE_Volume__c

  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Total LE Volume that's calculated from Fund Grid.

cgcloud__Liabilities_Accrued__c

  • Type: double
  • Properties: Filter, Nillable, Sort
  • Description: Sum of Tactic_Fund.Liabilities__c of records whose Phase is Committed.

    This is a calculated field.

cgcloud__Liabilities_Unpaid__c

  • Type: double
  • Properties: Filter, Nillable, Sort
  • Description: Liabilities_Accrued__c minus Payments_Approved__c.

    This is a calculated field.

  • Formula: 
    cgcloud__Liabilities_Accrued__c - cgcloud__Payments_Approved__c

cgcloud__Payments_Approved__c

  • Type: double
  • Properties: Filter, Nillable, Sort
  • Description: Sum of all Payment_Tactic_Fund.Amount from Payment_Tactic_Fund (where Payment_Tactic_Fund.Payment_Status = Closed).

    This is a calculated field.

cgcloud__Payments_Pending__c

  • Type: double
  • Properties: Filter, Nillable, Sort
  • Description: Sum of all Payment_Tactic_Fund.Amount from Payment_Tactic_Fund (where Payment_Tactic_Fund.Payment_Status <> Closed).

    This is a calculated field.

cgcloud__Payments_Total__c

  • Type: double
  • Properties: Filter, Nillable, Sort
  • Description: Sum of approved payments and pending payments.

    This is a calculated field.

  • Formula: 
    cgcloud__Payments_Approved__c +  cgcloud__Payments_Pending__c

cgcloud__Payouts_Approved__c

  • Type: double
  • Properties: Filter, Nillable, Sort
  • Description: Sum of the Payments (Approved) amount and the Invoice Based Costs amount.

    This is a calculated field.

  • Formula: 
    cgcloud__Payments_Approved__c + cgcloud__Invoice_Based_Costs__c

cgcloud__Pending_Balance__c

  • Type: double
  • Properties: Filter, Nillable, Sort
  • Description: Represents the sum of the Credit/Debit Balance (Pending) amount and the LE RBF amount.

    This is a calculated field.

  • Formula: 
    cgcloud__Total_Credits_Pending_Estimated__c  -  cgcloud__Total_Debits_Pending__c

cgcloud__Pending_Budget__c

  • Type: double
  • Properties: Filter, Nillable, Sort
  • Description: Represents the sum of the Pending Balance amount and the Remaining RBF amount.

    This is a calculated field.

  • Formula: 
    cgcloud__Pending_Balance__c  -  cgcloud__LE_Spend_Pending__c

cgcloud__Product_Count__c

  • Type: double
  • Properties: Filter, Nillable, Sort
  • Description: Usage in validation rule for one or more products in the related list when locking the fund.

    This is a calculated field.

cgcloud__RBF_Based_Overdraw__c

  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: This field is to calculate: RBF (Remaining) * (RBF-Based Overdraw Allowance/ 100).

cgcloud__Remaining_RBF__c

  • Type: double
  • Properties: Filter, Nillable, Sort
  • Description: Difference of LE RBF and Actual RBF.

    This is a calculated field.

  • Formula: 
    cgcloud__LE_RBF__c  -  cgcloud__Actual_RBF__c

cgcloud__Sales_Org__c

  • Type: string
  • Properties: Filter, Nillable, Sort
  • Description: Sales org of the fund.

    This is a calculated field.

  • Formula: 
    TEXT( cgcloud__Fund_Template__r.cgcloud__Sales_Org__c )

cgcloud__Spending_Committed__c

  • Type: double
  • Properties: Filter, Nillable, Sort
  • Description: Sum of Tactic_Fund.LE_Spend__c of records whose Phase is Committed minus the sum of Payment_Tactic_Funds.Payment_Status__c of records whose Payments_Status__c is Closed.

    This is a calculated field.

  • Formula: 
    cgcloud__LE_Spend_Approved__c - cgcloud__Payouts_Approved__c

cgcloud__Status__c

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
  • Description: Determines the status of the fund.
  • Default value: Active
  • Possible values:
    • Active
    • Closed
    • Initial
    • On Hold

cgcloud__Total_Available_Overdraw__c

  • Type: double
  • Properties: Filter, Nillable, Sort
  • Description: This field is calculate: Fixed-Based Overdraw + RBF-Based Overdraw.

    This is a calculated field.

  • Formula: 
    cgcloud__Fixed_Based_Overdraw__c  +  cgcloud__RBF_Based_Overdraw__c

cgcloud__Total_Balance__c

  • Type: double
  • Properties: Filter, Nillable, Sort
  • Description: Sum of the current balance and pending balance.

    This is a calculated field.

  • Formula: 
    cgcloud__Current_Balance__c +  cgcloud__Pending_Balance__c

cgcloud__Total_Budget__c

  • Type: double
  • Properties: Filter, Nillable, Sort
  • Description: Sum of the current budget and pending budget.

    This is a calculated field.

  • Formula: 
    cgcloud__Current_Budget__c +  cgcloud__Pending_Budget__c

cgcloud__Total_Credits_Approved_Earned__c

  • Type: double
  • Properties: Filter, Nillable, Sort
  • Description: Represents the sum of the Deposits (Approved) amount and the Actual RBF amount.

    This is a calculated field.

  • Formula: 
    cgcloud__Deposits_Approved__c + cgcloud__Actual_RBF__c

cgcloud__Total_Credits_Pending_Estimated__c

  • Type: double
  • Properties: Filter, Nillable, Sort
  • Description: Represents the sum of the Deposits (Pending) amount and the LE RBF amount.

    This is a calculated field.

  • Formula: 
    cgcloud__Deposits_Pending__c +  cgcloud__Remaining_RBF__c

cgcloud__Total_Debits_Approved__c

  • Type: double
  • Properties: Filter, Nillable, Sort
  • Description: Represents the sum of the Withdraws/Payments (Approved) amount and the Invoice Based Costs amount.

    This is a calculated field.

  • Formula: 
    cgcloud__Withdraws_Payments_Approved__c + cgcloud__Invoice_Based_Costs__c

cgcloud__Total_Debits_Pending__c

  • Type: double
  • Properties: Filter, Nillable, Sort
  • Description: Represents the sum of the Withdraws/Payments (Pending) amount and the Invoice-Based Costs amount.

    This is a calculated field.

  • Formula: 
    cgcloud__Withdraws_Pending__c  +  cgcloud__Payments_Pending__c

cgcloud__Valid_From__c

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Date from which the fund is valid.

cgcloud__Valid_Thru__c

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Date until which the fund is valid.

cgcloud__Withdraws_Approved__c

  • Type: double
  • Properties: Filter, Nillable, Sort
  • Description: This field rolls up Fund transaction Rows for which transaction type is Withdraws.

    This is a calculated field.

cgcloud__Withdraws_Payments_Approved__c

  • Type: double
  • Properties: Filter, Nillable, Sort
  • Description: Represents the sum of the Withdraws (Approved) amount and the Payments (Approved) amount.

    This is a calculated field.

  • Formula: 
    cgcloud__Withdraws_Approved__c + cgcloud__Payments_Approved__c

cgcloud__Withdraws_Pending__c

  • Type: double
  • Properties: Create, Defaulted on create, Filter, Nillable, Sort, Update
  • Description: This field rolls up pending fund transactions (in which Target funds are debited) and sums up the approved Withdraws amount.

cgcloud__Withdraws_Total__c

  • Type: double
  • Properties: Filter, Nillable, Sort
  • Description: Sum of the Withdraws (Approved) amount and the Payments (Approved) amount.

    This is a calculated field.

  • Formula: 
    cgcloud__Withdraws_Approved__c  + cgcloud__Withdraws_Pending__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.