--- schema_version: "1" id: 4fb06bdcfe126211caabfb639716dee3bd74b5b1f087893fea5eac016aa629fd title: cgcloud__Fund__c collection: legacydeveloper version: current locale: en-us portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/retail_api/sforce_api_objects_cgcloud__fund__c.md canonical_url: https://developer.salesforce.com/docs/atlas.en-us.retail_api.meta/retail_api/sforce_api_objects_cgcloud__fund__c.htm source_site: developer.salesforce.com content_type: documentation content_hash: 60bae02db5f31968570003058782df70dbfabe57c55a0ff0f08cd8ffe73f84e1 description: 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. --- # 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. - **[cgcloud\_\_Fund\_\_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\_\_Fund\_\_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\_\_Fund\_\_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\_\_Fund\_\_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\_\_Fund\_\_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.