Salesforce Docs Portal

cgcloud__Fund_Template__c

Template for the creation of a Fund. 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: Create, Defaulted on create, Filter, Group, idLookup, Nillable, Sort, Update
  • 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

cgcloud__Active__c

  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Determines whether the template is active.
  • Default value: true

cgcloud__Actual_RBF__c

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: KPI definition that's used for the Actual RBF Total KPI.

    This is a relationship field.

  • Relationship Name: cgcloud__Actual_RBF__r
  • Relationship Type: Lookup
  • Refers To: cgcloud__KPI_Definition__c

cgcloud__Anchor_Type__c

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
  • Description: Specifies the anchor type of the fund.
  • Default value: Customer
  • Possible values:
    • Customer
    • Customer Product

cgcloud__Currency__c

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: Currency of the sales organization that's linked to this Fund Template.
  • Possible values:
    • CAD—Canadian Dollar
    • CHF—Swiss Franc
    • EUR—Euro
    • GBP—Pound Sterling
    • JPY—Yen
    • NOK—Norwegian Krone
    • RUB—Russian Currency
    • USD—US Dollar

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: Stores the description of the template.

    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__Fund_Type__c

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: Controls the Level of the Product Anchor (if any) of the Fund.
  • Possible values:
    • Brand
    • Category

cgcloud__KPI_Set__c

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: KPI Set that's associated with the Fund Template. The KPI sets that are associated with Fund Templates can't be deleted.

    This is a relationship field.

  • Relationship Name: cgcloud__KPI_Set__r
  • Relationship Type: Lookup
  • Refers To: cgcloud__KPI_Set__c

cgcloud__KPI_Subset__c

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: This subset helps filter KPI Definitions in the GridHierarchyView component. If you don't select a filter, no subset filter is applied.
  • Default value: Planning
  • Possible values:
    • Adjustment
    • BaselineManagement—Baseline Management
    • Broker
    • Finance
    • MidLevelPlanning—Mid Level Planning
    • Monitoring
    • Planning
    • PromoUI
    • PromotionScenarios—Promotion Scenarios
    • Retailer
    • SPC
    • SPCLumpSum
    • SPCPR
    • VPC

cgcloud__LE_RBF__c

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: KPI definition that's used for the LE RBF Total KPI.

    This is a relationship field.

  • Relationship Name: cgcloud__LE_RBF__r
  • Relationship Type: Lookup
  • Refers To: cgcloud__KPI_Definition__c

cgcloud__LE_Revenue__c

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: KPI definition that's used for the LE Revenue Total KPI.

    This is a relationship field.

  • Relationship Name: cgcloud__LE_Revenue__r
  • Relationship Type: Lookup
  • Refers To: cgcloud__KPI_Definition__c

cgcloud__LE_Volume__c

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: KPI definition that's used for the LE Volume Total KPI.

    This is a relationship field.

  • Relationship Name: cgcloud__LE_Volume__r
  • Relationship Type: Lookup
  • Refers To: cgcloud__KPI_Definition__c

cgcloud__Product_Anchor_Level__c

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: Controls the Level of the Product Anchor (if any) of the Fund.
  • Possible values:
    • Brand
    • Category

cgcloud__Sales_Org__c

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: Sales org of the template.
  • Possible values:
    • 0000
    • 0001
    • 0002
    • 0003

cgcloud__Sort__c

  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Stores the Sort number.

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.