---
schema_version: "1"
id: e2302000ca497bb970fd68d055e22320ccd21d74479ac0aaf74dbf6c5b8a0772
title: cgcloud__Fund_Template__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_template__c.md
canonical_url: https://developer.salesforce.com/docs/atlas.en-us.retail_api.meta/retail_api/sforce_api_objects_cgcloud__fund_template__c.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: 295fd664478536dd4e81b1ee7d022596710939f4aefe285a3f025a2b1bd7e37e
description: Template for the creation of a Fund. This object is available in API version 54.0 and later.
---
# 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.

- **[cgcloud\_\_Fund\_Template\_\_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\_Template\_\_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\_Template\_\_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\_Template\_\_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\_Template\_\_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.