---
schema_version: "1"
id: a4811a021d8210b477b798871f4aea476dd64469dd1f0a15550c7daed3d18c11
title: cgcloud__Fund_Transaction__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_transaction__c.md
canonical_url: https://developer.salesforce.com/docs/atlas.en-us.retail_api.meta/retail_api/sforce_api_objects_cgcloud__fund_transaction__c.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: d5315f29ac5c701747b9d2c8916eb04d45fd21517043b93bce426dabd11c2079
description: Holds the fund transaction details. This object is available in API version 54.0 and later.
---
# cgcloud\_\_Fund\_Transaction\_\_c

Holds the fund transaction details. 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.

### cgcloud\_\_Amount\_\_c

- **Type**: double
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: Transaction amount.

### cgcloud\_\_Anchor\_Customer\_\_c

- **Type**: string
- **Properties**: Filter, Nillable, Sort
- **Description**: Shows the anchor customer from the Fund object.
    
    This is a calculated field.
- **Formula**:
    
    CASE( cgcloud\_\_Transaction\_Type\_\_c , 'Drawback', cgcloud\_\_Source\_Fund\_\_r.cgcloud\_\_Anchor\_Account\_\_r.Name,
    cgcloud\_\_Target\_Fund\_\_r.cgcloud\_\_Anchor\_Account\_\_r.Name)

### cgcloud\_\_Currency\_\_c

- **Type**: picklist
- **Properties**: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- **Description**: Holds the currency set by the template selected based on the sales org.
- **Possible values**:
    - CAD
    - CHF
    - EUR
    - GBP
    - JPY
    - NOK
    - RUB
    - USD

### cgcloud\_\_Date\_\_c

- **Type**: date
- **Properties**: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
- **Description**: Transaction date.

### cgcloud\_\_Fund\_Description\_\_c

- **Type**: string
- **Properties**: Filter, Nillable, Sort
- **Description**: Shows the fund description.
    
    This is a calculated field.
- **Formula**:
    
    CASE( cgcloud\_\_Transaction\_Type\_\_c , 'Drawback', HYPERLINK("/one/one.app#/sObject/" &  cgcloud\_\_Source\_Fund\_\_c  & "/view", cgcloud\_\_Source\_Fund\_\_r.cgcloud\_\_Description\_\_c   ), 
    HYPERLINK("/one/one.app#/sObject/" &  cgcloud\_\_Target\_Fund\_\_c  & "/view", cgcloud\_\_Target\_Fund\_\_r.cgcloud\_\_Description\_\_c   ))

### cgcloud\_\_Fund\_Transaction\_Header\_\_c

- **Type**: reference
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Lookup to the fund transaction header that dictates the behavior of the fund transaction rows to be created.
    
    This is a relationship field.
- **Relationship Name**: cgcloud\_\_Fund\_Transaction\_Header\_\_r
- **Relationship Type**: Lookup
- **Refers To**: cgcloud\_\_Fund\_Transaction\_Header\_\_c

### cgcloud\_\_Fund\_Transaction\_Template\_Description\_\_c

- **Type**: string
- **Properties**: Filter, Nillable, Sort
- **Description**: Description of the Transaction template.
    
    This is a calculated field.
- **Formula**:
    
    cgcloud\_\_Fund\_Transaction\_Template\_\_r.cgcloud\_\_Description\_\_c

### cgcloud\_\_Fund\_Transaction\_Template\_\_c

- **Type**: reference
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Reference to the Transaction template.
    
    This is a relationship field.
- **Relationship Name**: cgcloud\_\_Fund\_Transaction\_Template\_\_r
- **Relationship Type**: Lookup
- **Refers To**: cgcloud\_\_Fund\_Transaction\_Template\_\_c

### cgcloud\_\_Record\_Link\_\_c

- **Type**: string
- **Properties**: Filter, Nillable, Sort
- **Description**: Record link.
    
    This is a calculated field.
- **Formula**:
    
    HYPERLINK("/" &Id, $Label.cgcloud\_\_record\_link, "\_top")

### cgcloud\_\_Source\_Fund\_\_c

- **Type**: reference
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Source fund for the transaction.
    
    This is a relationship field.
- **Relationship Name**: cgcloud\_\_Source\_Fund\_\_r
- **Relationship Type**: Lookup
- **Refers To**: cgcloud\_\_Fund\_\_c

### cgcloud\_\_Status\_\_c

- **Type**: picklist
- **Properties**: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- **Description**: Approval status of the fund transactions.
- **Default value**: Pending
- **Possible values**:
    - Approved
    - Cancelled
    - Pending

### cgcloud\_\_Target\_Fund\_\_c

- **Type**: reference
- **Properties**: Create, Filter, Group, Sort
- **Description**: Target fund for the transaction.
    
    This is a relationship field.
- **Relationship Name**: cgcloud\_\_Target\_Fund\_\_r
- **Relationship Type**: Master-detail
- **Refers To**: cgcloud\_\_Fund\_\_c (master object)

### cgcloud\_\_Transaction\_Type\_\_c

- **Type**: string
- **Properties**: Filter, Nillable, Sort
- **Description**: Holds the transaction type of the selected fund transaction template.
    
    This is a calculated field.
- **Formula**:
    
    Text(cgcloud\_\_Fund\_Transaction\_Template\_\_r.cgcloud\_\_Transaction\_Type\_\_c)

## Associated Objects

### Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

- **[cgcloud\_\_Fund\_Transaction\_\_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\_Transaction\_\_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\_Transaction\_\_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 tracked fields of the object.
- **[cgcloud\_\_Fund\_Transaction\_\_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\_Transaction\_\_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.