--- schema_version: "1" id: 7b4ac09e503d1a9d877a7255c9384d2f0dd7d031e7529774d42fd5224b9e0537 title: cgcloud__Fund_Transaction_Header__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_header__c.md canonical_url: https://developer.salesforce.com/docs/atlas.en-us.retail_api.meta/retail_api/sforce_api_objects_cgcloud__fund_transaction_header__c.htm source_site: developer.salesforce.com content_type: documentation content_hash: 1ee6b9b2c1629ad5789a9aa44378dcbf2f01c5da68fd633d33f32242dab7d4f3 description: Fund Transaction Header object facilitates the creation of multiple fund transactions in either a multiple source or target fund business scenario. This object dictates key fields such as the fund transaction template. The source or target funds for the fund transaction records to be created are based on transaction types such as Transfer, drawback, and more. This object is available in API version 54.0 and later. --- # cgcloud\_\_Fund\_Transaction\_Header\_\_c Fund Transaction Header object facilitates the creation of multiple fund transactions in either a multiple source or target fund business scenario. This object dictates key fields such as the fund transaction template. The source or target funds for the fund transaction records to be created are based on transaction types such as Transfer, drawback, and more. 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**: Type of the multi-fund transaction. This is a relationship field. - **Relationship Name**: RecordType - **Relationship Type**: Lookup - **Refers To**: RecordType ### cgcloud\_\_Amount\_\_c - **Type**: double - **Properties**: Create, Defaulted on create, Filter, Nillable, Sort, Update - **Description**: Sum of the amount of all related transactions. ### cgcloud\_\_Currency\_\_c - **Type**: picklist - **Properties**: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update - **Description**: Stores the Currency set by the selected template based on Sales Org. - **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\_\_Fund\_Description\_\_c - **Type**: string - **Properties**: Filter, Nillable, Sort - **Description**: Stores the description of the selected source or target fund, where applicable,. This is a calculated field. - **Formula**: CASE( cgcloud\_\_Transaction\_Type\_\_c , 'Drawback', cgcloud\_\_Target\_Fund\_\_r.cgcloud\_\_Description\_\_c , cgcloud\_\_Source\_Fund\_\_r.cgcloud\_\_Description\_\_c) ### cgcloud\_\_Fund\_Transaction\_Template\_Description\_\_c - **Type**: string - **Properties**: Filter, Nillable, Sort - **Description**: Description value of the transaction's related Fund 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**: Fund Transaction Template that dictates the behavior of related transactions based on the template's Transaction Type. This is a relationship field. - **Relationship Name**: cgcloud\_\_Fund\_Transaction\_Template\_\_r - **Relationship Type**: Lookup - **Refers To**: cgcloud\_\_Fund\_Transaction\_Template\_\_c ### cgcloud\_\_Source\_Fund\_\_c - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Source Fund to be selected for transactions based on Template Transaction Type. 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**: Status field for the fund transaction header. - **Default value**: Pending - **Possible values**: - Approved - Cancelled - Pending ### cgcloud\_\_Target\_Fund\_\_c - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Source Fund to be selected for transactions based on Template Transaction Type. This is a relationship field. - **Relationship Name**: cgcloud\_\_Target\_Fund\_\_r - **Relationship Type**: Lookup - **Refers To**: cgcloud\_\_Fund\_\_c ### cgcloud\_\_Transaction\_Date\_\_c - **Type**: date - **Properties**: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update - **Description**: Date of the transaction. ### cgcloud\_\_Transaction\_Type\_\_c - **Type**: string - **Properties**: Filter, Nillable, Sort - **Description**: Stores 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 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\_Transaction\_Header\_\_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\_Header\_\_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\_Header\_\_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\_Transaction\_Header\_\_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\_Header\_\_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.