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cgcloud__Fund_Transaction_Template__c

Template for the creation of a transaction for the 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__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 Transaction 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.

    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__Sales_Org__c

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

cgcloud__Sort__c

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

cgcloud__Transaction_Type__c

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
  • Description: Stores the transaction type of the selected fund transaction template.
  • Default value: Initial
  • Possible values:
    • Adjustment
    • Drawback
    • Initial
    • Transfer

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.