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cgcloud__Payment_Tactic__c

This object represents the relationship between Fund and Payment Tactic junction objects. 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

LastActivityDate

  • Type: date
  • Properties: Filter, Group, Nillable, Sort
  • Description: Date on which a user last performed an action on the record.

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.

RecordTypeId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Record type of the record.

    This is a relationship field.

  • Relationship Name: RecordType
  • Relationship Type: Lookup
  • Refers To: RecordType

cgcloud__Adjustment_Type__c

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: If a payment is to be adjusted, this field defines the type of adjustment.

cgcloud__Amount_Offset__c

  • Type: double
  • Properties: Filter, Nillable, Sort
  • Description: Tactic payout that's pending after having associated payment tactic funds.

    This is a calculated field.

  • Formula: 
    ABS( cgcloud__Tactic_Payout__c  -  cgcloud__Payment_Tactic_Fund_Summary__c )

cgcloud__Anchor__c

  • Type: string
  • Properties: Filter, Nillable, Sort
  • Description: Anchor of the tactic.

    This is a calculated field.

  • Formula: 
    cgcloud__Tactic__r.cgcloud__Anchor__c

cgcloud__Calculation_Date_From__c

  • Type: date
  • Properties: Filter, Group, Nillable, Sort
  • Description: Start date of the calculation timeframe for the payment tactic.

    This is a calculated field.

  • Formula: 
    IF(ISBLANK(cgcloud__Custom_Calculation_Date_From__c),
cgcloud__Tactic__r.cgcloud__Date_From__c,cgcloud__Custom_Calculation_Date_From__c)

cgcloud__Calculation_Date_Thru__c

  • Type: date
  • Properties: Filter, Group, Nillable, Sort
  • Description: End date of the calculation timeframe for the payment tactic.

    This is a calculated field.

  • Formula: 
    IF(ISBLANK(cgcloud__Custom_Calculation_Date_Thru__c),
cgcloud__Tactic__r.cgcloud__Date_Thru__c,cgcloud__Custom_Calculation_Date_Thru__c)

cgcloud__Custom_Calculation_Date_From__c

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Start date of the custom calculation timeframe for the payment tactic.

cgcloud__Custom_Calculation_Date_Thru__c

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: End date of the custom calculation timeframe for the payment tactic.

cgcloud__End_Date__c

  • Type: date
  • Properties: Filter, Group, Nillable, Sort
  • Description: End date of the tactic.

    This is a calculated field.

  • Formula: 
    cgcloud__Tactic__r.cgcloud__Date_Thru__c

cgcloud__Fund_Distribution_Metric__c

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
  • Description: Distribution metric that a user can choose to calculate funding percentage and payout amount.
  • Default value: LE_Volume__c
  • Possible values:
    • LE_Revenue__c—LE Revenue
    • LE_Volume__c—LE Volume

cgcloud__Has_Calculated_Amount__c

  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Indicates when a payment is updated and saved so that the recalculation of the tactic payout amount can be triggered.
  • Default value: false

cgcloud__KPI_Subset__c

  • Type: string
  • Properties: Filter, Nillable, Sort
  • Description: KPI Subset defines the KPIs that are shown in the Payment Tactic KPI Grid of this payment tactic.

    This is a calculated field.

  • Formula: 
    TEXT(cgcloud__Payment__r.cgcloud__Payment_Template__r.cgcloud__KPI_Subset__c)

cgcloud__Payment_Method__c

  • Type: string
  • Properties: Filter, Nillable, Sort
  • Description: Payment method of the tactic.

    This is a calculated field.

  • Formula: 
    Text(cgcloud__Tactic__r.cgcloud__Payment_Method__c)

cgcloud__Payment_Status__c

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Status of the payment.

cgcloud__Payment_Tactic_Fund_Summary__c

  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Summary of the Payment Tactic Funds that's associated to the payment.

cgcloud__Payment__c

  • Type: reference
  • Properties: Create, Filter, Group, Sort
  • Description: User-friendly payment tactic identifier.

    This is a relationship field.

  • Relationship Name: cgcloud__Payment__r
  • Relationship Type: Master-detail
  • Refers To: cgcloud__Payment__c (Master object)

cgcloud__Pending_Amount__c

  • Type: double
  • Properties: Filter, Nillable, Sort
  • Description: Pending amount that's to be paid.

    This is a calculated field.

  • Formula: 
    cgcloud__Tactic__r.cgcloud__Pending_Amount__c

cgcloud__Promotion_Slogan__c

  • Type: string
  • Properties: Filter, Nillable, Sort
  • Description: Promotion slogan of the source promotion to which the tactic is related.

    This is a calculated field.

  • Formula: 
    cgcloud__Tactic__r.cgcloud__Promotion__r.cgcloud__Slogan__c

cgcloud__Promotion_Tactic__c

  • Type: string
  • Properties: Filter, Nillable, Sort
  • Description: Combination of the source promotion and tactic name that's used in the payment.

    This is a calculated field.

  • Formula: 
    HYPERLINK("/one/one.app#/sObject/" & Id & "/view",   cgcloud__Tactic__r.cgcloud__Promotion__r.cgcloud__Slogan__c &' - '&
cgcloud__Tactic__r.cgcloud__Tactic_Template__r.cgcloud__Description__c  )

cgcloud__Requires_Fund__c

  • Type: boolean
  • Properties: Defaulted on create, Filter, Group, Sort
  • Description: Defines whether the payment requires funds to be approved.

    This is a calculated field.

  • Formula: 
    cgcloud__Payment__r.cgcloud__Payment_Template__r.cgcloud__Requires_Funds__c

cgcloud__Start_Date__c

  • Type: date
  • Properties: Filter, Group, Nillable, Sort
  • Description: Start date of the tactic.

    This is a calculated field.

  • Formula: 
    cgcloud__Tactic__r.cgcloud__Date_From__c

cgcloud__Tactic_Description__c

  • Type: string
  • Properties: Filter, Nillable, Sort
  • Description: Description of the tactic.

    This is a calculated field.

  • Formula: 
    HYPERLINK("/one/one.app#/sObject/" & Id & "/view",  cgcloud__Tactic__r.cgcloud__Tactic_Template__r.cgcloud__Description__c)

cgcloud__Tactic_Payout__c

  • Type: double
  • Properties: Create, Defaulted on create, Filter, Nillable, Sort, Update
  • Description: Payment amount that's allocated for the specified tactic. Depending on the orientation of the payment, you can enter either negative or positive values in this field. For positive payments, only positive values are allowed and for negative payments, only negative values are allowed.

cgcloud__Tactic_Template__c

  • Type: string
  • Properties: Filter, Nillable, Sort
  • Description: Reference to the tactic template of the tactic.

    This is a calculated field.

  • Formula: 
    cgcloud__Tactic__r.cgcloud__Tactic_Template__r.Name

cgcloud__Tactic__c

  • Type: reference
  • Properties: Create, Filter, Group, Sort
  • Description: Reference to the tactic.

    This is a relationship field.

  • Relationship Name: cgcloud__Tactic__r
  • Relationship Type: Master-detail
  • Refers To: cgcloud__Tactic__c (Detail object)

cgcloud__To_Date_Paid_Amount__c

  • Type: double
  • Properties: Filter, Nillable, Sort
  • Description: Amount that's paid until the current date.

    This is a calculated field.

  • Formula: 
    cgcloud__Tactic__r.cgcloud__To_Date_Paid_Amount__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.