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cgcloud__RBF_Template__c

Creation template for Rate-based Funding (RBF) records. 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: Controls whether the template can be used to create a Rate-Based Funding Record, regardless of User Role.
  • Default value: true

cgcloud__Anchor_Type__c

  • Type: picklist
  • Properties: Create, Filter, Group, Restricted picklist, Sort, Update
  • Description: Customer Anchor Type for the Rate-Based Funding record which drives the visibility for the Anchor attribute.
  • Possible values:
    • Customer

cgcloud__Condition_Source_KPI__c

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Condition Source KPI (Lookup to KPI Definition).

    This is a relationship field.

  • Relationship Name: cgcloud__Condition_Source_KPI__r
  • Relationship Type: Lookup
  • Refers To: cgcloud__KPI_Definition__c

cgcloud__Condition_Target_KPI__c

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Condition Target KPI (Lookup to KPI Definition).

    This is a relationship field.

  • Relationship Name: cgcloud__Condition_Target_KPI__r
  • Relationship Type: Lookup
  • Refers To: cgcloud__KPI_Definition__c

cgcloud__Currency__c

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Currency of the Sales Org assigned to the template.

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: Description based on the user-specified language.

    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_Template__c

  • Type: reference
  • Properties: Create, Filter, Group, Sort, Update
  • Description: Reference to Fund Template. Template from which the RBF Template determines the fund type.

    This is a relationship field.

  • Relationship Name: cgcloud__Fund_Template__r
  • Relationship Type: Lookup
  • Refers To: cgcloud__Fund_Template__c

cgcloud__Internal_Id__c

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Internal ID is created to ensure that the same short code doesn't correspond to the same Sales Org.

cgcloud__KPI_Set_KPI_Definition__c

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: KPI that's used to populate the Total RBF attribute on the Rate Based Funding.

    This is a relationship field.

  • Relationship Name: cgcloud__KPI_Set_KPI_Definition__r
  • Relationship Type: Lookup
  • Refers To: cgcloud__KPI_Definition__c

cgcloud__KPI_Set__c

  • Type: reference
  • Properties: Create, Filter, Group, Sort, Update
  • Description: Reference to KPI Set.

    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: Allows filtering of KPI Definitions in the GridHierarchyView component.
  • 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__RBF_Total_KPI__c

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Reference to KPI Definition.

    This is a relationship field.

  • Relationship Name: cgcloud__RBF_Total_KPI__r
  • Relationship Type: Lookup
  • Refers To: cgcloud__KPI_Definition__c

cgcloud__Rate_Type__c

  • Type: picklist
  • Properties: Create, Filter, Group, Restricted picklist, Sort, Update
  • Description: Allows for the various calculation methods of Rate Based Funding KPIs.
  • Possible values:
    • Currency/Case
    • Fixed
    • Percent of Revenue

cgcloud__Sales_Org__c

  • Type: reference
  • Properties: Create, Filter, Group, Sort, Update
  • Description: Reference to sales organization.

    This is a relationship field.

  • Relationship Name: cgcloud__Sales_Org__r
  • Relationship Type: Lookup
  • Refers To: cgcloud__Sales_Organization__c

cgcloud__Short_Code__c

  • Type: string
  • Properties: Create, Filter, Group, idLookup, Sort, Update
  • Description: Unique code that's used as a Legacy System reference for integration.

cgcloud__Sort__c

  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Sort order of the Rate Based Fund template.

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.