@pasar6987/sf-consumer-goods-account-territory

Customer account hierarchy, territory org-unit structures, segmentation rules, sales organization assignments, and account-level planning.

Overview

Objects

• Account — Represents an individual account, which is an organization or person involved with your business (such as customers, competitors, and partners).
• cgcloud__Account_Condition__c — Contains the details of the relationship between customer and the customer conditions.
• cgcloud__Account_Extension__c — This object records account roles and further product-related attributes.
• cgcloud__Account_Manager__c — This object stores the details of users who manage specific accounts in a particular function (ManagementType).
• cgcloud__Account_Org_Unit__c — Contains the details of the relationship between customer and the org unit.
• cgcloud__Account_Plan_Category__c — Categories of the account plan including the manual inputs. Categories can be assigned to an account plan. A category can only be assigned to one account/business year combination.
• cgcloud__Account_Plan_User_Filter__c — Contains the filter selections of a user for a planning account.
• cgcloud__Account_Plan__c — Contains the details of the account data for one planning account, one business year and one or multiple categories.
• cgcloud__Account_Product_Profile__c — This object stores statistical profiles that indicate the distribution of weekly data between a customer and category.
• cgcloud__Account_Receivable__c — Holds the customer related information regarding invoices to be paid and debit and credit notes.
• cgcloud__Account_Relationship__c — This object represents the relationship between two customer accounts.
• cgcloud__Account_Sales_Data__c — Contains the information of the sales of a customer for two consecutive years. Access of the object provided to the System Admin.
• cgcloud__Account_Set_Account__c — Junction object between Customer and Customer Set.
• cgcloud__Account_Set_Manager__c — Custom object to store the relation between Customer Set and User.
• cgcloud__Account_Set__c — Represents the object for the creation of Customer Sets.
• cgcloud__Account_Specific_Product_Condition__c — Holds the relation between a customer and the condition template.
• cgcloud__Account_Sub_Account__c — Defines the account to sub-account relationship.
• cgcloud__Account_Task_Template__c — Represents the details of the customer task template to be used for customer tasks.
• cgcloud__Account_Task__c — This object represents the details of the customer task (customer issue).
• cgcloud__Account_Template__c — Stores the details of the account template object that's to be used for accounts.
• cgcloud__Account_Trade_Org_Hierarchy__c — This object represents the details of the account hierarchy.
• cgcloud__Account_Visit_Setting__c — This object stores the settings for the calls of a user based on a customer.
• cgcloud__Flatten_Account_Hierarchy__c — This object stores node hierarchy information for the Customer Segmentation functionality.
• cgcloud__Flatten_Org_Unit_Hierarchy__c — This object stores node org unit hierarchy information for the Customer Segmentation functionality.
• cgcloud__Org_Unit_Hierarchy__c — Stores the details of the relationship between two org units. It's typically used for the sales org unit hierarchy.
• cgcloud__Org_Unit_User__c — Stores the details of the relationship between the organization unit and the user.
• cgcloud__Org_Unit__c — Stores the details of the Organization unit object that defines a manufacturer's organizational structure.
• cgcloud__Organization_Setting__c — This object enables or disables the role hierarchy in a call module.
• cgcloud__Sales_Folder_Sell_Sheet__c — This object stores the details of the relationship between the sales folder and sell sheet.
• cgcloud__Sales_Folder_Template__c — This object contains the attributes that are associated with the Sales Folder Template.
• cgcloud__Sales_Folder__c — This object contains the attributes that are associated with the Sales Folder.
• cgcloud__Sales_Organization_User__c — This object stores the details of the relationship between a sales organization and a user.
• cgcloud__Sales_Organization__c — This object stores the details of the Sales Organization.
• cgcloud__Segmentation_Rule_Def_Column__c — This object defines the query attributes of the Segmentation Rule Definition.
• cgcloud__Segmentation_Rule_Def__c — Contains the available queries and its attributes to create segmentation rules.
• cgcloud__Segmentation_Rule_Template__c — This object contains information that configures the behavior for the associated segmentation rules.
• cgcloud__Segmentation_Rule__c — This object stores the details of the segmentation rule.
• cgcloud__Sell_Sheet__c — This object contains the attributes that are associated with the sell sheet to be used on the Sales folder. This object is available in API version 54.0 and later.

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