Entity (Account)

The standard Salesforce Account object is relabelled as Entity and represents an organisation.

An entity may be one of the following types of organisation, depending on the value in the Orgn Type field:

• Client
• Provider
• Prospect
• Practice (or business division)
• Fund
• Client Entity (such as a trust, SMSF, family business, etc.)
• Employer (used in superannuation)

Field Label	API Name	Type	Notes
ABN	cloupra__Entity_Number_2__c	Text (20)
Account Description	Description	Textarea (32000)
Account Fax	Fax	Phone (40)
Account ID	Id	Id (18)	Required
Account Phone	Phone	Phone (40)
Account Rating	Rating	Picklist (Hot; Warm; Cold)
Account Type	Type	Picklist (Analyst; Competitor; Customer; Integrator; Investor; Partner; Press; Prospect; Reseller; Other)
Active Members	cloupra__Active_Members__c	Number (18, 0)
Active Service Package	cloupra__Active_Service_Package__c	Lookup (Cloupra__Service__C)	A reference to the active service package for this client.
Annual Revenue	AnnualRevenue	Currency (18, 0)
Assets Current Value Managed	cloupra__Assets_Current_Value_Managed__c	Currency (16, 2)	The total current value of assets under advice or management for this client.
Average Age	cloupra__Average_Age__c	Number (3, 2)
Average Balance	cloupra__Average_Balance__c	Currency (16, 2)
Balance	cloupra__Balance__c	Currency (16, 2)
Batch	cloupra__Batch__c	Lookup (Cloupra__Batch__C)
Billing Geocode Accuracy	BillingGeocodeAccuracy	Picklist (Address; NearAddress; Block; Street; ExtendedZip; Zip; Neighborhood; City; County; State; Unknown)
Client Revenue	cloupra__Client_Revenue__c	Formula (Currency)	IF($Setup.cloupra__PractiFI_Setting__c.cloupra__Revenue_Roll_Up_To_Client__c = 'Last 12 Months', cloupra__Instalments_Value_Last_12_Months__c , IF($Setup.cloupra__PractiFI_Setting__c.cloupra__Revenue_Roll_Up_To_Client__c = 'Financial Year To Date', cloupra__Instalments_Value_FYTD__c , null) )
Client Stage	cloupra__Client_Stage_Picklist__c	Picklist (Lead; Prospect; Client; Qualified Out; Cancelled)
Company Liability	cloupra__Company_Liability__c	Picklist (Proprietary limited by shares; Proprietary unlimited with share capital; Public limited by shares; Public limited by guarantee; Public unlimited with share capital; No liability company)
Company Type	cloupra__Company_Type__c	Picklist (Private; Public)
Complying Fund	cloupra__Complying_Fund__c	Checkbox	Required
Contact (Primary)	cloupra__Primary_Contact__c	Lookup (Contact)
Contact (Spouse)	cloupra__Partner_Contact__c	Lookup (Contact)
Created By ID	CreatedById	Lookup (User)	Required
Created Date	CreatedDate	Datetime	Required
Data.com Key	Jigsaw	Text (20)
Date Moved To Current Address	cloupra__Date_Moved_To_Current_Address__c	Date
Days Since Last Interaction	cloupra__Days_Since_Last_Interaction__c	Formula (Double)	CASE(DATEVALUE(cloupra__Last_Interaction_Date__c), TODAY(), 0.11 , TODAY()- DATEVALUE( cloupra__Last_Interaction_Date__c ))
Deed of Variation	cloupra__Deed_of_Variation__c	Date	Date trust deed was last varied.
Default Fund	cloupra__Default_Fund__c	Lookup (Account)
Deleted	IsDeleted	Checkbox	Required
EBA Date	cloupra__EBA_Date__c	Date	Enterprise Bargaining Agreement date.
Email	cloupra__Email__c	Email (80)
Email (Primary Contact Preferred)	cloupra__Primary_Contact_Preferred_Email__c	Email (80)
Employees	NumberOfEmployees	Number (8, 0)
Employer Stage	cloupra__Employer_Stage__c	Lookup (Cloupra__Category__C)	What stage is this employer?
Employer Type	cloupra__Employer_Type__c	Lookup (Cloupra__Category__C)
Entity Name	Name	Text (255)	Required
Entity Number	AccountNumber	Text (40)
Entity Number 1	cloupra__Entity_Number_1__c	Text (20)
Entity Owner	OwnerId	Lookup (User)	Required
Entity Site	Site	Text (80)
Entity Source	AccountSource	Picklist (Advertisement; Employee Referral; External Referral; Partner; Public Relations; Seminar - Internal; Seminar - Partner; Trade Show; Web; Word of mouth; Other)
Entity Statutory Date	cloupra__Entity_Statutory_Date__c	Date
Entity Trading Name	cloupra__Entity_Trading_Name__c	Text (100)
Entity Type	cloupra__Client_Entity_Type_Picklist__c	Picklist (Household; Company; Sole Trader; Partnership; Superannuation Fund; Trust; Other; Orion Account)
Entity Type	cloupra__Client_Entity_Type__c	Lookup (Cloupra__Category__C)
External Id	cloupra__External_Id__c	Text (100)	Unique, External ID
Extra Address	cloupra__Extra_Address__c	Textarea (255)
Extra Address Description	cloupra__Extra_Address_Description__c	Text (255)
Extra Email	cloupra__Extra_Email__c	Email (80)
Extra Phone	cloupra__Extra_Phone__c	Text (255)
Flag 1	cloupra__Flag_1__c	Checkbox	Required
Flag 2	cloupra__Flag_2__c	Checkbox	Required
Flag 3	cloupra__Flag_3__c	Checkbox	Required
Flag 4	cloupra__Flag_4__c	Checkbox	Required
Flag 5	cloupra__Flag_5__c	Checkbox	Required
Formal Name	cloupra__Formal_Name__c	Text (80)
From Web	cloupra__From_Web__c	Text (30)
FSG Date	cloupra__FSG_Date__c	Date	The date that the FSG was most recently provided to the client.
FSG Version	cloupra__FSG_Version__c	Text (50)	The version of the FSG that has been most recently provided to the client.
Fund Type	cloupra__Fund_Type__c	Picklist (Corporate; Self Managed)
Google Drive Folder ID	cloupra__Google_Drive_Folder_ID__c	Text (255)
Housing Status	cloupra__Housing_Status__c	Picklist (Own Home; Own Home (Mortgage); Renting; Living With Family; Other)
Icon Name	cloupra__Icon_Name__c	Formula (Text)	CASE( cloupra__Orgn_Type__c , 'Provider','briefcase', 'Client','heart', 'Practice','building', 'Client Entity','gem', 'Employer','suitcase', 'Prospect', 'road', '')
Include In Search?	cloupra__Include_In_Search__c	Formula (Checkbox)	Formula: IF(Text(cloupra__Orgn_Type__c) == 'Void' || (Text(cloupra__Orgn_Type__c) == 'Employer' && cloupra__Employer_Type__r.cloupra__Group_Code__c == 'ETCNTRBTNG'), false, true) Attribute: Required
Industry	Industry	Picklist (Agriculture; Apparel; Banking; Biotechnology; Chemicals; Communications; Construction; Consulting; Education; Electronics; Energy; Engineering; Entertainment; Environmental; Finance; Food & Beverage; Government; Healthcare; Hospitality; Insurance; Machinery; Manufacturing; Media; Not For Profit; Other; Recreation; Retail; Shipping; Technology; Telecommunications; Transportation; Utilities)
Industry	cloupra__Industry__c	Lookup (Cloupra__Category__C)
Influencer	cloupra__Influencer__c	Lookup (Contact)
Instalments Value FYTD	cloupra__Instalments_Value_FYTD__c	Currency (12, 2)
Instalments Value Last 12 Months	cloupra__Instalments_Value_Last_12_Months__c	Currency (12, 2)
Investment Objective	cloupra__Investment_Objective__c	Text (255)
Issued Shares	cloupra__Company_Issued_Shares__c	Number (10, 0)
Jigsaw Company ID	JigsawCompanyId	Text (20)
Last Activity	LastActivityDate	Date
Last Interaction By	cloupra__Last_Interaction_By__c	Text (255)
Last Interaction Date	cloupra__Last_Interaction_Date__c	Datetime
Last Modified By ID	LastModifiedById	Lookup (User)	Required
Last Modified Date	LastModifiedDate	Datetime	Required
Last Referenced Date	LastReferencedDate	Datetime
Last Synced to Midwinter	cloupra__Last_Synced_to_Midwinter__c	Datetime	The datetime stamp of the last time this record was synced with Midwinter.
Last Viewed Date	LastViewedDate	Datetime
Likelihood	cloupra__Likelihood__c	Picklist (Hot; Warm; Cold)	The likelihood of a prospect becoming a client.
Location Address	ShippingAddress	Address
Location City	ShippingCity	Text (40)
Location Country	ShippingCountry	Text (80)
Location Latitude	ShippingLatitude	Number (3, 15)
Location Longitude	ShippingLongitude	Number (3, 15)
Location State/Province	ShippingState	Text (80)
Location Street	ShippingStreet	Textarea (255)
Location Zip/Postal Code	ShippingPostalCode	Text (20)
Mailing Address	cloupra__Mailing_Address__c	Formula (Text)	Help text: The address for postage, which is the postal address if one exists, otherwise the location address. Typically used for physical mailouts. Formula: IF(NOT(ISBLANK(BillingAddress)),    IF(NOT(ISBLANK(BillingStreet)), BillingStreet & BR(), "") &    IF(NOT(ISBLANK(BillingCity)), BillingCity & ", ", "") &    IF(NOT(ISBLANK(BillingState)), BillingState & " ", "") &    IF(NOT(ISBLANK(BillingPostalCode)), BillingPostalCode, "") ,    IF(NOT(ISBLANK(ShippingAddress)),       IF(NOT(ISBLANK(ShippingStreet)), ShippingStreet & BR(), "") &       IF(NOT(ISBLANK(ShippingCity)), ShippingCity & ", ", "") &       IF(NOT(ISBLANK(ShippingState)), ShippingState & " ", "") &       IF(NOT(ISBLANK(ShippingPostalCode)), ShippingPostalCode, ""),    ""    ) )
Marital Status	cloupra__Marital_Status__c	Picklist (Single; Married; De Facto; Separated; Divorced)
Master Record ID	MasterRecordId	Lookup (Account)
Midwinter Resource	cloupra__Midwinter_Resource__c	Text (255)	The HREF for the resource in the Midwinter API.
Orgn Ref	cloupra__Orgn_Ref__c	Text (7)	External ID
Orgn Type	cloupra__Orgn_Type__c	Picklist (Client; Provider; Practice; Partner; Fund; Client Entity; Other; Employer)
Overall Goals	cloupra__Overall_Goals__c	Textarea (2000)	The overall financial goals articulated by the client.
Overall Strategy	cloupra__Overall_Strategy__c	Textarea (2000)	The overall financial strategy we recommend for this client.
Ownership	Ownership	Picklist (Public; Private; Subsidiary; Other)
Parent Account ID	ParentId	Lookup (Account)
Phone (Primary Contact Preferred)	cloupra__Primary_Contact_Preferred_Phone__c	Phone (40)
Photo URL	PhotoUrl	Url (255)
Postal Address	BillingAddress	Address
Postal City	BillingCity	Text (40)
Postal Country	BillingCountry	Text (80)
Postal Latitude	BillingLatitude	Number (3, 15)
Postal Longitude	BillingLongitude	Number (3, 15)
Postal State/Province	BillingState	Text (80)
Postal Street	BillingStreet	Textarea (255)
Postal Zip/Postal Code	BillingPostalCode	Text (20)
Potential AUM	cloupra__Potential_AUM__c	Currency (16, 2)
Potential Fee Rate	cloupra__Potential_Fee_Rate__c	Percent (3, 3)
Potential Revenue	cloupra__Potential_Revenue__c	Formula (Currency)	cloupra__Potential_AUM__c * cloupra__Potential_Fee_Rate__c
Preferred Address Type	cloupra__Preferred_Address_Type__c	Picklist (Location; Postal; Extra)
Primary Division	cloupra__Primary_Division__c	Lookup (Account)	Record Owner's Primary Division
Prospect Stage	cloupra__Prospect_Stage_Picklist__c	Picklist (Unqualified; Qualified; Needs Analysis; Presentation; Qualified Out)
Prospect Start Date	cloupra__Prospect_Start_Date__c	Date
Provider Type	cloupra__Provider_Type__c	Lookup (Cloupra__Category__C)
Provider Type	cloupra__Provider_Type_Picklist__c	Picklist (Accountant; Lending Institution; Wealth & Asset Institution; Doctor; Fire and General Broker; Insurance Agent; Insurance Company; Personal Banker; Lawyer; Solicitor; Broker Adviser; Other; Broker; Superannuation Fund)
Record Type ID	RecordTypeId	Lookup (Recordtype)
Relationship Health	cloupra__Relationship_Health__c	Lookup (Cloupra__Category__C)
Review Date	cloupra__Review_Date__c	Date
Segment	cloupra__Orgn_Segment__c	Lookup (Cloupra__Category__C)
Segment	cloupra__Client_Segment_Picklist__c	Picklist (Platinum; Gold; Silver; Bronze)
Shipping Geocode Accuracy	ShippingGeocodeAccuracy	Picklist (Address; NearAddress; Block; Street; ExtendedZip; Zip; Neighborhood; City; County; State; Unknown)
Short Name	cloupra__Short_Name__c	Formula (Text)	IF(LEN(Name)>30,    LEFT(Name,27) & "...",    Name )
SIC Code	Sic	Text (20)
SIC Description	SicDesc	Text (80)
Source	cloupra__Client_Source_Picklist__c	Picklist (Referral; Website Enquiry; Email Campaign; Telephone Enquiry; Purchased Book)
Source	cloupra__Client_Source__c	Lookup (Cloupra__Category__C)
Source Identification	cloupra__Source_Identification__c	Textarea (255)
Stage	cloupra__Client_Stage__c	Lookup (Cloupra__Category__C)
Stage Entry Date	cloupra__Stage_Entry_Date__c	Date	The date on which the account entered its current stage.
Start Date	cloupra__Client_Start_Date__c	Date	The date that the client stage changed to client.
Summary Note	cloupra__Summary_Note__c	Textarea (2000)
Sync to Midwinter	cloupra__Sync_to_Midwinter__c	Checkbox	Help text: Indicates that this client should be synced with Midwinter. Attribute: Required
System Modstamp	SystemModstamp	Datetime	Required
Tax Number	cloupra__Tax_Number__c	Text (20)	Help text: The social security/government/tax identifier for this person as issued by the relevant government authority, i.e. social security number (US), National Insurance number (UK), tax file number (Australia), etc. Attribute: Unique
Tax Number Recorded	cloupra__Tax_Number_Recorded__c	Checkbox	Required
Ticker Symbol	TickerSymbol	Text (20)
Trustee Type	cloupra__Trustee_Type__c	Picklist (Corporate; Individual)
Trust Type	cloupra__Trust_Type__c	Picklist (Discretionary; Unit; Hybrid)
View URL	cloupra__View_URL__c	Formula (Text)	CASE(       TEXT( cloupra__Orgn_Type__c),       "Client", "/apex/practifi?context=client&tab=&action=view&id1=" & Id ,       "Client Entity", "/apex/practifi?context=cliententity&tab=&action=view&id1=" & Id ,       "Employer", "/apex/practifi?context=employer&tab=&action=view&id1=" & Id ,       "Provider", "/apex/practifi?context=provider&tab=&action=view&id1=" & Id ,       "Prospect", "/apex/practifi?context=prospect&tab=&action=view&id1=" & Id ,       "Practice", "/apex/practifi?context=division&tab=&action=view&id1=" & Id ,       ""    )
Website	Website	Url (255)
Xero Contact Id	cloupra__Xero_Contact_Id__c	Text (255)	Help text: Xero Contact Id Attribute: Unique, External ID, Case Sensitive