An application of a recommendation to a specific client goal. Applied Recommendation is a junction object between Recommendation and Goal.
| Field Label | API Name | Type | Notes |
| Applied Recommendation Number | Name | Text (80) | Required |
| Client | cloupra__Client__c | Lookup (Account) | |
| Created By ID | CreatedById | Lookup (User) | Required |
| Created Date | CreatedDate | Datetime | Required |
| Deleted | IsDeleted | Checkbox | Required |
| Goal | cloupra__Goal__c | Lookup (Cloupra__Goal__C) | |
| Last Activity Date | LastActivityDate | Date | |
| Last Modified By ID | LastModifiedById | Lookup (User) | Required |
| Last Modified Date | LastModifiedDate | Datetime | Required |
| Owner ID | OwnerId | Lookup (Group, User) | Required |
| Policy | cloupra__Policy__c | Lookup (Cloupra__Policy__C) | |
| Portfolio Holding | cloupra__Portfolio_Holding__c | Lookup (Cloupra__Portfolio_Holding__C) | |
| Primary Division | cloupra__Primary_Division__c | Lookup (Account) | |
| Recommendation | cloupra__Recommendation__c | Lookup (Cloupra__Recommendation__C) | |
| Record ID | Id | Id (18) | Required |
| System Modstamp | SystemModstamp | Datetime | Required |
Comments
Article is closed for comments.