A client's interest in a particular area of advice or service, e.g. transition to retirement, estate planning, accounting, insurance, etc.
Client Scope Area is a junction object between the client (Entity) and the scope of the advice or service (Scope Area).
Field Label | API Name | Type | Notes |
Client | cloupra__Client__c | Lookup (Account) | |
Client Scope Area Number | Name | Text (80) | Required |
Created By ID | CreatedById | Lookup (User) | Required |
Created Date | CreatedDate | Datetime | Required |
Deleted | IsDeleted | Checkbox | Required |
Last Modified By ID | LastModifiedById | Lookup (User) | Required |
Last Modified Date | LastModifiedDate | Datetime | Required |
Owner ID | OwnerId | Lookup (Group, User) | Required |
Primary Division | cloupra__Primary_Division__c | Lookup (Account) | |
Record ID | Id | Id (18) | Required |
Scope Area | cloupra__Scope_Area__c | Lookup (Cloupra__Category__C) | |
System Modstamp | SystemModstamp | Datetime | Required |
Comments
Article is closed for comments.