Entity (Account)

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

Standard Field Label & API Name

Type

Description

Description

Description

Long Text Area (32000)

Brief description of the entity.

Entity Owner

Owner

Lookup (User)

Owner of the entity.

Entity Name

Name

Name

Name of the entity.

Id

Id

Id

Unique identifier for the entity.

Postal Address

BillingAddress

Address

Postal address of the entity.

Location Address

ShippingAddress

Address

Physical address of the entity.

Parent Account

Parent

Hierarchy

Immediate parent entity of the entity.

Phone

Phone

Phone

Main telephone number for the entity.

Website

Website

URL (255)

Main website for the entity.

 

Custom Field Label & API Name

Type

Description

Active Members

cloupra__Active_Members__c

Number (18,0)

A count of members who have had employer contributions paid by this employer over last 12 months.

Active Service Package

cloupra__Active_Service_Package__c

 

Lookup (Service)

 

Lookup to display the name of the Ongoing Service Package on the Client Basics View page. Will display where Service Type Group Code = STOSP.

Average Age

cloupra__Average_Age__c

Number (3,2)

Average age of active members of the employer.

Average Balance

cloupra__Average_Balance__c

Currency (16,2)

Average balance of superannuation members.

Balance

cloupra__Balance__c

Currency (16,2)

Sum of the balance of active superannuation members.

Batch

cloupra__Batch__c

Lookup (Batch)

Batch record used to insert or update the entity.

Company Liability

cloupra__Company_Liability__c

Picklist

Company liability, if entity is a company.

Company Type

cloupra__Company_Type__c

Picklist

Company type, if entity is a company, e.g. private, public.

Complying Fund

cloupra__Complying_Fund__c

Checkbox

Indicates that a fund is complying, if entity is a superannuation fund.

Days Since Last Interaction

cloupra__Days_Since_Last_Interaction__c

Formula (Number)

Number of calendar days since the last interaction date.

Deed of Variation

cloupra__Deed_of_Variation__c

Date Date the trust deed was last varied.

Default Fund

cloupra__Default_Fund__c

Lookup (Account)

Default fund of the employer.

EBA Date

cloupra__EBA_Date__c

Date

Date of any applicable Enterprise Bargaining Agreement.

Employer Stage

cloupra__Employer_Stage__c

Lookup (Category)

The current stage of the employer, e.g. prospect, active, inactive, etc.

Employer Type

cloupra__Employer_Type__c

Lookup (Category)

Type of the employer, e.g. participating, contributing, etc.

Entity Number 1

cloupra__Entity_Number_1__c

Text (20)

An identifying number for the entity. Renamed per org to meet local jurisdictional needs.

Entity Number 2

cloupra__Entity_Number_2__c

Text (20)

An identifying number for the entity. Renamed per org to meet local jurisdictional needs.

Entity Statutory Date

cloupra__Entity_Statutory_Date__c

Date

Statutory date of establishment for the entity, such as the date of incorporation for a company.

Entity Trading Name

cloupra__Entity_Trading_Name__c

Text (100)

Trading name of the entity.

Entity Type

cloupra__Entity_Type__c

Lookup (Category)

Indicates the client entity type, e.g. household, company, trust, etc. Called Client Entity Type in Practifi Settings - Categories.

External Id

cloupra__External_Id__c

Text (25) (External ID, Unique, Case Insensitive)

A unique identifier for the entity from an external system.

Flag 1

cloupra__Flag_1__c

Checkbox

Flag to identify the record. Can be assigned from the Data Management function for use with other functions such as document generation or other bulk creation activities.

Flag 2

cloupra__Flag_2__c

Checkbox

Flag to identify the record. Can be assigned from the Data Management function for use with other functions such as document generation or other bulk creation activities.

Flag 3

cloupra__Flag_3__c

Checkbox

Flag to identify the record. Can be assigned from the Data Management function for use with other functions such as document generation or other bulk creation activities.

Flag 4

cloupra__Flag_4__c

Checkbox

Flag to identify the record. Can be assigned from the Data Management function for use with other functions such as document generation or other bulk creation activities.

Flag 5

cloupra__Flag_5__c

Checkbox

Flag to identify the record. Can be assigned from the Data Management function for use with other functions such as document generation or other bulk creation activities.

Formal Name

cloupra__Formal_Name__c

Text (80)

The formal name for the entity.

From Web

cloupra__From_Web__c

Text (30)

Used for automated processing in Practifi’s web enquiry module.

FSG Date

cloupra__FSG_Date__c

Date

Date that the Financial Service Guide was provided to the client.

FSG Version

cloupra__FSG_Version__c

Date

Version of the Financial Service Guide provided to the client.

Fund Type

cloupra__Fund_Type__c

Picklist

Type of superannuation fund, e.g. corporate, self-managed.

Housing Status

cloupra__Housing_Status__c

Picklist

Status of client’s home ownership status, e.g. own home, renting, etc.

Icon Name

cloupra__Icon_Name__c

Formula

(Text)

Associates the correct icon for the Orgn Type

Include In Search?

cloupra__Include_In_Search__c

Formula (Checkbox)

Includes in global search.

Industry

cloupra__Industry__c

Lookup (Category)

Industry classification.

Issued Shares

cloupra__Issued_Shares__c

Number (10,0)

Number of shares on issue if the entity is a company.

Last Interaction By

cloupra__Last_Interaction_By__c

Text (255)

The owner of the last interaction related to the entity. Rolled up automatically from related interactions.

Last Interaction Date

cloupra__Last_Interaction_Date__c

Date/Time

The date of the last interaction related to the entity. Rolled up automatically from related interactions.

Mailing Address

cloupra__Mailing_Address__c

Formula (Text)

The address for postage, which is the postal address if one exists, otherwise the location address. Typically used for physical mailouts.

Marital Status

cloupra__Marital_Status__c

Picklist

Client’s marital status, e.g. single, married, etc.

Orgn Type

cloupra__Orgn_Type__c

Picklist

The type of organisation, e.g. client, provider, practice, etc.

Overall Goals

cloupra__Overall_Goals__c

Long Text Area (2000)

The overall financial goals articulated by the client.

Overall Strategy

cloupra__Overall_Strategy__c

Long Text Area (2000)

The overall financial strategy recommended for the client.

Partner Contact

cloupra__Partner_Contact__c

Lookup (Contact)

The partner contact person related to the entity. Rolled up automatically from related people.

Primary Contact

cloupra__Primary_Contact__c

Lookup (Contact)

The primary contact person related to the entity. Rolled up automatically from related people.

Primary Division

cloupra__Primary_Division__c

Lookup (Account)

The record owner’s primary division or business unit.

Provider Type

cloupra__Provider_Type__c

Lookup (Category)

The type of provider, e.g. accountant, insurance company, etc. where entity is a provider.

Relationship Health

cloupra__Relationship_Health__c

Lookup (Category)

Relationship health e.g watch, opportunity, threat, etc.

Review Date

cloupra__Review_Date__c

Date

Date of the next review for the client.

Segment

cloupra__Segment__c

Lookup (Category)

Client segment, e.g. platinum, gold, silver, etc.

Short Name

cloupra__Short_Name__c

Formula (Text)

A 30-character abbreviation of the entity’s name, used in reporting.

Source

cloupra__Source__c

Lookup (Category)

The originating source of the client relationship, e.g. referral, website enquiry, email campaign, etc.

Stage

cloupra__Client_Stage__c

Lookup (Category)

The current stage of the client, e.g. prospect, client, inactive, etc.

Summary Note

cloupra__Summary_Note__c

Rich Text Area (2000)

Rich text area for notes or other information about the record.

Tax Number

cloupra__Tax_Number__c

Text (20)

(Unique, Case Insensitive)

The social security / government / tax identifier for the entity as issued by the relevant government authority, i.e. social security number (US), National Insurance number (UK), tax file number (Australia), etc.

Tax Number Recorded

cloupra__Tax_Number_Recorded__c

Checkbox

Indicator of whether a tax number has been recorded.

Trust Type

cloupra__Trust_Type__c

Picklist

Type of trust where the entity is a trust. e.g. discretionary, unit, hybrid. 

Trustee Type

cloupra__Trustee_Type__c

Picklist

Type of trustee where the entity is a trust.

Xero Contact Id

cloupra__Xero_Contact_Id__c

Text (255) (External ID) (Unique Case Sensitive)

Contact Id received from Xero when an Account is pushed to Xero

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