Relationship

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A connection between individuals and organisations. Relationship is a junction object between two parents, a from record and a to record. The from and to records can be one of three object types: entity, person or team member.

Standard Field Label & API Name

Type

Description

Id

Id

Id

Unique identifier for the policy.

 

Custom Field Label & API Name

Type

Description

Batch

cloupra__Batch__c

Lookup (Batch)

Batch record used to insert or update the relationship.

Description

cloupra__Description__c

Text Area (255)

A short description of the relationship.

End Date

cloupra__End_Date__c

Date

The date on which the relationship ended, which changes the phrase to past tense.

From Context

cloupra__From_Context__c

Formula (Text)

The context of the related record on the from side of the relationship.

First Contribution Date

cloupra__First_Contribution_Date__c

Date

Date of the first superannuation contribution.

From Id

cloupra__From_Id__c

Formula (Text)

The ID of the related record on the from side of the relationship, which may be an entity, person or team member.

From Name

cloupra__From_Name__c

Formula (Text)

The name of the related record on the from side of the relationship, which may be an entity, person or team member.

From Organisation

cloupra__From_Organisation__c

Lookup (Account)

The entity on the from side of the relationship.

From Person

cloupra__From_Person__c

Lookup (Contact)

The person on the from side of the relationship.

From Service

cloupra__From_Service__c

Lookup (Service)

The service on the from side of the relationship.

From Team Member

cloupra__From_Team_Member__c

Lookup (User)

The team member on the from side of the relationship.

From View URL

cloupra__From_View_URL__c

Formula (Text)

A hyperlink to the detail page for the from record.

From URL

cloupra__From_URL__c

Formula (Text)

The URL of the related record on the from side of the relationship.

Last contribution Amount

cloupra__Last_contribution_amount__c

Currency (10, 2)

Amount of the last superannuation contribution.

Last Contribution Date

cloupra__Last_Contribution_Date__c

Date

Date of the last superannuation contribution.

Phrase

cloupra__Phrase__c

Formula (Text)

A short phrase to describe the relationship based on the from party role, preposition and article of the relationship type.

Primary Contact

cloupra__Primary_Contact__c

Checkbox

Indicates that the relationship is the primary record of its type.

Relationship Type

cloupra__Relationship_Type__c

Lookup (Relationship Type)

The type of relationship.

Start Date

cloupra__Start_Date__c

Date

The date on which the relationship started.

To Id

cloupra__To_Id__c

Formula (Text)

The ID of the related record on the To side of the relationship, which may be an entity, person or team member.

To Name

cloupra__To_Name__c

Formula (Text)

The name of the related record on the To side of the relationship, which may be an entity, person or team member.

To Organisation

cloupra__To_Organisation__c

Lookup (Account)

The entity on the To side of the relationship.

To Person

cloupra__To_Person__c

Lookup (Contact)

The person on the To side of the relationship.

To Service

cloupra__To_Service__c

Lookup (Service)

The service on the To side of the relationship.

To Team Member

cloupra__To_Team_Member__c

Lookup (User)

The team member on the To side of the relationship.

To URL

cloupra__TO_URL__c

Formula (Text)

The URL of the related record on the to side of the relationship.

To View URL

cloupra__To_View_URL__c

Formula (Text)

A hyperlink to the detail page for the To record.

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