Recommendation

Follow

A recommended investment, debt or insurance implementation for a client.

Standard Field Label & API Name

Type

Description

Id

Id

Id

Unique identifier for the recommendation.

Owner

Owner

Lookup (User, Queue)

Associates the recommendation with a user or group (queue) of users.

Recommendation Name

Name

Text (80)

The name of the recommendation.

 

Custom Field Label & API Name

Type

Description

Client

cloupra__Client__c

Lookup (Account)

The client for whom the recommendation is being made.

Description

cloupra__Description__c

Long Text Area (2000)

A short description of the recommendation.

Related Service

cloupra__Related_Service__c

Lookup (Service)

The service to which the recommendation relates.

Stage

cloupra__Stage__c

Lookup (Category)

The current stage of the recommendation, e.g. Recommended, Accepted, etc.

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