mirror of
https://github.com/forcedotcom/afv-library.git
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62 lines
4.7 KiB
JSON
62 lines
4.7 KiB
JSON
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{
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"sections": [
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"title",
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"description",
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"file_information",
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"directory_location",
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"fields",
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"wsdl_segment",
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"declarative_metadata_sample_definition"
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],
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"title": "ForecastingSourceDefinition - Metadata API",
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"description": "Represents the object, measure, date type, and hierarchy that a forecast uses to project sales.",
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"file_information": ".forecastingSourceDefinition",
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"directory_location": "forecastingSourceDefinitions",
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"fields_columns": [
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"type",
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"description"
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],
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"fields": {
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"categoryField": {
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"type": "string",
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"description": "Name of the forecast category that is associated with the forecast type. Possible values are: Opportunity.ForecastCategoryName"
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},
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"dateField": {
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"type": "string",
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"description": "Field that is used for the forecast type’s date type. For example, the CloseDate field on Opportunity is used for opportunity close date-based forecast types. Possible values are: Opportunity.CloseDate OpportunityLineItem.ServiceDate OpportunityLineItemSchedule.ScheduleDate"
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},
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"familyField": {
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"type": "string",
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"description": "Use this field to group forecasts by product family. Possible values are: Product2.Family"
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},
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"masterLabel": {
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"type": "string",
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"description": "Controlling label for this forecasting source definition.",
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"required": true
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},
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"measureField": {
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"type": "string",
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"description": "Field that is used for the forecast type’s measure. For example, the Amount field on Opportunity is associated with revenue-based forecast types. Possible values are*: Opportunity.Amount Opportunity.Custom Opportunity.TotalOpportunityQuantity OpportunityLineItem.Custom OpportunityLineItem.Quantity OpportunityLineItem.TotalPrice OpportunityLineItemSchedule.Custom OpportunityLineItemSchedule.Quantity OpportunityLineItemSchedule.Revenue OpportunitySplit.Custom OpportunitySplit.SplitAmount *Where Custom represents the name of the custom field that a forecast type’s measure is based on. Example: Use Megawatts__c to forecast energy consumption."
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},
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"sourceObject": {
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"type": "string",
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"description": "Object associated with this forecasting source definition. Possible values are: Opportunity OpportunityLineItem OpportunityLineItemSchedule OpportunitySplit Product2",
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"required": true
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},
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"territory2Field": {
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"type": "string",
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"description": "For a territory-based forecast type, indicates the field that is used for territory information. Possible values are: Opportunity.Territory2Id For user role-based forecast types, this value is null."
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},
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"userField": {
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"type": "string",
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"description": "Specifies who owns the forecast. Possible values are: Opportunity.OwnerId OpportunitySplit.SplitOwnerId"
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}
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},
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"wsdl_segment": "```xml\n<xsd:complexType name=\"ForecastingSourceDefinition\">\n <xsd:complexContent>\n <xsd:extension base=\"tns:Metadata\">\n <xsd:sequence>\n <xsd:element name=\"categoryField\" minOccurs=\"0\" type=\"xsd:string\"/>\n <xsd:element name=\"cdpDataspace\" minOccurs=\"0\" type=\"xsd:string\"/>\n <xsd:element name=\"dateField\" minOccurs=\"0\" type=\"xsd:string\"/>\n <xsd:element name=\"externalSourceObject\" minOccurs=\"0\" type=\"xsd:string\"/>\n <xsd:element name=\"familyField\" minOccurs=\"0\" type=\"xsd:string\"/>\n <xsd:element name=\"isProtected\" minOccurs=\"0\" type=\"xsd:boolean\"/>\n <xsd:element name=\"masterLabel\" type=\"xsd:string\"/>\n <xsd:element name=\"measureField\" minOccurs=\"0\" type=\"xsd:string\"/>\n <xsd:element name=\"sourceObject\" minOccurs=\"0\" type=\"xsd:string\"/>\n <xsd:element name=\"territory2Field\" minOccurs=\"0\" type=\"xsd:string\"/>\n <xsd:element name=\"userField\" minOccurs=\"0\" type=\"xsd:string\"/>\n </xsd:sequence>\n </xsd:extension>\n </xsd:complexContent>\n</xsd:complexType>\n<xsd:complexType name=\"Metadata\">\n <xsd:sequence>\n <xsd:element name=\"fullName\" minOccurs=\"0\" type=\"xsd:string\"/>\n </xsd:sequence>\n</xsd:complexType>\n```",
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"declarative_metadata_sample_definition": [
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{
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"description": "The following is an example of a ForecastingSourceDefinition component.",
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"code": "<?xml version=\"1.0\" encoding=\"UTF-8\"?>\n<ForecastingSourceDefinition xmlns=\"http://soap.sforce.com/2006/04/metadata\">\n <masterLabel>TestFsd</masterLabel>\n <sourceObject>Opportunity</sourceObject>\n <measureField>Opportunity.Amount</measureField>\n <dateField>Opportunity.CloseDate</dateField>\n <userField>Opportunity.OwnerId</userField>\n <categoryField>Opportunity.ForecastCategoryName</categoryField>\n</ForecastingSourceDefinition>"
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}
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]
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}
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