These are the data model updates for this release.
New Data Model Objects
We added these objects to the data model for this release:
New Object
Description
Cached Data Set
This object is used to group records in caching objects, such as
the Datastore, and control the activation of the group using the
IsActive flag.
This object includes the following
fields:
CachedDataSet Name
Is Active: Indicates if the
cached data set is active.
Contract Group
This object represents a collection of service points or service
accounts.
This object includes the following
fields:
Contract
Quote Group
Generic DocuSign Document
This object provides information about the documents attached in a
DocuSign eSignature envelope.
This object includes the following fields:
Document Identifier: A document
identifier within a DocuSign envelope.
Document Name
Document Source Id: SObject Id
where the document was sourced.
Document Source Type: SObject
where the document was sourced.
Generic Envelope
Envelope Identifier
File Extension: File extension
of the document that was sourced.
Generic DocuSign Envelope
This object stores information about DocuSign
envelopes.
This object includes the following
fields:
Completed Date: Date the
envelope was completed.
Declined Date
Email Message: Message sent to
the recipient.
Email Subject
Envelope Identifier
Envelope Uri
Last Poll Date
Opportunity
Order
Quote
Sent Date
Status
Status Date: Date the envelope
status was updated.
Viewed Date
Voided Date
Voided Reason
Generic DocuSign Recipient
This object provides information about the status of each
recipient in a DocuSign eSignature envelope.
This object
includes the following fields:
Access Code: This optional
element specifies the access code a recipient has to enter to
validate their identity.
Contact
Date Declined
Date Delivered
Date Sent
Date Signed
Decline Reason
Delivery Method
Generic Envelope
Envelope Identifier
Host Email: This is used for
recipients that sign in-person.
Language
Recipient Name
Recipient Id
Routing Order
Signer Name
Status
Type
Opportunity Group
This object represents a collection of service points, service
accounts, or any other grouping object.
This object includes
the following fields:
Async Job: Stores the
asynchronous job ID of any jobs running on this group.
Async Operation: Stores the
asynchronous operation name of the group when it is locked for
asynchronous operation.
Description
Expected Member Count
Group Cart: Reference to group
cart or associate cart.
Has Unapplied Group
Items
Locked By User: Indicates if an
opportunity group is locked by a user.
Locked For: Reason for locking
the opportunity group.
Member Count
Member Type: Stores developer
name of CPQ Member Type custom metadata.
Multi Service Message Data:
Stores messages that are generated and displayed in a MultiService
feature.
Group One Time Cost Total:
Final one-time cost total of all individual group items.
One Time Margin Total
Group One Time Total: Final
one-time total of all individual group items.
Opportunity Group Margin
Total
Opportunity
Group Recurring Cost Total:
Final total of the recurring cost of all individual group
items.
Recurring Margin Total
Group Recurring Total: Final
recurring total of all individual group items.
Group Usage Cost Total: Final
usage cost total of all individual group items.
Usage Margin Total
Group Usage Price Total: Final
usage price total of all individual group items.
Order Group
This object represents a collection of service points or service
accounts.
This object includes the following
fields:
Async Job: Stores the
asynchronous job ID of any jobs running on this group.
Async Operation: Stores the
asynchronous operation name of the group when it is locked for
asynchronous operation.
Description
Expected Member Count
Group Cart: Reference to group
cart or associate cart.
Has Unapplied Group
Items
Locked By User: Indicates if an
opportunity group is locked by a user.
Locked For: Reason for locking
the opportunity group.
Member Count
Member Type: Stores developer
name of CPQ Member Type custom metadata.
Multi Service Message Data:
Stores messages that are generated and displayed in a MultiService
feature.
Group One Time Cost Total:
Final one-time cost total of all individual group items.
One Time Margin Total
Group One Time Total: Final
one-time total of all individual group items.
Order Group Margin Total
Order
Quote Group: Corresponding
Quote Group from which this record is created.
Group Recurring Cost Total:
Final total of the recurring cost of all individual group
items.
Recurring Margin Total
Group Recurring Total: Final
recurring total of all individual group items.
Group Usage Cost Total: Final
usage cost total of all individual group items.
Usage Margin Total
Group Usage Price Total: Final
usage price total of all individual group items.
Quote Group
A quote group can be a collection of service points or service
accounts.
This object includes the following
fields:
Async Job: Stores the
asynchronous job ID of any jobs running on this group.
Async Operation: Stores the
asynchronous operation name of the group when it is locked for
asynchronous operation.
Description
Expected Member Count
Group Cart: Reference to group
cart or associate cart.
Has Unapplied Group
Items
Locked By User: Indicates if an
opportunity group is locked by a user.
Locked For: Reason for locking
the opportunity group.
Member Count
Member Type: Stores developer
name of CPQ Member Type custom metadata.
Multi Service Message Data:
Stores messages that are generated and displayed in a MultiService
feature.
Group One Time Cost Total:
Final one-time cost total of all individual group items.
One Time Margin Total
Group One Time Total: Final
one-time total of all individual group items.
Quote
Quote Group Margin Total
Group Recurring Cost Total:
Final total of the recurring cost of all individual group
items.
Recurring Margin Total
Group Recurring Total: Final
recurring total of all individual group items.
Group Usage Cost Total: Final
usage cost total of all individual group items.
Usage Margin Total
Group Usage Price Total: Final
usage price total of all individual group items.
Vlocity Contract Service Log
This object contains information about contract service requests
made.
This object includes the following fields:
Context Id
Context Type
DateTime Accepted
DateTime Completed
DateTime Started
Job Type
Request Data
Response Data
Service Type
Status
User Id
Enhanced Data Model Objects
We added fields and made other enhancements to the following objects for
this release:
Enhanced Object
What's Changed
Asset
This object includes the following fields:
Product Group Key
Product Hierarchy Group Key
Path: Stores the result string obtained by replacing
every Product Id in the Product Hierarchy Path with its Version
Group key.
Vlocity Attribute
This object represents the definition of an attribute which can be
used to profile, describe or configure items tracked in the
database.
This object includes the following
field:
Exclude From Basket Cache:
Indicates if a product attribute should be excluded from the Basket
Cache Key. When this field is set to false, the attribute is
included while generating the Basket Cache Key.
Catalog Product Relationship
This object includes the following field:
Product Group Key: Version
group key of the product.
Contract
This object includes the following fields:
Contract Group
Last DocuSign Envelope
Id
Last DocuSign Envelope
Status
Last DocuSign Job Id
Contract Document
This object represents an online version of a contract document. A
contract document can have physical files, like Word or PDF files,
attached to it.
This object includes the following fields:
Contains Reconcile Redlines:
Indicates if the contract reconcile section contains at least one
redline.
Count Of Contains Reconcile
Redlines: Total count of sections that contain redlines
in the document version.
Is Section Info Stored On Doc:
Indicates whether the Section Id information is populated on the
document generated through Docx Templates.
Contract Document Section
This object contains details about each section of a generated
contract document.
This object includes the following fields:
Contains Reconcile Redlines:
Indicates if the contract reconcile section contains at least one
redline.
Remove Line After Section: If
checked, a new line is not added after the section.
Customer Interaction Topic
This object captures data discussed or addressed during a customer
interaction such as a customer account, a customer asset, a quote, or a
case. This object could even be a specific field or aspect of an object
such as a charge on a bill or a co-pay on a health insurance
coverage.
This object includes the following
fields:
Outcome: Captures the end
result of the customer interaction topic.
Process Name: Captures the
guided process that has created the customer interaction
topic.
Reason: Captures the reason of
the outcome.
Subscription: Records the
subscription ID related to the customer interaction topic.
Vlocity Data Store
This object is to be used as a persistent cache.
This
object includes the following field:
Cached Data Set: Identifies a
Cached Data Set entry.
Document
This object includes the following field:
Document Source Id
Document Section
This object includes the following field:
Remove Line After Section: If
checked, a new line is not added after the section.
Document Template
This object includes the following field:
Is Section Ids Replaced: If
checked, indicates that the DOCX contract boundary sections have
been processed.
Document Template Section
This object includes the following field:
Remove Line After Section: If
checked, a new line is not added after the section.
Docusign Envelope Object Limits
This object includes the following field:
Setup Value
Docusign Envelope Object Setting
This object includes the following fields:
Docusign Account Brand
Docusign Expire After
DocuSign Expire Enabled
DocuSign Expire Warn
DocuSign Reminder Delay
DocuSign Reminder
Frequency
DocuSign Reminder
Enabled
DocuSign Use Account Default
Notification
Vlocity OmniScript
This object includes the following field:
Omni Process Type: Indicates
the type of Omni Process - OmniScript, Integration Procedure, or
Test Procedure.
Saved OmniScript
This object includes the following field:
Custom Status
Opportunity Product
This object includes the following fields:
Product Group Key: Version
Group Key of Product.
Product Hierarchy Group Key
Path: Stores the string resulting from replacing every
Product Id in the Product Hierarchy Path with its Version Group
key.
Order
This object includes the following fields:
First Submitted Date: Date of
first submission to order management.
Multi Service Message Data:
Stores messages that are generated and displayed in a MultiService
feature.
Queued Timestamp: Timestamp
when order submission is queued.
Order Product
This object includes the following fields:
Product Group Key: Version
Group Key of Product.
Product Hierarchy Group Key
Path: Stores the string resulting from replacing every
Product Id in the Product Hierarchy Path with its Version Group
key.
Product Override Definition
This object identifies an overriding product child item or
attribute assignment.
This object includes the following fields:
Product Group Key: Version
Group Key of Product.
Product Hierarchy Group Key
Path: Stores the string resulting from replacing every
Product Id in the Product Hierarchy Path with its Version Group
key.
Promotion Item Group Key:
Global group key of the promotion item.
Product
This object includes the following fields:
Object Type Name
Specification Type Name
Product Child Item
This object represents relationships between the parent insurance
product (such as plan types and policy types) and its child component
specifications including coverages, insured parties and insured
items.
This object includes the following fields:
Child Product Name
Parent Product Name
Product Configuration Procedure
This object acts on attributes to hide them, disable them, require
a value for them, assign a specific value to them or constrain the
available choices for them.
This object includes the following field:
Product Group Key: Version
group key of product.
Product Relationship
This object represents relationships between two insurance
products and their child components that defines the optional coverage
specifications for a policy.
This object includes the following fields:
Product Group Key: Version
group key of product.
Related Product Group
Key
Project Item
This object includes the following fields:
Action
Root Item: Salesforce Id of the
root project item under which this project item belongs.
Promotion
This object stores the definition of promotional pricing that can
be made available to customers.
This object includes the following fields:
Cpq Engine Hints: Defines
configurations used in the CPQ Engine and Digital Commerce.
Promotion Item
This object represents the product or service that is applicable
or automatically included for promotions.
This object includes the following fields:
Context Product Group
Key
Quote
This object includes the following fields:
Parent Quote: Indicates if the
quote has a parent quote. Parent quote here also refers to a master
quote.
Quote Group: The group to which
the service point associated with this quote is linked.
Quote Line Item
This object includes the following fields:
Product Group Key: Version
group key of product.
Product Hierarchy Group Key
Path: Stores the string resulting from replacing every
Product Id in the Product Hierarchy Path with its Version Group
key.
Subscription
This object includes the following fields:
Old MSISDN: Stores the previous
phone number of the Subscription.
Service Identifier: Unique
identifier of the service used by the customer.
Trailing Document Placeholder
This object tracks documents that are needed to make decisions
about insurance related processes. For example, an application for life
insurance may require one or more medical tests whose results must be
submitted before underwriting can proceed. Trailing document
placeholders can be tracked for quotes, applications, policies, claims
or cases.
This object includes the following fields:
Involved Property
Involved Injury
Vlocity Attachment
This object represents a link to content that is either stored as
an attachment in Salesforce or as web content in any URL-addressable
content store.
This object includes the following fields:
Product Group Key: Version
group key of product.
We added descriptions to these fields:
Object
Description
Vlocity Action
This object includes the following fields:
Execution Sequence: Determines
the order in which Vlocity Actions are executed during a state
transition.
Invocation Method Input: Input
parameter that is passed on toInvokeMethodName__c at runtime.
IsStateDefaultAction: Indicates
if this is a default action. During a state transition, by default,
only default actions are executed.
Vlocity State Model Version:
The Vlocity State Model Version to which this Vlocity Action is
specific.
Vlocity State Model Version
This object includes the following fields:
Additional Objects: Write
conditions and the relationship field to
StateModel__c.ObjectAPIName__c. This is used to pull data from the
parent to all applicable child objects.
On Creation Action: The action
executed when an object record for which the state model is set up
gets created.
Rule Evaluation Class Name: The
custom Apex class for evaluating Vlocity State Transition
Rules.
Rule Evaluation Method Name:
The method in the custom Apex class for evaluating Vlocity State
Transition Rules.
Vlocity State Transition
This object represents a state transition allowed within a given
version of a Vlocity State Model. Master-detail child object of Vlocity
State Model Version.
This object includes the following fields:
Alternate: A state to which an
object transitions if the state transition criteria is not met and
the primary state transition is unsuccessful.
Default Transition: Indicates
if ToState is the default transition from the FromState.
State Transition Completion
Criteria: Determines when the state transition happens.
For example, when the mode is set to AllTrue, the transition is
affected only when all rules defined for the transition pass.
Vlocity State Transition Rule
This object stores the rules configured to be executed on an
object state transition and the actions that get executed when the rules
evaluate to true.
This object includes the following fields:
Active: Indicates if the rule
is active.
Conditions: Describes rule
conditions.
Execution Sequence: The rule
execution sequence.
False Action: This is an
optional action associated with the rule. If rule evaluation is
false, this action is executed.
True Action: This is an
optional action associated with the rule. If rule evaluation is
true, this action is executed.
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