Configuration Layer
Use the data lake objects (DLOs) of this layer to define the rules for the accrual engine.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions where Trade Promotion Management, Data Cloud, and CRM Analytics are enabled |
DLO: accrualrulemeta__dll
| Label | API_Name | Type | Description | Example Value |
|---|---|---|---|---|
| ID | Id__c | Text | Unique primary key for this record | a326631d-2619-4e5e-84e9-d2e937b64f1d |
| Name | Name__c | Text | Name of the accrualrulemeta. The value references this record together with the UsageTag. The combination of Name and UsageTag must be unique. | VolumeRebate |
| Description | Description__c | Text | Description for the accrual rule. | This accrual rule generates liability accruals for volume rebates based on shipped actuals. |
| RuleType | RuleType__c | Text | Applicable rule type. See Rule Types and Processing. | Dynamic |
| accrualinputanchor | accrualinputanchor__c | Text | Reference to accrualinputanchor to use for this rule. | 36e05f90-28f5-464c-b975-ce136037e35d |
| accrualclaimanchor | accrualclaimanchor__c | Text | Reference to accrualclaimanchor to use for this rule. | 10b09700-040d-4909-a018-2c25b358aba1 |
| accrualinputmeta | accrualinputmeta__c | Text | Accrual inputs matched with the rule. | 7ee5bbcb-546b-42f9-9d72-50d10c51d283 |
| accrualoutputmeta | accrualoutputmeta__c | Text | Properties of the accrual output record generated. | 457605e0-526a-460f-acbb-a230039f5824 |
| UsageTag | UsageTag__c | Text | An identifier for your app or use case. Records with different UsageTag don't interact with each other. | TPMAccrual_0001 |
| SfdcOrganizationId | SfdcOrganizationId__c | Text | The ID of your Salesforce Org. | 00DWz000005IYTNMA4 |
| TierType | TierType__c | Text | Applicable tier type. | Stepped |
| tierinputmeta | tierinputmeta__c | Text | For retroactive tiers, reference to accrualinputmeta to calculate tier thresholds. | 3fda6d8a-c4bd-46ad-885d-a9bde8b22179 |
| tierinputanchor | tierinputanchor__c | Text | For retroactive tiers, reference to accrualinputanchor used with tierinputmeta to match tier inputs. | 36e05f90-28f5-464c-b975-ce136037e35d |
| baselineinputmeta | baselineinputmeta__c | Text | Reference to accrualinputmeta to calculate growth program baselines. | 3fda6d8a-c4bd-46ad-885d-a9bde8b22179 |
| baselineinputanchor | baselineinputanchor__c | Text | Reference to accrualinputanchor to match baseline inputs. | 36e05f90-28f5-464c-b975-ce136037e35d |
DLO: accrualclaimanchor__dll
| ID | Id__c | Text | Unique ID for the accrualclaimanchor | 10b09700-040d-4909-a018-2c25b358aba1 |
| SfdcOrganizationId | SfdcOrganizationId__c | Text | Salesforce Organization ID | 00DTC000004e31h |
| UsageTag | UsageTag__c | Text | Use case identifier. | TPMAccrual_0001 |
| Source1 | Source1__c | Boolean | Determines whether to consider Source1 for claim matching. | False |
| Source2 | Source2__c | Boolean | Determines whether to consider Source2 for claim matching. | True |
| Account | Account__c | Boolean | Determines whether to consider account for claim matching. | True |
| Product | Product__c | Boolean | Determines whether to consider product for claim matching. | True |
| Anchor1 | Anchor1__c | Boolean | Determines whether to consider anchor1 for claim matching. | False |
| Anchor2 | Anchor2__c | Boolean | Determines whether to consider anchor2 for claim matching. | False |
| Anchor3 | Anchor3__c | Boolean | Determines whether to consider anchor3 for claim matching. | False |
| TimeRange | TimeRange__c | Boolean | Determines whether the claim date is compared with the DateFrom and DateThru of the accrual rule. | False |
DLO: accrualperiod__dll
| ID | Id__c | Text | Unique ID of the period | 2025_09 |
| UsageTag | UsageTag__c | Text | UsageTag of the period | TPM_0001 |
| DateFrom | DateFrom__c | Date | The first day of the period | 2025-09-01 |
| DateThru | DateThru__c | Date | The last day of the period | 2025-09-30 |
| PeriodType | PeriodType__c | Text | Period for the calculation. Can be either FinancialPeriod or FinancialYear. | FinancialPeriod |
DLO: accrualinputanchor__dll
| ID | Id__c | Text | Unique ID for the accrualinputanchor. | 36e05f90-28f5-464c-b975-ce136037e35d |
| SfdcOrganizationId | SfdcOrganizationId__c | Text | Salesforce Organization ID. | 00DTC000004e31h |
| UsageTag | UsageTag__c | Text | Use case identifier. | TPMAccrual_0001 |
| Account | Account__c | Boolean | Determines whether to consider account for accrual calculation. | True |
| Product | Product__c | Boolean | Determines whether to consider product for accrual calculation. | True |
| Anchor1 | Anchor1__c | Boolean | Determines whether to consider anchor1 for accrual calculation. | False |
| Anchor2 | Anchor2__c | Boolean | Determines whether to consider on anchor2 for accrual calculation. | False |
| Anchor3 | Anchor3__c | Boolean | Determines whether to consider on anchor3 for accrual calculation. | False |
| TimeRange | TimeRange__c | Boolean | Determines whether the input date is compared with the DateFrom and DateThru of the accrual rule. | True |
DLO: accrualinputmeta__dll
| ID | Id__c | Text | Unique ID for the record. | 7ee5bbcb-546b-42f9-9d72-50d10c51d283 |
| Name | Name__c | Text | Name of the accrualinputmeta. | ShippedActuals |
| Description | Description__c | Text | Description for the accrual input meta. | This input represents the quantity of actual number of product shipped. |
| Code | Code__c | Text | Code for the accrualinputmeta. This field references the record together with the UsageTag. The combination of Code and UsageTag must be unique. | SHIP |
| UsageTag | UsageTag__c | Text | Use case identifier. Records with different UsageTag don't interact with each other. | TPMAccrual_0001 |
| SfdcOrganizationId | SfdcOrganizationId__c | Text | Salesforce Organization ID. | 00DTC000004e31h |
DLO: accrualclaimmeta__dll
| ID | Id__c | Text | Unique ID for the record | 8c1a997f-2cfb-4e1b-ae5d-3b394580c9ec |
| Name | Name__c | Text | Name of the accrualclaimmet. This field references the record together with the UsageTag. The combination of Name and UsageTag must be unique. | PaidAmount |
| Description | Description__c | Text | Description for the accrualclaimmeta. | This claim contains paid amount for linked accruals |
| UsageTag | UsageTag__c | Text | Use case identifier. Records with different UsageTag don’t interact with each other. | TPMAccrual_0001 |
| SfdcOrganizationId | SfdcOrganizationId__c | Text | Salesforce Organization ID. | 00DTC000004e31h |
DLO: accrualoutputmeta__dll
| ID | Id__c | Text | Unique ID for the record. | 457605e0-526a-460f-acbb-a230039f5824 |
| Name | Name__c | Text | The name of the accrualoutputmeta. | AccruedAmount |
| Description | Description__c | Text | Description for the accrual output meta. | Accrued amount |
| OutputCode | OutputCode__c | Text | Code included in the generated outputs. | ACCR |
| Precision | Precision__c | Number | Number of rounded decimal digits for the generated accrual outputs. | 2 |
| UsageTag | UsageTag__c | Text | Use case identifier. Records with different UsageTag don’t interact with each other. | TPMAccrual_0001 |
| SfdcOrganizationId | SfdcOrganizationId__c | Text | Salesforce Organization ID. | 00DTC000004e31h |
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