Managed package components

Fullcast’s managed package installs all of its components into your Salesforce environment. After initial installation, your Fullcast customer success manager will support you in ensuring you have the latest version of the package.

Below are the list of objects and fields, both standard and custom, that are involved with Fullcast’s processes. For more details on Apex classes and triggers, Aura and Lightning Web Components, page layouts and others, please contact your Fullcast implementation consultant or customer success manager.

GTM plan components

Go-to-market plans for territories, teams, and products involve the following components.

Fullcast GTM

The Fullcast managed package installs the Fullcast GTM as a custom object. For each node in a plan hierarchy, there is one GTM record.

Component name	Type	Description
Expression	Custom Field	A summary of the rules used to create the plan node.
External ID	Custom Field	Fullcast-generated unique identifier for the record.
GTM Type	Custom Field	Corresponds to the plan type the node is from: Segments (Territory), Teams, Products.
L1, L2, L3 … L15	Custom Field	Record identification number of the GTM for each level above the given GTM.
L1 Name, L2 Name, L3 Name … L15 Name	Custom Field	Same as above but user-created name.
Leaf Node	Custom Field	True / False: indicates whether the node is a leaf node.
Node Level	Custom Field	Indicates the level of the hierarchy where the node is located.
Plan Id	Custom Field	Identification number of the plan which the node was created from.
Plan Name	Custom Field	Name of the plan which the node was created from.
Territory Member Count	Custom Field	Number of territory members associated with the given GTM record. (Only relevant for territory plan GTMs).
FullcastGTMTrigger	Apex Trigger

Territory Member

The Fullcast managed package installs the Territory Member as a custom object. The Territory Member is a junction object that connects Accounts to their associated Fullcast GTM record from a Fullcast Territory plan.

Field Name	Type	Description
Account	Custom Field	The account associated with the territory member.
Fullcast GTM	Custom Field	Lookup to the GTM record associated with the territory member.
Fullcast Reference ID	Custom Field	A unique identifier used to reference the Territory Member within the Fullcast system.
Is Invalid	Custom Field	A flag indicating whether the Territory Member record is invalid, often used to clean up duplicate records generated during mergers.
Plan Id	Custom Field	Identifies the specific plan within Fullcast to which the Territory Member belongs.
Routing Modified Date	Custom Field	Last date the territory member was updated by a routing policy. Important for the ignore routed objects auto rerun rules setting.
Territory External Id	Custom Field	A unique identifier used to reference the territory in external systems.
FullcastTerritoryMember Trigger	Apex Trigger

Team Member

The Fullcast managed package installs the Team Member as a custom object. The Team Member is a junction object that connects Users (people) to their associated Fullcast GTM record from a Fullcast Team plan.

Field Name	Type	Description
Fullcast GTM	Custom Field	Lookup to the GTM record associated with the team that the team member is from.
Fullcast Reference ID	Custom Field	A unique identifier used to reference the Team Member within the Fullcast system.
Is Invalid	Custom Field	A flag indicating whether the Team Member record is invalid, often used to clean up duplicate records generated during mergers.
Plan Id	Custom Field	Identifies the specific plan within Fullcast to which the Team Member belongs.
Routing Modified Date	Custom Field	Records the timestamp of the last change to routing-specific criteria for this member (such as availability status or skill weighting).
Territory External Id	Custom Field	The unique external identifier for the territory associated with this team member.
User	Custom Field	A lookup field connecting this Team Member record to the actual Salesforce User (the specific employee) filling the role.
FullcastTeamMemberTrigger	Apex Trigger	The automation code that runs whenever a Team Member is created, updated, or deleted.

Product Group Member

A junction object that connects Products to their associated Fullcast GTM record.

Field Name	Type	Description
Fullcast GTM	Custom Field	Lookup to the GTM record associated with the team that the product member is from.
Fullcast Reference ID	Custom Field	A unique identifier used to reference the Product Group Member within the Fullcast system.
Is Invalid	Custom Field	A flag indicating whether the Product Group Member record is invalid, often used to clean up duplicate records generated during mergers.
Plan Id	Custom Field	Identifies the specific plan within Fullcast to which the Product Group Member belongs.
ProductGroup	Custom Field	A lookup field that links this record to the specific Product or Product Group definition.
Routing Modified Date	Custom Field	Records the timestamp of the last update to routing-specific criteria for this product group.
Territory External Id	Custom Field	The unique external identifier for the territory associated with this product group member.

Account team member

The Fullcast managed package adds or modifies the following fields on the standard Salesforce account team member object.

Field Name	Type	Description
Assignment End Date	Custom Field	The date on which the team member's coverage assignment to the account team ends.
Assignment Start Date	Custom Field	The date on which the team member's coverage assignment to the account team begins.
Assignment Type	Custom Field	Specifies the type of assignment, such as permanent, temporary, or transfer.
External ID	Custom Field	A unique identifier used to reference the account team member in external systems. If an account team member has a value in this field, it indicates Fullcast created the record.
Fullcast GTM	Custom Field	The GTM record associated with the territory that the account is in.
Change Role	Button or Link	Allows the user to change the role of the team member within the account team.
Edit Assignment	Button or Link	Enables the user to edit the details of the team member's assignment, such as start and end dates or assignment type.
Terminate Assignment	Button or Link	Provides the option to terminate the team member's assignment, removing them from the account team.
Terminate Employee	Button or Link	Facilitates the termination of an employee, including selecting a termination date and identifying replacement options.
Update Assignment	Button or Link

Fullcast Industry Taxonomy

The Fullcast managed package installs the Fullcast Industry Taxonomy as a custom object. The Fullcast Industry Taxonomy is used to relay your custom Industry Taxonomy as defined in Fullcast.

Field Name	Type	Description
Industry	Custom Field	Represents the specific industry classification within the taxonomy being defined in Fullcast.
Industry External Id	Custom Field	A unique identifier used to reference the industry in external systems, ensuring consistency and accuracy in data integration.
NAICS CODE	Custom Field	The North American Industry Classification System (NAICS) code, a six-digit code used to classify business establishments by their primary economic activity.
Sector	Custom Field	The sector classification within the industry taxonomy, representing a broader category of related industries.
SIC Code	Custom Field	The Standard Industrial Classification (SIC) code, a four-digit code used to identify the primary economic activity of a business in the US.
Sub Sector	Custom Field	A more specific classification within a sector, providing further granularity in the industry taxonomy.
Super Sector	Custom Field	The highest-level classification within the industry taxonomy, grouping related sectors under a broader category.

General policy objects and fields

Fullcast policy rules

Contain the settings for a given Fullcast policy.

Field Name	Type	Description
Condition	Custom Field	Specifies the logical condition (AND/OR) to be applied between criteria.
Criteria	Custom Field	Defines the type of comparison or matching logic to be used, such as Field Compare or Fuzzy Logic.
Field 1	Custom Field	The API name of the field from Field 1 Object that will be compared.
Field 1 Object	Custom Field	Indicates the object (Lead, Contact, or Account) whose field will be compared.
Field 2	Custom Field	The API name of the field from the Account object that will be compared with Field 1.
Field 2 Object	Custom Field	Always set to Account, representing the object to be compared with Field 1 Object.
Module	Custom Field	An optional field to categorize the rule under a specific module.
Module Name	Custom Field	The name of the module associated with the rule.
Operator	Custom Field	Specifies the operation (e.g., Equals, Not Equal To) to be performed between Field 1 and Field 2.
Order	Custom Field	Determines the sequence in which the rule should be executed.
String	Custom Field	Used to provide a literal string value for comparison when the Criteria field is set to LITERAL.
Order Validation Rule	Validation Rule	A system check that ensures the value entered in the Order field is a valid positive number, preventing sequencing errors.

Fullcast policy status

The Fullcast Policy Status custom object records the execution details of Fullcast policies, including routing, holdouts, and other automated processes. It provides comprehensive information on the policy's input, process, and output, helping diagnose issues and verify successful execution.

Field Name	Type	Description
Account	Custom Field	References the Account object involved in the policy execution.
Case	Custom Field	References the Case record associated with the policy execution.
Comments	Custom Field	The Comments field displays information on how the policy executed.
Contact	Custom Field	References the Contact record involved in the policy execution.
Executed Policy	Custom Field	The name of the policy that executed to generate the policy status.
GTM	Custom Field	The Fullcast GTM record associated with the record involved with the policy execution.
Lead	Custom Field	References the Lead record associated with the policy execution.
Lead Id	Custom Field	References the Lead identification number associated with the policy execution.
Opportunity	Custom Field	References the Opportunity record associated with the policy execution.
Plan Id	Custom Field	Stores the unique identifier of the plan under which the policy was executed.
Policy	Custom Field	The type of Fullcast policy that was called, such as Lead Routing or Service Level Agreement.
Policy Action	Custom Field	Summary of actions performed while executing the policy.
Policy Status	Custom Field	Indicates whether the policy executed successfully or not.
Transaction Id	Custom Field	Stores the unique identifier of the transaction for tracking and auditing purposes.

Fullcast policy error logs

The Fullcast Policy Error Logs custom object captures detailed technical information about issues encountered during policy execution. It is used to diagnose problems when a Fullcast Policy Status record is missing, incomplete, or shows a failure, providing deeper insights into the root cause of the issue.

Field Name	Type	Description
Class Name	Custom Field	Identifies the policy class that was attempting to run when the error occurred.
Comma Sep Params	Custom Field	Records the sequence and values of important internal data at various stages of a Fullcast operation for troubleshooting.
Error Message	Custom Field	Provides a summary of the error encountered during policy execution.
Error Type	Custom Field	Specifies the type of error, such as GovernorLimits, Debug, or System exceptions.
Line Number	Custom Field	Indicates the specific line in the code where the error occurred.
Method Name	Custom Field	Names the method within the class where the error was triggered.
Stack Trace	Custom Field	Contains the detailed stack trace information to help diagnose the root cause of the error.
Error Logging Trigger	Apex Trigger	An automated script that executes whenever a new error log is created.

Fullcast policy setting

The Fullcast Policy Setting custom object in Salesforce is used to configure and manage various Fullcast policies, such as routing and territory assignments, by storing policy settings and controlling how certain values are stamped during policy execution.

Field Name	Type	Description
Field Value	Custom Field	Stores the specific configuration data, limit, or parameter value that governs the behavior of the policy.
Module Name	Custom Field	Identifies the specific Fullcast functional area (such as "Routing", "Territory", or "Data Quality") to which this setting applies.

Routing policy objects and fields

Fullcast routing queues

The Fullcast routing queue object represents a routing policy defined in Fullcast that operates within Salesforce to automatically assign records. This object stores a defined set of rules that govern record distribution. The fields and values correspond to the configuration of routing policy stages.

Field Name	Type	Description
Account Field for Role Tag	Custom Field	This field specifies which field on the Account object contains the role information to be used for role-based routing.
Additional Notification Text	Custom Field	A text area used for custom text to be included in assignment notifications.
Additional users to be notified	Custom Field	This field specifies any additional users who should receive notifications when a record is routed by this queue.
Capacity limit	Custom Field	A number field that sets the maximum capacity or limit for assignments handled by the queue.
Create Account if no match exist	Custom Field	A checkbox that, when enabled, allows the system to create a new account if no existing match is found during the routing process.
Current participant weightage	Custom Field	This text field holds an identifier for the current participant in the weighted round-robin routing sequence.
Default Queue	Custom Field	This field specifies a fallback queue to be used for assignments if the current routing logic cannot be completed.
Default User	Custom Field	A lookup to a user who will be assigned a record as a fallback if no other participant can be assigned.
Description	Custom Field	A text field for providing a description of the routing queue's purpose.
Don’t Update Owner	Custom Field	A checkbox that prevents the routing process from changing the existing owner of a record.
Enable Round Robin Territory	Custom Field	This checkbox enables a round-robin assignment methodology for participants within a specified territory.
Enabled	Custom Field	A checkbox that indicates whether the routing queue (policy) is active or inactive.
Exception List	Custom Field	A long text area field that contains lists of records or criteria to specifically exclude from this queue's routing logic.
Excluded Team Participants	Custom Field	This field specifies team members who should be explicitly excluded from receiving assignments from this queue.
Field for matching criteria	Custom Field	A text field that defines the specific API name of the field to be used for matching criteria.
Field to Tag	Custom Field	This text field specifies which field on a record should be updated with the value from the "Tag Value" field after routing.
Ignore BMA Territory	Custom Field	A checkbox that instructs the routing logic to disregard BMA (Best Matched Account) territory assignments.
Index	Custom Field	A number field that determines the order of execution when multiple routing queues are being evaluated.
Lead AutoConvert	Custom Field	This checkbox enables the automatic conversion of a lead record that is successfully processed by the queue.
Look For Dupes in Last (days)	Custom Field	A number field that specifies the time window, in days, within which the system should search for duplicate records.
Matching value	Custom Field	This field holds the specific value that the system should look for within the "Field for matching criteria".
Minimum Score To Merge (For Exact Match)	Custom Field	This number sets the score threshold required to automatically merge records that are identified as exact matches.
Nonce	Custom Field	A number field used as a "number used once" to ensure a transaction is processed only a single time.
Object for matching criteria	Custom Field	A picklist field that specifies the Salesforce object to be queried when searching for matching records.
Operator	Custom Field	A picklist field that defines the logical operation, such as routing, that the queue will perform.
P1 - Exact Match	Custom Field	This picklist defines the first-priority rule set for identifying an exact duplicate record match.
P2 - Contacts Match Leads	Custom Field	This picklist defines the second-priority rule set for identifying duplicates by matching leads to existing contacts.
P3 - Domain based Match	Custom Field	This picklist defines the third-priority rule set for finding duplicate records by matching based on email domain.
Participant Teams	Custom Field	A field that lists the teams whose members are eligible to be assigned records from this queue.
Round Robin Territories	Custom Field	This field defines the specific territories that are subject to round-robin assignment rules.
Route By Team Role	Custom Field	A picklist that enables routing decisions to be based on a user's specific role within a team.
Routing Team Role	Custom Field	A text field that specifies the particular team role to be used for routing assignments.
Routing Territory Role	Custom Field	This field specifies the role within a territory that is designated to receive the routed record.
Skill Index and Weight Properties	Custom Field	A long text area that holds structured data defining the skills and their corresponding weights for assignment logic.
Skills	Custom Field	A text field for listing the skills required for a participant to be eligible to receive a routed record.
Skip if No Skills Match	Custom Field	When checked, this box instructs the system to bypass a participant if their skills do not match the assignment requirements.
Tag Field Mapping Set	Custom Field	This field defines a set of mappings for tagging multiple fields on a record after it has been routed.
Tag Value	Custom Field	The specific value that is stamped onto the field specified in the "Field to Tag" setting.
Tags	Custom Field	A text field used to apply identifying tags to the routing queue record itself for organizational or reporting purposes.
Territory	Custom Field	A lookup field that associates the routing queue with a specific Fullcast GTM territory record.
Territory Based Routing	Custom Field	A checkbox that enables routing logic based on the territory assigned to the record being processed.
Territory Exception	Custom Field	This field is used to define specific exceptions to the standard territory-based routing rules.
Territory External	Custom Field	This field holds an external, unique identifier for the associated territory, often used for integrations.
Total Count	Custom Field	A roll-up summary field that calculates a sum based on related Fullcast Queue Participant records, likely counting the total number of participants.
Type	Custom Field	A picklist field that specifies the type of object the queue is configured to route, such as Account.
Update Account Teams	Custom Field	When checked, this allows the routing process to automatically update the Account Team on the assigned record.
Update Role	Custom Field	A checkbox that permits the routing process to update a role field on the record being assigned.
Use Agent Login	Custom Field	This checkbox allows routing logic to consider an agent's login status as a factor for assignment eligibility.
Whether to Check for Duplicates	Custom Field	A checkbox that whether the duplicate checking functionality is enabled for this policy queue.
Default Queue Validity	Validation Rule	Restricts the use of a queue type to only Lead or Case types.
Only Default Queue or User can be filled	Validation Rule	Enforces that only one of the Default User or Default Queue fields can contain a value.
Territory and Tag Validation	Validation Rule	Requires that at least one of the Territory or Tags fields contains a value.

Fullcast queue participant

Fullcast queue participant object represents an individual user's membership and status within a specific routing queue. This object is a child of a parent "Fullcast Routing Queues" record and is linked to a Salesforce User.

Field Name	Type	Description
Account Role	Custom Field	Specifies the role a participant holds for an account assignment.
Agent Logged Out	Custom Field	A formula checkbox that indicates if the participant is currently logged out.
AssignedCount	Custom Field	A number field that counts the total number of records assigned to the participant.
Auto Created	Custom Field	A checkbox indicating if the participant record was created automatically.
Daily Limit	Custom Field	The maximum number of records a participant can be assigned in a single day.
Daily Limit Reached	Custom Field	A formula checkbox that becomes true when the participant's daily assignment count reaches their daily limit.
Daily Counter	Custom Field	Tracks the number of records assigned to the participant for the current day.
Disqualified	Custom Field	A formula checkbox indicating if the participant is currently disqualified from receiving assignments.
Hourly Limit Reached	Custom Field	A formula checkbox that becomes true when the hourly assignment limit is met.
HourlyCounter	Custom Field	A counter that tracks the number of records assigned to the participant in the current hour.
HourlyLimit	Custom Field	The maximum number of records a participant can be assigned in a single hour.
In Vacation	Custom Field	A formula checkbox that indicates if the participant is currently on vacation based on start and end dates.
Last Punched Time	Custom Field	A date/time field that records the last time an event, such as an assignment, occurred for the participant.
Participating	Custom Field	A checkbox that indicates whether the user is actively included in the routing logic of the queue.
Personal Limit	Custom Field	An overall assignment limit for the participant.
Personal Limit Reached	Custom Field	A formula checkbox that indicates if the participant's personal assignment limit has been met.
Queue Limit Reached	Custom Field	A formula checkbox indicating if the capacity limit for the parent queue has been reached.
Routing Queues	Custom Field	A master-detail relationship field that links the participant record to its parent Fullcast Routing Queues record.
Skills	Custom Field	A text field that lists the participant's skills, which are used for skills-based routing decisions.
Tags	Custom Field	A text field for applying organizational or identifying tags to the participant record.
Team	Custom Field	A lookup field that associates the participant with a Fullcast GTM team.
Territory	Custom Field	A lookup field that associates the participant with a Fullcast GTM territory.
Territory External	Custom Field	An external ID field for the participant's territory, intended for use with data integrations.
TerritoryRouting RoleFlag	Custom Field	A checkbox that likely flags the participant based on their specific role within territory-based routing.
Total Count	Custom Field	A number field that holds a total count of all-time assignments.
User	Custom Field	A lookup field that links the participant record to a specific Salesforce User record.
User Inactive	Custom Field	A formula checkbox that indicates if the linked Salesforce User is marked as inactive.
UserId	Custom Field	A formula field that returns the text ID of the linked Salesforce User.
VacationEnd	Custom Field	A date/time field specifying when the user's scheduled vacation period ends.
VacationStart	Custom Field	A date/time field specifying when the user's scheduled vacation period begins.
Weekly Counter	Custom Field	A counter that tracks the total number of assignments for the participant in the current week.
Weekly Limit	Custom Field	The maximum number of records a participant can be assigned in a single week.
Weekly Limit Reached	Custom Field	A formula checkbox that becomes true when the weekly assignment limit is met.
Weightage	Custom Field	A number field used to assign a weight to the participant, influencing their assignment frequency in a weighted round-robin system.
Role and User Validation	Validation Rule	Enforces that exactly one of the User or Account Role fields is populated (neither can be empty, and both cannot be filled).

Fullcast queue timing

Fullcast queue timing object defines the specific days and times during which a parent "Fullcast Routing Queue" is active and able to process records.

Field Name	Type	Description
ActiveRoutingRecord	Custom Field	A formula checkbox that indicates if the queue is active for routing during the specified time slot.
Current UTC Time	Custom Field	A formula field that displays the current time in UTC format.
Date	Custom Field	A date field used to specify the current date.
Day of the Week	Custom Field	A number field representing the day of the week for the schedule.
End Time	Custom Field	A text field that specifies the time at which the routing queue becomes inactive.
isQueueEnabled	Custom Field	A formula that checks if the parent routing queue is enabled overall.
QueueID	Custom Field	A formula field that displays the ID of the parent routing queue.
QueueSkills	Custom Field	A formula that pulls in the skills defined on the parent routing queue.
QueueTags	Custom Field	A formula field that displays the tags from the parent routing queue record.
QueueType	Custom Field	A formula that shows the "Type" (e.g., Account) of the parent routing queue.
Routing Queues	Custom Field	The master-detail relationship field linking this timing record to its parent routing queue.
Start Time	Custom Field	A text field that specifies the time at which the routing queue becomes active.
TodayEndDate	Custom Field	A formula that calculates the end date and time for the current day's routing window.
TodayStartDate	Custom Field	A formula that calculates the start date and time for the current day's routing window.
Date_Cannot_be_in_the_Past	Validation Rule	Prevents users from setting the date field to today or any date in the past.
ValidateDayInput	Validation Rule	Restricts the Day of the Week field value to a range of 0 through 6 (Sunday to Saturday).
ValidateEndTime	Validation Rule	Enforces that the End Time field strictly follows the HH:MM:SS format with mandatory leading zeros.
ValidateStartTime	Validation Rule	Enforces that the Start Time field strictly follows the HH:MM:SS format with mandatory leading zeros.
Queue Timing Layout	Page Layout

User

The managed package adds three fields to the user object, which are all for the purpose of managing users in routing policy queues.

Component Name	Type	Description
Vacation Start Date	Custom Field	Used for managing vacation start dates for purposes of routing queues.
Agent Logged In	Custom Field	Used to indicate whether an agent (user) is logged in for purposes of routing queues.
Vacation End Date	Custom Field	Used for managing vacation end dates for purposes of routing queues.

Compliance policy objects and fields

Fullcast Embargo Policy

The Fullcast embargo policy tracks the rules you create in Fullcast platform to identify and isolate specific records (like Accounts or Leads) based on lists, criteria, or country data. It is commonly used to enforce trade embargoes by matching records against official government lists (e.g., the U.S. Consolidated Screening List).

Component Name	Type	Description
active	Custom Field	A checkbox indicating whether the policy is active or inactive.
CountrySearchFields	Custom Field	Specifies which country-related fields (like BillingCountry or ShippingCountry) should be used to identify records in embargoed regions.
Criteria	Custom Field	The filter logic used to narrow down which records are checked by the policy. For example, you can set criteria to only check records where Billing Country is 'Russia'.
EnableFuzzyFlag	Custom Field	A checkbox that turns on approximate ("fuzzy") matching. This allows the policy to catch misspellings or slight variations in names.
FuzzyScore	Custom Field	Sets how close a match needs to be when EnableFuzzyFlag is active. A higher score requires a more exact match.
NameSearchFields	Custom Field	Specifies which fields on the record (like Name or Company) should be compared against the SearchList.
SearchList	Custom Field	A list of names, companies, or other text to screen against. Records whose fields match an entry in this list will be flagged by the policy.
TagValue	Custom Field	The specific text value that gets written into the Tags field when a record matches the policy. For example, "Embargoed" or "Restricted."
Tags	Custom Field	The API name of the field on the Target Entity where the result of the policy will be stored (e.g., Embargo_Status__c).
Target Entity	Custom Field	The Salesforce object that the policy will be applied to (e.g., Account, Lead, Contact).
Territory	Custom Field	A lookup to a specific "holding" territory. Matched records can be assigned here to isolate them from the main sales structure.
Territory External	Custom Field	A unique external ID for the holding territory, used mainly for data management and integrations.

Data policy objects and fields

Fullcast Account Hierarchy

The Fullcast Account Hierarchy object is used to define and automate the rules for building and maintaining corporate family trees within Salesforce.

Component	Type	Description
Active	Custom Field	A checkbox that indicates whether the policy is active.
Applicable Keys	Custom Field	Specifies which set of identifiers (such as DUNS Numbers, custom IDs, website domains) the policy should use to match parent and child accounts.
Hierarchy Fields	Custom Field	Defines the specific fields on the account object that will be populated with the hierarchy information (such as the standard ParentId field or a custom Ultimate_Parent__c field.)
Level	Custom Field	Specifies the different tiers of the hierarchy the policy should build, such as the immediate Parent, a Domestic Parent, or the global Ultimate Parent.
Simulate Custom Parent	Custom Field	A checkbox (True/False) that allows you to test the hierarchy logic without changing the official ParentId field. When checked, the policy runs in a "simulation mode."
Simulated Field	Custom Field	The API name of the custom field where the simulated parent account will be linked when Simulate Custom Parent is checked. This allows for previews and "what-if" analysis.
Simulated Ultimate Parent Field	Custom Field	The API name of the field where the top-level parent in the simulated hierarchy will be stored, used for testing and validation.
Target Entity	Custom Field	The Salesforce object the policy runs on. For this policy, the value is typically always Account.
Territory	Custom Field	An optional lookup to a specific territory. This can be used to group all accounts belonging to a single corporate family into a designated territory for management.
Territory External	Custom Field	A unique external ID for the associated territory, used for data management and integrations.

Fullcast Dupe Action

Label	Type	Description
Approval Required	Custom Field	Indicates if a manual review is necessary before executing the duplicate action.
Approved	Custom Field	Confirms that the proposed duplicate action has been authorized for processing.
Created By		Identifies the user who initially created the dupe action record.
Duplicate Set ID	Custom Field	Unique identifier linking the action record to the detected set of duplicate accounts
Fullcast Master Name	Custom Field	The system name or label for the specific dupe action record.
Last Modified By	Custom Field	Identifies the user who last updated the dupe action record.
Master Account	Custom Field	Reference to the Account chosen as the master record for the merge or action.
Owner	Custom Field	The user or queue responsible for managing the dupe action record.
Merge Approval	Button or Link	Button to give approval to merge duplicate records.

Fullcast Dupe Policy

Holds the settings for the a specific Dedupe Policy.

Component Name	Type	Description
Action	Custom Field	Specifies the resulting action when the policy is matched (e.g., Merge, Create Action Record).
Active	Custom Field	Toggles whether this specific duplicate policy rule is currently enabled and in use.
Approval Criteria	Custom Field	Defines the conditions under which the resulting action requires managerial approval.
Approver	Custom Field	Specifies the user or group designated to approve the duplicate action when required.
Created By	Custom Field	Identifies the user who initially created this dedupe policy record.
Fullcast Dupe Policy Name	Custom Field	The name for this specific policy record.
Last Modified By	Custom Field	Identifies the user who last made changes to the policy record.
Owner	Custom Field	The user or queue responsible for managing this policy record.
Review Fields	Custom Field	Lists the fields that should be visible for manual comparison during the approval or review process.
Tag Field	Custom Field	Specifies the field on the Account record used for classifying or segmenting records via tagging.
Target Entity	Custom Field	Defines the Salesforce object (e.g., Account) that these policy rules apply to.
Territory	Custom Field	Reference to the Fullcast GTM Territory this policy is restricted to.
Territory External	Custom Field	Stores an external or non-Fullcast identifier for the related territory.

Fullcast Industry Taxonomy Policy

Contains the settings of the Industry Taxonomy Policy.

Component Name	Type	Description
Active	Custom Field	A checkbox (True/False) that indicates whether this specific industry policy is turned on or off.
Code Order of Precedence	Custom Field	Defines the priority order for different industry code standards. For example, it tells the system to prioritize a "NAICS 2017" code first; if that is missing, to fall back to a "SIC" code.
Code Order of Precedence with Criteria	Custom Field	An advanced version of the precedence field that allows you to change the priority order based on specific rules (e.g., "Use NAICS for US accounts, but use NACE for European accounts").
Industry Target Field Map	Custom Field	Specifies which fields on the target record (e.g., Industry, Sector__c) will be updated with the standardized values generated by the policy.
Target Entity	Custom Field	The Salesforce object that this policy will process (typically Account or Lead).
Territory	Custom Field	A lookup field used to associate this policy or the resulting records with a specific Fullcast territory.
Territory External	Custom Field	A unique external ID for the associated territory.

Sales process policy objects and fields

Fullcast service level (SLA) policy

Contains the settings of Fullcast SLA policies.

Component Name	Type	Description
Actions	Custom Field	Specifies what should happen when an SLA is either met or breached.
Active	Custom Field	A checkbox (True/False) that indicates whether the SLA policy is on or off.
Fullcast Service Level	Custom Field	Holds the name or definition of the specific service level agreement being tracked.
SLA Timer End Field	Custom Field	The field or criteria that "stops the clock."
SLA Timer Start Field	Custom Field	The field or event that "starts the clock."
Tag Value	Custom Field	Policy tag value for the specific SLA policy.
Target Entity	Custom Field	The Salesforce object this SLA applies to.
Territory	Custom Field	A lookup field to associate this SLA policy with a specific Fullcast territory.
Territory External	Custom Field	A unique external ID for the associated territory.
Thresholds	Custom Field	The specific time limits set for the SLA.
Vacation Hours	Custom Field	References a schedule of holidays or time off to ensure the SLA timer pauses during these times.
Working Hours	Custom Field	References the business hours configuration.

Holdout

Contains the details of a holdout for a single specific opportunity.

Component Name	Type	Description
Default User	Custom Field	Specifies the user who acts as the fallback owner for the record if the holdout expires and no other specific transfer rule can be applied.
Expired Holdout	Custom Field	A checkbox or flag that indicates whether the holdout period has finished.
Holdout Days	Custom Field	The duration (in days) that the record is allowed to be held.
Holdout Expiry Date	Custom Field	The exact calendar date when the holdout will end.
Holdout Expiry Role	Custom Field	Determines who inherits the record when the time is up. Instead of naming a specific person, it names a role (e.g., "Account Owner" or "Territory Manager") so the system can dynamically find the correct new owner at the time of expiration.
Holdout Policy	Custom Field	A lookup field that links this specific holdout instance back to the parent Holdout Policy rule that created it.
Holdout Start Date	Custom Field	The date the holdout period began, which starts the "countdown clock."
Opportunity	Custom Field	A lookup field linking the holdout record to the specific Opportunity being held.
Plan Id	Custom Field	Links the holdout to a specific Fullcast Go-To-Market (GTM) Plan.
Team Member Role	Custom Field	The specific role assigned to the user holding the record during the holdout period.
User	Custom Field	The specific sales representative who is currently holding the record.

Fullcast holdout policy

Contains the settings for a specific holdout policy.

Component Name	Type	Description
Opportunity Dont Update Owner	Custom Field	A checkbox used in the matching logic. If checked, the system is forbidden from changing the record owner
Opportunity Match Action	Custom Field	Defines what happens when an opportunity meets the policy criteria
Opportunity Match Default User	Custom Field	A fallback user to assign the opportunity to if the match criteria are met but the original owner cannot be retained.
Opportunity Match Role on Account	Custom Field	If the policy keeps the rep on the Opportunity, this field defines what level of access (Account Team Role) they should be granted on the parent Account to ensure they can still work the deal.
Opportunity Match TagField Mapping Set	Custom Field	A mapping definition that tells the system which fields to update with specific tags when a record matches the policy.
Opportunity Match Tagging Object	Custom Field	The object where the "Match" tags should be applied.
Opportunity Match Team Role	Custom Field	If the action involves adding the user to the Opportunity Team, this defines the role they will be given.
Opportunity Matched Holdout Days	Custom Field	The number of days the holdout lasts if the opportunity matches the criteria.
Opportunity Override Flag	Custom Field	A control that forces the "Match" logic to run even if other standard assignment rules might typically block it.
Opportunity Ownership Action Match	Custom Field	Specifies the exact ownership change to execute when matched.
Opportunity Ownership Action UnMatch	Custom Field	Specifies the ownership change to execute when the record fails to match the criteria.
Opportunity Query	Custom Field	The filter logic used to determine if an opportunity qualifies for this policy.
Opportunity UnMatch Action	Custom Field	Defines what happens when an opportunity does not meet the policy criteria.
Opportunity UnMatch Dont Update Owner	Custom Field	A checkbox for the "UnMatch" scenario.
Opportunity UnMatch Override Flag	Custom Field	A control that forces the "UnMatch" logic to run, overriding other rules.
Opportunity UnMatch Role on Account	Custom Field	Defines the Account Team Role (if any) to be granted or removed when the opportunity does not match the holdout criteria.
Opportunity UnMatch TagField Mapping Set	Custom Field	A mapping definition for fields to update with tags when a record fails to match the policy.
Opportunity UnMatch Tagging Object	Custom Field	The object where the "UnMatch" tags should be applied.
Opportunity UnMatch Team Role	Custom Field	The Opportunity Team role to assign (or ensure is absent) when the record does not match the criteria.
Opportunity UnMatched Holdout Days	Custom Field	The duration of the holdout for non-matching records.
Owner Match	Custom Field	Checks if the current owner of the opportunity matches the owner of the territory or the user subject to the policy.
Tags	Custom Field	General tags applied to the policy for identification or grouping.
Target Entity	Custom Field	The Salesforce object this policy applies to.
Territory	Custom Field	A lookup to associate this policy with a specific territory.
Territory External	Custom Field	A unique external ID for the associated territory.

Opportunity team member

Fullcast’s Holdout policies require a set of custom fields to be added to the standard Opportunity team member object.

Component Name	Type	Description
Holdout Days	Custom Field	The number of days this team member is permitted to stay on the opportunity.
Holdout Expiry Data	Custom Field	Used by the system to store background metadata or calculation logic required to process the expiration correctly.
Holdout Expiry Date	Custom Field	The specific calendar date when this team member's access is scheduled to be removed.
Holdout Start Date	Custom Field	The date the user was added to the Opportunity Team under the holdout policy, starting the countdown clock.

User

Fullcast’s routing policies use the following custom fields on the User object.

Component Name	Type	Description
Agent Logged In	Custom Field	A checkbox or flag indicating the user's current immediate availability.
Vacation End Date	Custom Field	The date when the user is scheduled to return to work.
Vacation Start Date	Custom Field	The date when the user's time off begins.