Sales Methodology Definition DMO

Each record defines a reusable sales methodology, detailing its description, applicable sales object types, categories, and standard prompt templates, which sales teams reference to standardize their engagement on opportunities.

Object API Name: std__SalesMethodologyDefinitionDmo__dlm
Category: Unassigned
Availability: Available in 264 and later versions
Primary Key Field: Id

• Category
• cdp_sys_record_currency
• CreatedDateTime
• DataSourceId
• DataSourceObjectId
• DescriptionText
• Id
• InternalOrganizationId
• IsActive
• KQ_Id
• LastModifiedDateTime
• ObjectType
• StandardPromptTemplateTxt

• Field API Name: std__Category__c
• Data Type: TEXT
• Description: Methodology categorization that allows each entity to have one methodology per record type and category. For example, an Opportunity with the Big Deal record type can have one Sales methodology and another Scorecard methodology.

• Field API Name: std__cdp_sys_record_currency__c
• Data Type: TEXT
• Description: System-generated metadata field that stores a 3-letter ISO currency code.

• Field API Name: std__CreatedDateTime__c
• Data Type: DATETIME
• Description: Date and time when this record was created.

• Field API Name: std__DataSourceId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

• Field API Name: std__DataSourceObjectId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

• Field API Name: std__DescriptionText__c
• Data Type: TEXT
• Description: Detailed description explaining the purpose and usage of this methodology.

• Field API Name: std__Id__c
• Data Type: TEXT
• Description: Unique identifier for the Sales Methodology Definition record.

• Field API Name: std__InternalOrganizationId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

• Field API Name: std__IsActive__c
• Data Type: BOOLEAN
• Description: Indicates whether this methodology definition is active and available for user selection.

• Field API Name: std__KQ_Id__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

• Field API Name: std__LastModifiedDateTime__c
• Data Type: DATETIME
• Description: Date and time when this record was last modified.

• Field API Name: std__ObjectType__c
• Data Type: TEXT
• Description: The type of entity for which this methodology applies to.

• Field API Name: std__StandardPromptTemplateTxt__c
• Data Type: TEXT
• Description: The file-based prompt template to generate this methodology when Agentforce is enabled.