TransactionJournal

Represents information about customer or loyalty program member transactions that track activities, engagements, and adjustments. This object is available in API version 51.0 and later.

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Type: dateTime

Properties: Create, Filter, Sort, Update

Description: Required. The date of the transaction.

Type: picklist

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The class of ticket service booked.

Type: picklist

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The type of room booked.

Type: date

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The booking date of a reservation or purchase.

Type: string

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The brand of the purchase.

Type: picklist

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The channel used for transactions.

Type: reference

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The coupon that’s applied as a part of a promotion to provide discounts on the transaction. This field is available in API version 66.0 and later.

This field is a relationship field.

Relationship Name: Coupon

Refers To: Coupon

Type: picklist

Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update

Description: Specifies how the transaction journal was created.

Valid value is:

• Import—Indicates the transaction journal was imported.

This field is available in API version 67.0 and later.

Type: picklist

Properties: Create, Defaulted on create, Filter, Group, Restricted picklist, Sort, Update

Description: The three-letter ISO 4217 currency code of the monetary currency in which the transaction took place.

Possible values are:

• USD

The default value is USD.

Type: string

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The ending location for a trip or the place where an order shipped to.

Type: double

Properties: Create, Filter, Nillable, Sort, Update

Description: The miles or kilometers traveled or an order’s shipping distance.

Type: dateTime

Properties: Create, Filter, Nillable, Sort, Update

Description: The end date of the transaction.

Type: reference

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The ID of the engagement channel used for the purchase. This field is available in API version 61.0 and later.

This field is a relationship field.

Relationship Name: EngagementChannelType

Relationship Type: Lookup

Refers To: EngagementChannelType

Type: string

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The description of the error.

Type: date

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The date on which the escrow points are credited to the associated loyalty program member’s point balance. This field is available in API version 53.0 and later.

Type: string

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The unique identifier for the purchase.

Type: string

Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update

Description: The transaction number from the external systems.

Type: string

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The airline flight number booked.

Type: picklist

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: Specifies the type of the industry.

Type: date

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The date the invoice was generated.

Type: boolean

Properties: Create, Defaulted on create, Filter, Group, Sort, Update

Description: Indicates whether the transaction journal represents the primary activity within a group of activities. This field is available in API version 60.0 and later.

The default value is false.

Type: dateTime

Properties: Create, Filter, Nillable, Sort, Update

Description: The date of the journal.

Type: picklist

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: Specifies the reason for the action that created a transaction journal. This field can store up to 999 values. After the field reaches 999 values, rename existing values that you no longer use instead of deleting values and adding new ones.

Possible values are:

• Accrual Cancelation Requested by Member
• Order Canceled
• Product Returned
• Product or Service Unavailable
• Redemption Cancelation Requested by Member
• Resolve Disputed Points
• Service Recovery

Type: reference

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The subtype of journal transaction.

This is a relationship field.

Relationship Name: JournalSubType

Relationship Type: Lookup

Refers To: JournalSubType

Type: reference

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The type of journal transaction.

This is a relationship field.

Relationship Name: JournalType

Relationship Type: Lookup

Refers To: JournalType

Type: dateTime

Properties: Filter, Nillable, Sort

Description: The most recent date on which a user referenced this record.

Type: dateTime

Properties: Filter, Nillable, Sort

Description: The most recent date on which a user viewed this record.

Type: reference

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The loyalty program associated with the transaction.

This is a relationship field.

Relationship Name: LoyaltyProgram

Relationship Type: Lookup

Refers To: LoyaltyProgram

Type: reference

Properties: Create, Filter, Group, Sort, Update

Description: The member associated with the transaction.

This field is a polymorphic relationship field.

Relationship Name: Member

Relationship Type: Lookup

Refers To: LoyaltyProgramMember

Type: string

Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort

Description: The autogenerated number of the transaction journal.

Type: reference

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The offer that’s used to provide promotional discount on the transaction. This field is available in API version 66.0 and later

This field is a relationship field.

Relationship Name: Offer

Refers To: Offer

Type: reference

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The order associated with the transaction.

This is a relationship field.

Relationship Name: Order

Relationship Type: Lookup

Refers To: Order

Type: reference

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The order items associated with the transaction.

This is a relationship field.

Relationship Name: OrderItem

Relationship Type: Lookup

Refers To: OrderItem

Type: string

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The starting location for a trip or the place where an order is shipped from.

Type: reference

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: Participating partners where loyalty program members can add or redeem points.

This is a relationship field.

Relationship Name: Partner

Relationship Type: Lookup

Refers To: LoyaltyProgramPartner

Type: picklist

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The payment method of the purchase.

Type: reference

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The category of the product associated with the transaction.

This is a relationship field.

Relationship Name: ProductCategory

Relationship Type: Lookup

Refers To: ProductCategory

Type: reference

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The product associated with the transaction.

This is a relationship field.

Relationship Name: Product

Relationship Type: Lookup

Refers To: Product2

Type: reference

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The promotion associated with the transaction journal. This field is available in API version 52.0 and later.

This is a relationship field.

Relationship Name: Promotion

Relationship Type: Lookup

Refers To: Promotion

Type: double

Properties: Create, Filter, Nillable, Sort, Update

Description: The length of the booked stay or the order quantity.

Type: reference

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The unit of measure for the booked stay or the order quantity.

This is a relationship field.

Relationship Name: QuantityUnitOfMeasure

Relationship Type: Lookup

Refers To: UnitOfMeasure

Type: textarea

Properties: Create, Nillable, Update

Description: The details of the fixed type non-qualifying points that are redeemed in a transaction journal and their corresponding expiration dates. This field is available in API version 55.0 and later.RedeemedPointsExpirationInformation isn’t able in the Object Manager and can’t be customized.

Type: reference

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The name of the person the loyalty program member referred.

This is a relationship field.

Relationship Name: ReferredMember

Relationship Type: Lookup

Refers To: LoyaltyProgramMember

Type: reference

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The ID of the contact or account associated with the transaction journal. The contact ID belongs to the person whose activity the transaction journal represents. This field is available in API version 60.0 and later.

Relationship Name: ReferredParty

Relationship Type: Lookup

Refers To: Account, Contact

Type: reference

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The corporate membership associated with the transaction.

This is a relationship field.

Relationship Name: RelatedCorporateMembership

Relationship Type: Lookup

Refers To: LoyaltyProgramMember

Type: reference

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The related journal entry associated with this transaction.

This is a relationship field.

Relationship Name: RelatedJournal

Relationship Type: Lookup

Refers To: TransactionJournal

Type: dateTime

Properties: Create, Filter, Nillable, Sort, Update

Description: The start date associated with the transaction.

Type: picklist

Properties: Create, Defaulted on create, Filter, Group, Restricted picklist, Sort, Update

Description: Required. The status of the transaction.

Possible values are:

• Cancelled
• Error
• Pending
• Processed

Type: currency

Properties: Create, Filter, Nillable, Sort, Update

Description: The total discount provided by the associated promotion for the activity that the transaction journal represents. This field is available in API version 61.0 and later.

Type: currency

Properties: Create, Filter, Nillable, Sort, Update

Description: For reservations, the total fees or prepaid balance. For purchases, the total purchase price.

Type: string

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The location of the purchase.

Type: reference

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The ID of the retail store where the activity that the transaction journal represents has taken place. This field is available in API version 60.0 and later.

This field is a relationship field.

Relationship Name: TransactionSourceLocation

Relationship Type: Lookup

Refers To: RetailStore

Type: picklist

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The class of ticket.

Type: string

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The unique identifier of the transaction journal.

Type: picklist

Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort

Description: The type of usage.

Possible values are:

• Loyalty
• Rebates
• UnifiedPromotions—This value is available in API version 60.0 and later.

Type: string

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The voucher code generated by an external system.

You can query Transaction Journal records in your org by using a combination of these indexed fields:

• ActivityDate
• ExternalTransactionNumber
• ID
• JournalTypeId
• LoyaltyProgramId
• MemberId
• OrderId
• RelatedJournalId
• UsageType

The TransactionJournal object in most orgs can store millions of records. A limited set of TransactionJournal fields are indexed to help optimize operations on the TransactionJournal object.

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

TransactionJournalChangeEvent (API Version 63.0): Change events are available for the object.