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Objects and fields supported by Custom Logic

Lists objects and fields supported by the Custom Logic feature.

You can use fields from both base and joined objects, up to two levels deep, in decision tables, decision trees, or functions. The available objects and fields depend on the custom logic and object type.

For example, when creating a decision table for the Invoice object, you can define conditions or mutations not only on Invoice fields but also on fields from the related Account object.

Supported base and joined objects

The following table lists the supported base and joined objects of each custom logic type:

Base object

Joined object

Decision table

Decision tree

Function

Account

  • Parent Account

  • Bill To Contact

  • Sold To Contact

Check mark

Check mark

Check mark

Contact

(N/A)

Check mark

Check mark

Check mark

Credit Memo

  • Account

    • Parent Account

    • Bill To Contact

    • Sold To Contact

  • Invoice

    • Account

    • Bill To Contact

    • Sold To Contact

Check mark

Check mark

Check mark

Debit Memo

  • Account

    • Parent Account

    • Bill To Contact

    • Sold To Contact

  • Invoice

    • Account

    • Bill To Contact

    • Sold To Contact

Check mark

Check mark

Check mark

Invoice

  • Account

    • Parent Account

    • Bill To Contact

    • Sold To Contact

  • Bill To Contact

  • Sold To Contact

Check mark

Check mark

Check mark

Order Line Item

(N/A)

Check mark

Check mark

Check mark

Payment

  • Account

    • Parent Account

    • Bill To Contact

    • Sold To Contact

Check mark

Check mark

Check mark

Rate Plan

  • Subscription

    • Account

    • Bill To Contact

    • Sold To Contact

Check mark

Check mark

Rate Plan Charge (also known as Subscription Rate Plan Charge)

  • Product Rate Plan Charge

  • Rate Plan

Check mark

Refund

  • Account

    • Parent Account

    • Bill To Contact

    • Sold To Contact

Check mark

Check mark

Check mark

Subscription

  • Account

    • Parent Account

    • Bill To Contact

    • Sold To Contact

  • Bill To Contact

  • Sold To Contact

Check mark

Check mark

Check mark

(Custom objects)

(N/A)

Check mark

Supported fields

Refer to the respective articles for details about the supported fields of each base or joined object. For example, see the Account fields supported by Custom Logic article for the supported fields of the Account and Parent Account objects.

The following table lists the circumstances under which object fields are used in custom logic, including where fields appear in each custom logic.

Decision table

Decision tree

Function

Define conditions

In Condition

In Condition

In function bodies

Mutate field values

In Result

In Result

In function returns

Applies only to formula functions.

Custom Logic supports custom fields on all objects under both circumstances. However, certain standard fields on standard objects are not supported under one or either of these circumstances. For a complete list of supported standard fields of each standard object, see the object detail page by clicking the object name in the "Supported objects" section of this article.