MDF Salesforce Objects and Fields Reference

This reference document provides technical information about the Salesforce objects and key fields used in the MDF (Marketing Development Fund) module. This reference is intended for administrators, implementers, and support teams who need to understand the data model underlying MDF functionality in the Magentrix platform.

Overview

The MDF module uses four primary Salesforce objects that work together to support the complete marketing fund request, approval, claims, and reimbursement workflow:

Campaign: Represents individual marketing activities within an MDF request
MDF Request: The header record containing the overall funding request submitted by a partner
MDF Expense Claim: Partner-submitted proof of execution and expense documentation for reimbursement
MDF Claim Reimbursement: Records reimbursement details and partner-facing reimbursement information

Note: The MagentrixPRM__ prefix indicates fields that are part of the Magentrix PRM managed package namespace in Salesforce. Standard Salesforce fields do not have this prefix.

Campaign Object

Entity Name: Campaign
API Name: Campaign
Plural Label: Campaigns

The Campaign object represents individual marketing activities within an MDF request. Each MDF request can contain one or more campaigns, and each campaign receives independent approval decisions.

Campaign Fields

Label	API Name	Data Type	Description
Name	Name	Text(80)	Campaign name displayed to partners in the portal
Type	Type	Picklist	Campaign type classification (e.g., Conference, Digital Marketing, Event)
Start Date	StartDate	Date	Campaign start date
End Date	EndDate	Date	Campaign end date, used for claim deadline calculations
Currency ISO Code	CurrencyIsoCode	Picklist	Currency selection for campaign budget (multi-currency orgs)
Description	Description	Long Text Area(32000)	Detailed campaign description entered by partner
Requested Amount	MagentrixPRM__RequestedAmount__c	Currency(16,2)	MDF amount requested for this campaign
Total Expenses	MagentrixPRM__TotalExpenses__c	Currency(16,2)	Sum of submitted expense claims for this campaign
Total Reimbursement	MagentrixPRM__TotalReimbursement__c	Currency(16,2)	Total reimbursed amount for this campaign
Approval Status	MagentrixPRM__ApprovalStatus__c	Picklist	Campaign approval status (Draft, Approved, Rejected)
Approved Percent	MagentrixPRM__ApprovedPercent__c	Percent	Reimbursement percentage approved by vendor (e.g., 50%, 100%)
Claim Expiration Date	MagentrixPRM__Claim_Expiration_Date__c	Date	Deadline for claim submission, calculated from End Date plus global claim deadline setting
MDF Request	MagentrixPRM__Mdf__c	Lookup(MDF Request)	Links the campaign to its parent MDF Request record
Partner	MagentrixPRM__PartnerAccount__c	Lookup(Account)	Partner account associated with this campaign
Partner Contact	MagentrixPRM__PartnerContact__c	Lookup(Contact)	Partner contact who created the campaign

MDF Request Object

Entity Name: MDF Request
API Name: MagentrixPRM__MdfRequest__c
Plural Label: MDF Requests

The MDF Request object serves as the header record for marketing fund requests. It contains the overall plan summary, expected outcomes, and aggregated financial information across all associated campaigns.

MDF Request Fields

Label	API Name	Data Type	Description
MDF Request Name	Name	Text(80)	Auto-generated or user-defined request identifier
Partner	MagentrixPRM__Account__c	Lookup(Account)	Partner account submitting the MDF request
Partner Contact	MagentrixPRM__PartnerContact__c	Lookup(Contact)	Contact who submitted the request
Plan Summary	MagentrixPRM__Summary__c	Long Text Area(1400)	Required field describing the overall marketing plan
Expected Outcome	MagentrixPRM__ExpectedOutcome__c	Long Text Area(1500)	Required field describing anticipated results and success metrics
Status	MagentrixPRM__Status__c	Picklist	Overall request status (Draft, Submitted, Rejected, Approved, Declined, Pre-Approved, Closed)
Submit Date	MagentrixPRM__SubmitDate__c	Date	Date when partner submitted the request
Approval Date	MagentrixPRM__ApprovalDate__c	Date/Time	Date and time when request was approved
Approver	MagentrixPRM__Approver__c	Lookup(User)	User who approved the request
Partner Agreed to Terms and Conditions	MagentrixPRM__PartnerAgreedWithTermsConditions__c	Checkbox	Indicates partner accepted terms at submission
Total Budgeted Amount	MagentrixPRM__TotalRequestedAmount__c	Currency(16,2)	Sum of requested amounts across all campaigns
Total Approved Amount	MagentrixPRM__TotalApprovedAmount__c	Currency(16,2)	Sum of approved amounts across all campaigns
Total Expenses	MagentrixPRM__TotalExpenses__c	Currency(16,2)	Sum of all submitted expense claims
Total Reimbursements	MagentrixPRM__TotalReimbursements__c	Currency(16,2)	Sum of all reimbursements paid

MDF Expense Claim Object

Entity Name: MDF Expense Claim
API Name: MagentrixPRM__Campaign_Expense__c
Plural Label: MDF Expense Claims

The MDF Expense Claim object stores partner-submitted expense claims including proof of execution documentation and receipts for reimbursement processing.

MDF Expense Claim Fields

Label	API Name	Data Type	Description
Subject	Name	Text(80)	Claim name displayed in portal Claims table
Expense Date	MagentrixPRM__ExpenseDate__c	Date	Date when the expense was incurred
Expenditure Type	MagentrixPRM__ExpenseType__c	Picklist	Expense category classification
Amount	MagentrixPRM__Amount__c	Currency(16,2)	Claim amount requested for reimbursement
Status	MagentrixPRM__Status__c	Picklist	Claim processing status (Submitted, Pending, Approved, Rejected, Reimbursed)
Description	MagentrixPRM__Description__c	Long Text Area(512)	Claim description and proof of execution notes
Comments	MagentrixPRM__Comments__c	Long Text Area(512)	Reviewer or partner comments on the claim
Campaign	MagentrixPRM__Campaign__c	Master-Detail(Campaign)	Links claim to its parent campaign
MDF Request	MagentrixPRM__MdfRequest__c	Lookup(MDF Request)	Links claim to the parent MDF Request
Campaign Reimbursement	MagentrixPRM__CampaignReimbursement__c	Lookup(MDF Claim Reimbursement)	Links to reimbursement record when claim is reimbursed

MDF Claim Reimbursement Object

Entity Name: MDF Claim Reimbursement
API Name: MagentrixPRM__Campaign_Reimbursement__c
Plural Label: MDF Claim Reimbursements

The MDF Claim Reimbursement object records reimbursement details including payment information and partner-facing notes about the reimbursement.

Important: Magentrix does not process actual fund transfers. The reimbursement record tracks status and partner-facing notes, but the vendor determines how funds are delivered (check, electronic transfer, invoice credit, etc.) through their own payment processes.

MDF Claim Reimbursement Fields

Label	API Name	Data Type	Description
Subject	Name	Text(80)	Reimbursement record name/identifier
Amount	MagentrixPRM__Amount__c	Currency(16,2)	Amount reimbursed to the partner
Reimbursement Date	MagentrixPRM__ReimbursementDate__c	Date	Date when reimbursement was issued
Description	MagentrixPRM__Description__c	Long Text Area(512)	Partner-facing reimbursement notes, instructions, or confirmation details
MDF Request	MagentrixPRM__Mdf__c	Master-Detail(MDF Request)	Links reimbursement to its parent MDF Request

Object Relationships

The MDF objects are related in a hierarchical structure that supports the complete MDF workflow:

MDF Request → Campaign: One MDF Request can contain multiple Campaign records (one-to-many)
Campaign → MDF Expense Claim: One Campaign can have multiple Expense Claims (one-to-many via Master-Detail)
MDF Request → MDF Claim Reimbursement: One MDF Request can have multiple Reimbursement records (one-to-many via Master-Detail)
MDF Expense Claim → MDF Claim Reimbursement: Claims link to their reimbursement record when processed (Lookup)

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