One targeted Account and/or Asset in a ServiceCampaign - the row the generation actions fan out from. Built by the campaign's ProcessMembers action: it resolves the accounts or assets matching the campaign's rules, inserts one member per match tagged with a fresh batchInstanceId, and soft-deletes the members left over from earlier runs, so membership is a rebuilt snapshot, not an append-only list. Members carry the campaign's partnerAccountId/branchId forward onto every Lead, Opportunity and AssetMaintenance generated from them, and generated records link back via their ServiceCampaignMemberId.
Fields
| Field | Label | Type | Required | What it does |
|---|
AccountId | Account | Lookup → Account | | |
AssetId | Asset | Lookup → Asset | | |
BatchInstanceId | Batch Instance | Text | | The build-run tag: each ProcessMembers run stamps a fresh id on the members it inserts and soft-deletes the members carrying any older id. A member's tag therefore tells you which rebuild produced it; the same run-tag pattern (ServiceCampaignBatchInstanceId) sweeps stale generated Leads/Opportunities/AssetMaintenance on the generation actions. |
BranchId | Branch | Lookup → Branch | | |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
DueDate | Due Date | Date | | |
EmailOptOut | Email Opt Out | Boolean | Yes | |
Id | Id | Guid | Yes | |
ItemId | Item | Lookup → Item | | |
MessagingOptOut | Messaging Opt Out | Boolean | Yes | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Account | Lookup → Account | | |
RecordTypeId | Record Type | Guid, hidden | | |
ServiceCampaignId | Service Campaign | Lookup → ServiceCampaign | | |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
DeleteRow | Delete | Delete | DeleteRow |
Edit | Edit | EditInline | Edit |
EditInLine | Edit In Line | EditInline | Edit member line |
EditRow | Edit | Edit | EditRow |
New | New | NewInline | New |
