Professional Services Automation Data Dictionary

pse__Rate_Card_Set__c

Label: Rate Card Set

A rate card set, composed of multiple separate rate cards, determines which rate cards are applied to a project or an opportunity.

Field NameField LabelCreated in VersionDescriptionTypeRequiredDefault Value
pse__Rate_Card_Fallback_Bill__c Rate Card Fallback (Bill) Summer 2026 If selected, the rate card set falls back to other available rate cards when no dated bill rate card in the set matches the search criteria.

Checkbox false
pse__Rate_Card_Fallback_Cost__c Rate Card Fallback (Cost) Summer 2026 If selected, the rate card set falls back to other available rate cards when no dated cost rate card in the set matches the search criteria.

Checkbox false
pse__Rate_Card_Fallback_Static__c Rate Card Fallback (Static) Summer 2026 If selected, the rate card set falls back to other available rate cards when no static rate card in the set matches the search criteria.

Checkbox false


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