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Ledger field reference

Every time a rule matches, Novigem creates a Ledger Entry record. These entries are the source of truth for points, leaderboard rankings, and challenge progress. They cannot be edited or deleted.

Entry fields

FieldAPI nameTypeDescription
UserUser__cLookup (User)The user who earned the points. Set by the rule’s Actor Mode.
RuleRule__cLookup (Rule__c)The rule that fired.
ChallengeChallenge__cLookup (Challenge__c)The challenge this entry contributes toward. Blank if the rule is not linked to a challenge.
Source Record IDRecord_Id__cTextThe ID of the Salesforce record that triggered the rule (the Opportunity, Task, etc.).
PointsPoints__cNumberPoints awarded. Matches the value set on the rule.
Dedup IdentifierDedup_Identifier__cText (Unique)Prevents duplicate awards. See below.
Occurred Date TimeOccurred_Date_Time__cDateTimeWhen the award happened.
Created DateCreatedDateDateTimeStandard Salesforce created date.

Deduplication

Every entry has a unique Dedup Identifier built from:

{userId}_{challengeId}_{ruleId}_{sourceRecordId}

If no challenge is linked, the challenge portion is GENERAL. If no source record is available (for example, a manual adjustment), a timestamp is used instead.

When the engine processes a batch, it first queries for any existing entries with the same dedup keys, filters them out, and then inserts. A DUPLICATE_VALUE database exception is caught as a second safety net.

The result: the same user triggering the same rule on the same record will only ever earn points once, no matter how many times the record is saved.

Deduplication is automatic. No configuration needed.

Immutability

Ledger entries cannot be edited or deleted through normal usage. If scoring needs to be corrected, adjust the rule going forward. Past entries stay as-is.

This is intentional. The ledger is an audit trail: consistent and trustworthy.

Reporting

Ledger entries are standard Salesforce records, so you can build reports with the built-in reporting tools:

  • Points by user: group by User__c, sum Points__c
  • Points by challenge: group by Challenge__c, sum Points__c
  • Activity over time: group by Occurred_Date_Time__c weekly or monthly
  • Which rules fire most: group by Rule__c, count entries

Building a report that combines ledger data with pipeline metrics is a good way to show the correlation between Novigem activity and business outcomes.

See also

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