Financial Services Cloud Developer Guide
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Financial Services Cloud Developer Guide Salesforce, Spring ’17 @salesforcedocs Last updated: March 26, 2017 © Copyright 2000–2017 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of salesforce.com, inc., as are other names and marks. Other marks appearing herein may be trademarks of their respective owners. CONTENTS FINANCIAL SERVICES CLOUD DEVELOPER GUIDE . . . . . . . . . . . . . . . . . . . . . . 1 FINANCIAL SERVICES CLOUD STANDARD AND CUSTOM OBJECTS . . . . . 2 Account Custom Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 AccountAccountRelation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 AccountContactRelation Standard and Custom Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Alert . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 AssetsAndLiabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Contact Custom Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 ContactContactRelation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 Event Custom Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 FinancialAccount . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 FinancialAccountRole . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 FinancialGoal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 FinancialHolding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63 Lead Custom Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68 LifeEvent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 Opportunity Custom Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70 ReciprocalRole . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71 Securities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73 Task Custom Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76 Revenue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77 FINANCIAL SERVICES CLOUD CUSTOM METADATA TYPES . . . . . . . . . . . . 79 Financial Services Cloud Custom Metadata Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79 IndividualRecordTypeMapper . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79 GroupRecordTypeMapper . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81 FINANCIAL SERVICES CLOUD CUSTOM TRIGGERS . . . . . . . . . . . . . . . . . . . 82 Financial Services Cloud Custom Triggers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82 FINANCIAL SERVICES CLOUD DEVELOPER GUIDE Use the fields, objects, and metadata that extend Salesforce for Financial Services Cloud. Trigger information is also provided. Fields and objects in the package have the FinServ namespace prefix. For example, FinServ__IndividualId__c is a custom field on Account. FinServ__FinancialAccount__c is a custom object. To refer to the standard Salesforce objects, see the Object Reference for Salesforce. 1 FINANCIAL SERVICES CLOUD STANDARD AND CUSTOM OBJECTS Account Custom Fields Represents information about a client that pertains to their dealings with your firm, such as their review frequency or service tier. Custom fields extend the standard Account object for use in Financial Services Cloud. Fields Field Name Details AUM__c Type currency Properties Filter, Nillable, Sort Description Value of client's financial accounts that our firm manages. Calculated as the sum of TotalAUMPrimaryOwner__c and TotalAUMJointOwner__c. ClientCategory__c Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Rates the value of the client’s business with our firm. Label is Category. Valid values: • Platinum • Gold • Silver • Bronze FinancialInterests__c Type multipicklist Properties Create, Filter, Nillable, Update Description Client’s financial areas of interest. Valid values: • Municipal Bonds • Fixed Income • Energy 2 Financial Services Cloud Standard and Custom Objects Field Name Account Custom Fields Details • Technology • CRM • AAPL • GOOG • Retirement • College Planning IndividualId__c Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Read only. Unique ID that relates this individual’s account record to its contact record. IndividualType__c Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Type of individual. Valid values: • Individual • Group • (Blank) - If this value is blank, then the Individual Type is Business. Note: This field is for Salesforce internal-use only. This field can’t be changed. InvestmentExperience__c Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Client’s investment experience. Valid values: • Experienced • Moderately Experienced • Moderately Inexperienced • Inexperienced InvestmentObjectives__c Type multipicklist 3 Financial Services Cloud Standard and Custom Objects Field Name Account Custom Fields Details Properties Create, Filter, Nillable, Update Description Client’s preference for growth versus income investments. Valid values: • Conservative Income • Income • Balanced • Growth • Aggressive Growth LastInteraction__c Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date of the last client meeting or call. LastReview__c Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date of the last client review. MarketingSegment__c Type multipicklist Properties Create, Filter, Nillable, Update Description Market segments that characterize the client. Valid values: • Mass Affluent • High Net Worth • Female Investor • Millennial NetWorth__c Type currency Properties Create, Filter, Nillable, Sort, Update 4 Financial Services Cloud Standard and Custom Objects Field Name Account Custom Fields Details Description Value of the client’s assets minus liabilities. NextInteraction__c Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date of the next client meeting or call. NextReview__c Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date of the next client review. Notes__c Type textarea Properties Create, Filter, Group, Nillable, Sort, Update Description Important notes about the client. Label is Important Notes. PersonalInterests__c Type multipicklist Properties Create, Filter, Nillable, Update Description Client’s personal areas of interest. Valid values: • Cooking • College Basketball • Environment • Hiking • Biking • Wine PrimaryContact__c Type reference Properties Create, Filter, Group, Nillable, Sort, Update 5 Financial Services Cloud Standard and Custom Objects Field Name Account Custom Fields Details Description Read only. ID of the contact record associated with this individual’s account record. ReviewFrequency__c Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Frequency of client reviews. Valid values: • Monthly • Quarterly • Annually RiskTolerance__c Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Level of risk the client is comfortable with. Valid values: • Aggressive • Conservative • Moderate • None ServiceModel__c Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Service level assigned to client. Valid values: • Tier 1 • Tier 2 • Tier 3 SourceSystemId__c Type string Properties Create, Filter, Group, idLookup, Nillable, Sort, Update Description ID that uniquely identifies the client in an external data source. 6 Financial Services Cloud Standard and Custom Objects Field Name Details Status__c Type picklist Account Custom Fields Properties Create, Filter, Group, Nillable, Sort, Update Description Client’s status with your firm. Valid values: • Prospect • Onboarding • Active • Deceased • Inactive TimeHorizon__c Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Client’s investment time frame. Valid values: • Long Term • Medium Term • Short Term TotalAUMJointOwner__c Type currency Properties Create, Defaulted on create, Filter, Nillable, Sort, Update Description Total value of client's financial accounts that our firm manages, for which the client is the joint owner of jointly owned accounts. TotalAUMPrimaryOwner__c Type currency Properties Create, Defaulted on create, Filter, Nillable, Sort, Update Description Total value of client's financial accounts that our firm manages, for which the client is the primary owner of either individually owned or jointly owned accounts. TotalBankDeposits__c Type currency 7 Financial Services Cloud Standard and Custom Objects Field Name Account Custom Fields Details Properties Filter, Nillable, Sort Description Value of client's bank accounts. Calculated as the sum of TotalBankDepositsPrimaryOwner__c and TotalBankDepositsJointOwner__c. TotalBankDepositsJointOwner__c Type currency Properties Create, Defaulted on create, Filter, Nillable, Sort, Update Description Total value of client's bank accounts, for which the client is the joint owner of jointly owned accounts. TotalBankDepositsPrimaryOwner__c Type currency Properties Create, Defaulted on create, Filter, Nillable, Sort, Update Description Total value of client's bank accounts, for which the client is the primary owner of either individually owned or jointly owned accounts. TotalFinAcctsJointOwner__c Type double Properties Create, Filter, Nillable, Sort, Update Description Total value of financial account balances (excluding insurance policies), for which the client is the joint owner of jointly owned accounts. Label is Total Financial Accounts Joint Owner. TotalFinAcctsPrimaryOwner__c Type double Properties Create, Filter, Nillable, Sort, Update Description Total value of financial account balances (excluding insurance policies), for which the client is the primary owner of either individually owned or jointly owned accounts. Label is Total Financial Accounts Primary Owner. 8 Financial Services Cloud Standard and Custom Objects Field Name Account Custom Fields Details TotalFinancialAccounts__c Type currency Properties Filter, Nillable, Sort Description Value of all financial accounts, excluding insurance policies. Calculated as the sum of TotalBankDeposits__c and TotalInvestments__c. TotalHeldFinAcctsJointOwner__c Type double Properties Create, Filter, Nillable, Sort, Update Description Total value of held financial account balances, for which the client is the joint owner of jointly owned accounts. Label is Total Held Financial Accounts Joint. TotalHeldFinAcctsPrimaryOwner__c Type double Properties Create, Filter, Nillable, Sort, Update Description Total value of held financial account balances, for which the client is the primary owner of either individually owned or jointly owned accounts. Label is Total Held Financial Accounts Primary. TotalInsurance__c Type currency Properties Filter, Nillable, Sort Description Value of client's insurance policies. Calculated as the sum of TotalInsurancePrimaryOwner__c and TotalInsuranceJointOwner__c. TotalInsuranceJointOwner__c Type currency Properties Create, Defaulted on create, Filter, Nillable, Sort, Update Description Total value of client's insurance policies, for which the client is the joint owner of jointly owned accounts. 9 Financial Services Cloud Standard and Custom Objects Field Name Account Custom Fields Details TotalInsurancePrimaryOwner__c Type currency Properties Create, Defaulted on create, Filter, Nillable, Sort, Update Description Total value of client's insurance policies, for which the client is the primary owner of either individually owned or jointly owned accounts. TotalInvestments__c Type currency Properties Filter, Nillable, Sort Description Value of client's investment accounts. Calculated as the sum of TotalInvestmentsPrimaryOwner__c and TotalInvestmentsJointOwner__c. TotalInvestmentsJointOwner__c Type currency Properties Create, Defaulted on create, Filter, Nillable, Sort, Update Description Total value of client's investment accounts, for which the client is the joint owner of jointly owned accounts. TotalInvestmentsPrimaryOwner__c Type currency Properties Create, Defaulted on create, Filter, Nillable, Sort, Update Description Total value of client's investment accounts, for which the client is the primary owner of either individually owned or jointly owned accounts. TotalLiabilities__c Type currency Properties Create, Defaulted on create, Filter, Nillable, Sort, Update Description Value of client's liabilities, stored as a negative value. Calculated as the sum of TotalLiabilitiesPrimaryOwner__c and TotalLiabilitiesJointOwner__c. 10 Financial Services Cloud Standard and Custom Objects Field Name Account Custom Fields Details TotalLiabilitiesJointOwner__c Type currency Properties Create, Defaulted on create, Filter, Nillable, Sort, Update Description Total value of client's liabilities, for which the client is the joint owner of jointly owned liabilities. TotalLiabilitiesPrimaryOwner__c Type currency Properties Create, Defaulted on create, Filter, Nillable, Sort, Update Description Total value of client's liabilities, for which the client is the primary owner of either individually owned or jointly owned liabilities. TotalNonfinancialAssets__c Type double Properties Filter, Nillable, Sort Description Value of client's tangible assets such as collectibles or precious metals. Calculated as the sum of TotalNonfinancialAssetsPrimaryOwner__c and TotalNonfinancialAssetsJointOwner__c. TotalNonfinancialAssetsJointOwner__c Type currency Properties Create, Defaulted on create, Filter, Nillable, Sort, Update Description Total value of client's tangible assets such as collectibles or precious metals, for which the client is the joint owner of jointly owned assets. TotalNonfinancialAssetsPrimaryOwner__c Type currency Properties Create, Defaulted on create, Filter, Nillable, Sort, Update Description Total value of client's tangible assets such as collectibles or precious metals, for which the client is the primary owner of either individually owned or jointly owned assets. 11 Financial Services Cloud Standard and Custom Objects Field Name Details WalletShare__c Type percent AccountAccountRelation Properties Create, Filter, Nillable, Sort, Update Description Read only. Percentage of client’s financial assets that our firm manages or administers. Calculated as the percent of financial accounts that are held (FinancialAccount__c.HeldAwayis false). AccountAccountRelation Represents a relationship between two accounts, such as between a household and a business account. Supported Calls create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), undelete(), update(), upsert() Fields Field Details Account__c Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Account that RelatedAccount__c is related from. Active__c Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether the relationship is active (true) or not (false). The default value is true. CurrencyIsoCode Type picklist Properties Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update 12 Financial Services Cloud Standard and Custom Objects Field AccountAccountRelation Details Description If multiple currencies is enabled, contains the currency ISO code associated with the record. EndDate__c Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date when the relationship ended. ExternalId__c Type string Properties Create, Filter, Group, idLookup, Nillable, Sort, Update Description ID that uniquely identifies the relationship in an external data source. InverseRelationship__c Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Uniquely identifies the relationship between Account and RelatedAccount__c so that it can be referenced by a trigger that creates the inverse relationship record. Name Type string Properties Defaulted on create, Filter, idLookup, Sort Description Auto-number identifier for the relationship. Label is Account Relation Name. OwnerId Type reference Properties Create, Defaulted on create, Filter, Group, Sort, Update Description ID of the user who created the relationship record. RelatedAccount__c Type reference 13 Financial Services Cloud Standard and Custom Objects Field AccountContactRelation Standard and Custom Fields Details Properties Filter, Group, Nillable, Sort Description Account that Account__c is related to. Role__c Type reference Properties Create, Filter, Group, Sort, Update Description Role that describes how RelatedAccount__c is related to Account__c. SourceSystemId__c Type string Properties Create, Filter, Group, idLookup, Nillable, Sort, Update Description ID that uniquely identifies the relationship in an external data source. StartDate__c Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date when the relationship started. AccountContactRelation Standard and Custom Fields Represents the relationship between an individual (specifically the contact part of the individual) and the household (account) that the individual is a member of. AccountContactRelation is a standard object that is available through the Shared Contacts feature. Custom fields extend the AccountContactRelation standard object for use in Financial Services Cloud. Supported Calls create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), update(), upsert() 14 Financial Services Cloud Standard and Custom Objects AccountContactRelation Standard and Custom Fields Fields Field Details AccountId Type reference Properties Create, Filter, Group, Sort Description ID of the household (account) that the individual is a member of. ContactId Type reference Properties Create, Filter, Group, Sort Description ID of the contact that partially represents the individual. CurrencyIsoCode Type picklist Properties Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description If multiple currencies is enabled, contains the currency ISO code associated with the record. EndDate Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date when the individual’s status as a household member is no longer in effect. IncludeInGroup__c Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Includes this account in a related individual's primary group. IsActive Type boolean Properties Create, Filter, Group, idLookup, Nillable, Sort, Update 15 Financial Services Cloud Standard and Custom Objects Field AccountContactRelation Standard and Custom Fields Details Description Indicates whether the individual’s status as a household member is in effect (true) or not (false). Label is Active. IsDirect Type boolean Properties Defaulted on create, Filter, Group, Sort Description Indicates whether the account-to-contact relationship is direct, which means that it relates the account and contact parts of an individual to represent a single individual (true). Otherwise, the relationship is indirect, which means that it relates the contact part of an individual to the household the individual belongs to (false). Label is Direct. Primary__c Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates the primary member of a group (true) or not (false). PrimaryGroup__c Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates a person's primary group. You can roll up summary fields only to a person’s primary group if PrimaryGroup__c is set to true. Roles Type picklist Properties Create, Filter, Nillable, Update Description Role that the individual plays within the household. Valid values: • Influencer • Evaluator • Business User • Technical Buyer • Economic Buyer • Other 16 Financial Services Cloud Standard and Custom Objects Field Alert Details • Decision Maker • Economic Decision Maker • Executive Sponsor Note: Replace these default picklist values with appropriate values for the roles that clients occupy within households, such as client, spouse, domestic partner, and dependent. Rollups__c Type multipicklist Properties Create, Filter, Nillable, Update Description Records associated with the individual that are included in household roll-up summaries. Valid values: • Tasks • Events • Financial Accounts • Assets and Liabilities • Financial Goals SourceSystemId__c Type string Properties Create, Filter, Group, idLookup, Nillable, Sort, Update Description ID that uniquely identifies the individual in an external data source. StartDate Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date when the individual’s status as a household member took effect. Alert Represents notifications to alert advisors about their client accounts. 17 Financial Services Cloud Standard and Custom Objects Alert Supported Calls create(), delete(), describeLayout(), getDeleted(), getUpdated(), query(), retrieve(), undelete(), update(), upsert() Fields Field Details Account__c Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description A lookup field to an account that alerts are related to. Active__c Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether an alert is active. FinancialAccount__c Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The financial account that alerts are related to. Message__c Type string Properties Create, Filter, Group, Sort, Update Description The main content of an alert. MessageDescription__c Type string Properties Create, Filter, Group, Nillable, Sort, Update Description An optional description for the main content of an alert as specified in the Message__c field. This text appears below the main content. 18 Financial Services Cloud Standard and Custom Objects Field Details Priority__c Type picklist AssetsAndLiabilities Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description An indication of the urgency of an alert. Valid values: • High • Low • Medium Severity__c Type picklist Properties Create, Defaulted on create, Filter, Group, Restricted picklist, Sort, Update Description The type of alert. Valid values: • Error • Info • Warning SourceSystemId__c Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The ID of a record from the external system that triggered the alert. AssetsAndLiabilities Represents assets or liabilities that are not represented in a client's financial accounts, such as real estate or collectibles. Supported Calls create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert() 19 Financial Services Cloud Standard and Custom Objects AssetsAndLiabilities Fields Field Details Amount__c Type currency Properties Create, Filter, Nillable, Sort, Update Description Amount of an asset (positive) or liability (negative). AssetsAndLiabilitiesSource__c Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Data source. Label is Source. Valid values: • Manual Entry • Yodlee AssetsAndLiabilitiesType__c Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Type of asset or liability. Label is Type. Valid values: • Auto Loan • Mortgage • Other • Personal Loan • Real Estate • Equipment • Automobile • Collection • Gold • Jewelry • Cash CurrencyIsoCode Type picklist Properties Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update 20 Financial Services Cloud Standard and Custom Objects Field AssetsAndLiabilities Details Description If multiple currencies is enabled, contains the currency ISO code associated with the record. Description__c Type textarea Properties Create, Filter, Group, Nillable, Sort, Update Description Description of this asset or liability. FinancialAccount__c Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Financial account that this asset or liability is related to. Household__c Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Household that this asset or liability is associated with. JointOwner__c Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Joint owner, if any, for this asset or liability. LastReferencedDate Type date Properties Filter, Nillable, Sort, Description Timestamp for when the current user last viewed a record related to this record. LastViewedDate Type date Properties Create, Filter, Group, Nillable, Sort, Update 21 Financial Services Cloud Standard and Custom Objects Field AssetsAndLiabilities Details Description Timestamp for when the current user last viewed this record. Name Type string Properties Create, Defaulted on create, Filter, Group, idLookup, Nillable, Sort, Update Description Name of this asset or liability. OwnerId Type reference Properties Create, Defaulted on createFilter, Group, Sort, Update Description ID of the user who created the asset or liability record. Ownership__c Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Type of ownership for this asset or liability. Valid values: • Individual • Joint • Trust OwnerType__c Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Client’s ownership role (primary or joint) for this asset or liability. The value is specified by a trigger. PrimaryOwner__c Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Primary owner of this asset or liability. 22 Financial Services Cloud Standard and Custom Objects Field Details RecordTypeId Type reference Contact Custom Fields Properties Create, Filter, Group, Nillable, Sort, Update Description ID of the record type associated with this asset or liability. SourceSystemId__c Type string Properties Create, Filter, Group, idLookup, Nillable, Sort, Update Description ID that uniquely identifies the asset or liability in an external data source. Contact Custom Fields Represents information about a client that pertains to their personhood, irrespective of their relationship with your firm, such as their birthdate or tax ID number. Custom fields extend the Contact object for use in Financial Services Cloud. Fields Field Name Details Age__c Type double Properties Filter, Nillable, Sort Description Age. Calculated from Contact.Birthdate. AgeAsText__c Type string Properties Filter, Nillable, Sort Description Age expressed in years, months, and days. Calculated from Contact.Birthdate. Label is Age Text. AnnualIncome__c Type currency 23 Financial Services Cloud Standard and Custom Objects Field Name Contact Custom Fields Details Properties Create, Filter, Nillable, Sort, Update Description Annual income. BillingAddress__c Type string Properties Filter, Nillable, Sort Description The compound form of the billing address. Based on these address fields: Account.BillingStreet, Account.BillingCity, Account.BillingState, Account.BillingPostalCode, and Account.BillingCountry. Citizenship__c Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Citizenship. CountryOfBirth__c Type picklist Properties Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Individual’s country of birth. Valid values: • Afghanistan • Aland Islands • Albania • Algeria • Andorra • Angola • Anguilla • Antarctica • Antigua and Barbuda • Argentina • Armenia 24 Financial Services Cloud Standard and Custom Objects Field Name Contact Custom Fields Details • Aruba • Australia • Austria • Azerbaijan • Bahamas • Bahrain • Bangladesh • Barbados • Belarus • Belgium • Belize • Benin • Bermuda • Bhutan • Bolivia, Plurinational State of • Bonaire, Sint Eustatius and Saba • Bosnia and Herzegovina • Botswana • Bouvet Island • Brazil • British Indian Ocean Territory • Brunei Darussalam • Bulgaria • Burkina Faso • Burundi • Cambodia • Cameroon • Canada • Cape Verde • Cayman Islands • Central African Republic • Chad • Chile • China • Christmas Island • Cocos (Keeling) Islands • Colombia • Comoros 25 Financial Services Cloud Standard and Custom Objects Field Name Contact Custom Fields Details • Congo • Congo, the Democratic Republic of the • Cook Islands • Costa Rica • Cote d’Ivoire • Croatia • Cuba • Curaçao • Cyprus • Czech Republic • Denmark • Djibouti • Dominica • Dominican Republic • Ecuador • Egypt • El Salvador • Equatorial Guinea • Eritrea • Estonia • Ethiopia • Falkland Islands (Malvinas) • Faroe Islands • Fiji • Finland • France • French Guiana • French Polynesia • French Southern Territories • Gabon • Gambia • Georgia • Germany • Ghana • Gibraltar • Greece • Greenland • Grenada 26 Financial Services Cloud Standard and Custom Objects Field Name Contact Custom Fields Details • Guadeloupe • Guatemala • Guernsey • Guinea • Guinea-Bissau • Guyana • Haiti • Heard Island and McDonald Islands • Holy See (Vatican City State) • Honduras • Hungary • Iceland • India • Indonesia • Iran, Islamic Republic of • Iraq • Ireland • Isle of Man • Israel • Italy • Jamaica • Japan • Jersey • Jordan • Kazakhstan • Kenya • Kiribati • Korea, Democratic People’s Republic of • Korea, Republic of • Kuwait • Kyrgyzstan • Lao People’s Democratic Republic • Latvia • Lebanon • Lesotho • Liberia • Libyan Arab Jamahiriya • Liechtenstein 27 Financial Services Cloud Standard and Custom Objects Field Name Contact Custom Fields Details • Lithuania • Luxembourg • Macao • Macedonia, the former Yugoslav Republic of • Madagascar • Malawi • Malaysia • Maldives • Mali • Malta • Martinique • Mauritania • Mauritius • Mayotte • Mexico • Moldova, Republic of • Monaco • Mongolia • Montenegro • Montserrat • Morocco • Mozambique • Myanmar • Namibia • Nauru • Nepal • Netherlands • New Caledonia • New Zealand • Nicaragua • Niger • Nigeria • Niue • Norfolk Island • Norway • Oman • Pakistan • Palestine 28 Financial Services Cloud Standard and Custom Objects Field Name Contact Custom Fields Details • Panama • Papua New Guinea • Paraguay • Peru • Philippines • Pitcairn • Poland • Portugal • Qatar • Reunion • Romania • Russian Federation • Rwanda • Saint Barthélemy • Saint Helena, Ascension and Tristan da Cunha • Saint Kitts and Nevis • Saint Lucia • Saint Martin (French part) • Saint Pierre and Miquelon • Saint Vincent and the Grenadines • Samoa • San Marino • Sao Tome and Principe • Saudi Arabia • Senegal • Serbia • Seychelles • Sierra Leone • Singapore • Sint Maarten (Dutch part) • Slovakia • Slovenia • Solomon Islands • Somalia • South Africa • South Georgia and the South Sandwich Islands • South Sudan • Spain 29 Financial Services Cloud Standard and Custom Objects Field Name Contact Custom Fields Details • Sri Lanka • Sudan • Suriname • Svalbard and Jan Mayen • Swaziland • Sweden • Switzerland • Syrian Arab Republic • Taiwan • Tajikistan • Tanzania, United Republic of • Thailand • Timor-Leste • Togo • Tokelau • Tonga • Trinidad and Tobago • Tunisia • Turkey • Turkmenistan • Turks and Caicos Islands • Tuvalu • Uganda • Ukraine • United Arab Emirates • United Kingdom • United States • Uruguay • Uzbekistan • Vanuatu • Venezuela, Bolivarian Republic of • Vietnam • Virgin Islands, British • Wallis and Futuna • Western Sahara • Yemen • Zambia • Zimbabwe 30 Financial Services Cloud Standard and Custom Objects Field Name Details CountryOfResidence__c Type string Contact Custom Fields Properties Create, Filter, Group, Nillable, Sort, Update Description Country of primary residence. CreatedFromLead__c Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether the individual was created from a converted lead (true) or not (false). CurrentEmployer__c Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Name of current employer. EmployedSince__c Type double Properties Create, Filter, Nillable, Sort, Update Description Tenure with current employer. Facebook__c Type url Properties Create, Filter, Group, Nillable, Sort, Update Description Facebook profile URL. Gender__c Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Gender. Valid values: 31 Financial Services Cloud Standard and Custom Objects Field Name Contact Custom Fields Details • Female • Male • Other IndividualId__c Type string Properties Filter, Nillable, Sort Description Unique ID that relates this individual’s contact record to its account record. Calculated from Account.IndividualId__c. IndividualType__c Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Type of individual. Valid values: • Individual LanguagesSpoken__c Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Languages spoken. LinkedIn__c Type url Properties Create, Filter, Group, Nillable, Sort, Update Description LinkedIn profile URL. MailingAddress__c Type string Properties Filter, Nillable, Sort Description The compound form of the mailing address. Based on these address fields: MailingStreet, MailingCity, MailingState, MailingPostalCode, and MailingCountry. 32 Financial Services Cloud Standard and Custom Objects Field Name Details MaritalStatus__c Type picklist Contact Custom Fields Properties Create, Filter, Group, Nillable, Sort, Update Description Marital status. Valid values: • Single • Married • Separated • Divorced • Widowed NumberOfDependents__c Type double Properties Create, Filter, Nillable, Sort, Update Description Number of dependents, such as spouse and dependent children. Occupation__c Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Occupation. OtherAddress__c Type string Properties Filter, Nillable, Sort Description The compound form of the other address. Based on these address fields: OtherStreet, OtherCity, OtherState, OtherPostalCode, and OtherCountry. PreferredName__c Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Individual’s preferred name. 33 Financial Services Cloud Standard and Custom Objects Field Name Contact Custom Fields Details PrimaryAddressIsBilling__c Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether the billing address is the client’s primary address (true) or not (false). PrimaryAddressIsMailing__c Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether the mailing address is the client’s primary address (true) or not (false). PrimaryAddressIsOther__c Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether the other address is the client’s primary address (true) or not (false). PrimaryAddressIsShipping__c Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether the shipping address is the client’s primary address (true) or not (false). PrimaryLanguage__c Type picklist Properties Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Individual’s primary language. Valid values: • Abkhaz • Adyghe • Afrikaans • Akan • Albanian • American Sign Language 34 Financial Services Cloud Standard and Custom Objects Field Name Contact Custom Fields Details • Amharic • Ancient Greek • Arabic • Aragonese • Aramaic • Armenian • Aymara • Balinese • Basque • Betawi • Bosnian • Breton • Bulgarian • Cantonese • Catalan • Cherokee • Chickasaw • Chinese • Coptic • Cornish • Corsican • Crimean Tatar • Croatian • Czech • Danish • Dawro • Dutch • English • Esperanto • Estonian • Ewe • Fiji Hindi • Filipino • Finnish • French • Galician • Georgian • German 35 Financial Services Cloud Standard and Custom Objects Field Name Contact Custom Fields Details • Greek, Modern • Greenlandic • Haitian Creole • Hawaiian • Hebrew • Hindi • Hungarian • Icelandic • Indonesian • Interlingua • Inuktitut • Irish • Italian • Japanese • Javanese • Kabardian • Kalasha • Kannada • Kashubian • Khmer • Kinyarwanda • Korean • Kurdish/Kurdî • Ladin • Latgalian • Latin • Lingala • Livonian • Lojban • Low German • Lower Sorbian • Macedonian • Malay • Malayalam • Mandarin • Manx • Maori • Mauritian Creole 36 Financial Services Cloud Standard and Custom Objects Field Name Contact Custom Fields Details • Middle Low German • Min Nan • Mongolian • Norwegian • Oriya • Pangasinan • Papiamentu • Pashto • Persian • Pitjantjatjara • Polish • Portuguese • Proto-Slavic • Quenya • Rapa Nui • Romanian • Russian • Sanskrit • Scots • Scottish Gaelic • Serbian • Serbo-Croatian • Sinhalese • Slovak • Slovene • Spanish • Swahili • Swedish • Tagalog • Tajik • Tamil • Tarantino • Telugu • Thai • Tok Pisin • Turkish • Twi • Ukrainian 37 Financial Services Cloud Standard and Custom Objects Field Name Contact Custom Fields Details • Upper Sorbian • Urdu • Uzbek • Venetian • Vietnamese • Vilamovian • Volapük • Võrro • Welsh • Xhosa • Yiddish • Zazaki SecondaryLanguage__c Type picklist Properties Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Individual’s secondary language. Valid values: • Abkhaz • Adyghe • Afrikaans • Akan • Albanian • American Sign Language • Amharic • Ancient Greek • Arabic • Aragonese • Aramaic • Armenian • Aymara • Balinese • Basque • Betawi • Bosnian • Breton • Bulgarian 38 Financial Services Cloud Standard and Custom Objects Field Name Contact Custom Fields Details • Cantonese • Catalan • Cherokee • Chickasaw • Chinese • Coptic • Cornish • Corsican • Crimean Tatar • Croatian • Czech • Danish • Dawro • Dutch • English • Esperanto • Estonian • Ewe • Fiji Hindi • Filipino • Finnish • French • Galician • Georgian • German • Greek, Modern • Greenlandic • Haitian Creole • Hawaiian • Hebrew • Hindi • Hungarian • Icelandic • Indonesian • Interlingua • Inuktitut • Irish • Italian 39 Financial Services Cloud Standard and Custom Objects Field Name Contact Custom Fields Details • Japanese • Javanese • Kabardian • Kalasha • Kannada • Kashubian • Khmer • Kinyarwanda • Korean • Kurdish/Kurdî • Ladin • Latgalian • Latin • Lingala • Livonian • Lojban • Low German • Lower Sorbian • Macedonian • Malay • Malayalam • Mandarin • Manx • Maori • Mauritian Creole • Middle Low German • Min Nan • Mongolian • Norwegian • Oriya • Pangasinan • Papiamentu • Pashto • Persian • Pitjantjatjara • Polish • Portuguese • Proto-Slavic 40 Financial Services Cloud Standard and Custom Objects Field Name Contact Custom Fields Details • Quenya • Rapa Nui • Romanian • Russian • Sanskrit • Scots • Scottish Gaelic • Serbian • Serbo-Croatian • Sinhalese • Slovak • Slovene • Spanish • Swahili • Swedish • Tagalog • Tajik • Tamil • Tarantino • Telugu • Thai • Tok Pisin • Turkish • Twi • Ukrainian • Upper Sorbian • Urdu • Uzbek • Venetian • Vietnamese • Vilamovian • Volapük • Võrro • Welsh • Xhosa • Yiddish • Zazaki 41 Financial Services Cloud Standard and Custom Objects Field Name Details ShippingAddress__c Type string Contact Custom Fields Properties Filter, Nillable, Sort Description The compound form of the shipping address. Based on these address fields: Account.ShippingStreet, Account.ShippingCity, Account.ShippingState, Account.ShippingPostalCode, and Account.ShippingCountry. SourceSystemId__c Type string Properties Create, Filter, Group, idLookup, Nillable, Sort, Update Description ID that uniquely identifies the individual in an external data source. TaxBracket__c Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Rate at which the individual is taxed. Valid values: • 10% • 15% • 25% • 28% • 33% • 35% TaxId__c Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Tax Identification Number or Social Security Number. Twitter__c Type url Properties Create, Filter, Group, Nillable, Sort, Update 42 Financial Services Cloud Standard and Custom Objects Field Name ContactContactRelation Details Description Twitter profile URL. WeddingAnniversary__c Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date of wedding anniversary. ContactContactRelation Represents the relationship between any two individuals. Supported Calls create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), undelete(), update(), upsert() Fields Field Details Active__c Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether the relationship is active (true) or not (false). The default value is true. Contact__c Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Contact that RelatedContact__c is related from. CurrencyIsoCode Type picklist 43 Financial Services Cloud Standard and Custom Objects Field ContactContactRelation Details Properties Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description If multiple currencies is enabled, contains the currency ISO code associated with the record. EndDate__c Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date when the relationship ended. ExternalId__c Type string Properties Create, Filter, Group, idLookup, Nillable, Sort, Update Description ID that uniquely identifies the relationship in an external data source. InverseRelationship__c Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Uniquely identifies the relationship between Contact and RelatedContact__c so that it can be referenced by a trigger that creates the inverse relationship record. Name Type string Properties Defaulted on create, Filter, idLookup, Sort Description Auto-number identifier for the relationship. Label is Contact Relation Name. OwnerId Type reference Properties Create, Defaulted on create, Filter, Group, Sort, Update Description ID of the user who created the relationship record. 44 Financial Services Cloud Standard and Custom Objects Field Details RelatedContact__c Type reference Event Custom Fields Properties Create, Filter, Group, Nillable, Sort, Update Description Contact that Contact__c is related to. Role__c Type reference Properties Create, Filter, Group, Sort, Update Description Role that describes how RelatedContact__c is related to Contact__c SourceSystemId__c Type string Properties Create, Filter, Group, idLookup, Nillable, Sort, Update Description ID that uniquely identifies the relationship in an external data source. StartDate__c Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date when the relationship started. Event Custom Fields Represents an event associated with a client. Custom fields extend the standard Event object for use in Financial Services Cloud. Fields Field Name Details Expectations__c Type textarea Properties Create, Filter, Group, Nillable, Sort, Update 45 Financial Services Cloud Standard and Custom Objects Field Name FinancialAccount Details Description Client expectations that this event relates to. Household__c Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description ID of the household associated with the client. NextSteps__c Type textarea Properties Create, Filter, Group, Nillable, Sort, Update Description Next steps for this client event. Objectives__c Type textarea Properties Create, Filter, Group, Nillable, Sort, Update Description Client objectives that this event relates to. Regarding__c Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description The nature of this client event. Valid values: • Prospecting • Onboarding • Client Retention • Service FinancialAccount Represents a financial account such as an investment account, bank account, or insurance policy. 46 Financial Services Cloud Standard and Custom Objects FinancialAccount Supported Calls create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert() Fields Field Details Address1__c Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Street address line 1 for mailing address. Address2__c Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Street address line 2 for mailing address. ApplicationDate__c Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date when the client submitted the financial account application. AssetRebalance__c Type boolean Properties Create, Defaulted on create, Filter, Sort, Update Description Indicates whether automatic portfolio rebalancing applies to this financial account (true) or not (false). AverageBalance__c Type currency Properties Create, Defaulted on create, Filter, Nillable, Sort, Update Description Average amount of money in the financial account, over a time period. 47 Financial Services Cloud Standard and Custom Objects Field Details Balance__c Type currency FinancialAccount Properties Create, Defaulted on create, Filter, Nillable, Sort, Update Description Amount of money in the financial account. CashBalance__c Type currency Properties Create, Filter, Nillable, Sort, Update Description Cash available in the financial account. City__c Type string Properties Create, Filter, Group, Nillable, Sort, Update Description City for mailing address. CloseDate__c Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date when this financial account was closed. Country__c Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Country for mailing address. CurrencyIsoCode Type picklist Properties Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description If multiple currencies is enabled, contains the currency ISO code associated with the record. 48 Financial Services Cloud Standard and Custom Objects Field Details Description__c Type textarea FinancialAccount Properties Create, Filter, Group, Nillable, Sort, Update Description Description of the financial account. Discretionary__c Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether the advisor has discretionary trading authority for this financial account (true) or not (false). FinancialAccountNumber__c Type string Properties Create, Filter, Group, idLookup, Nillable, Sort, Update Description ID that uniquely identifies the financial account in an external data source. Label is Account Number. FinancialAccountSource__c Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Data source. Label is Source. Valid values: • Integrator • Manual Entry • Pending FinancialAccountType__c Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Type of financial account. Label is Type. Valid values: • 401(a) • 401(k) 49 Financial Services Cloud Standard and Custom Objects Field FinancialAccount Details • 403(b) • 529 Plan • Brokerage • Cash Management Account • CD • Checking • Credit Card • Discount Brokerage • Fixed Annuity • Individual Life • IRA • Mutual Fund • Profit Sharing • Rollover IRA • Roth IRA • Savings • Term Life • Variable Life • Whole Life HeldAway__c Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether this financial account is managed or administered externally (true) or in-house (false). HoldingCount__c Type double Properties Filter, Nillable, Sort Description Number of holdings within this financial account. Calculated by roll-up summary. Label is Number of Holdings. Household__c Type reference Properties Create, Filter, Group, Nillable, Sort, Update 50 Financial Services Cloud Standard and Custom Objects Field FinancialAccount Details Description Household that this financial account rolls up to. InsuredAmount__c Type currency Properties Create, Filter, Nillable, Sort, Update Description The insured value that an insurance policy covers. InvestmentObjectives__c Type multipicklist Properties Create, Filter, Nillable, Update Description Purpose of this financial account. Valid values: • Safety • Income • Growth • Tax Optimization • Liquidity JointOwner__c Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Joint owner of this financial account. LastActivityDate Type date Properties Filter, Group, Nillable, Sort Description Timestamp for when this financial account last had a task or event action associated with the record. LastReferencedDate Type dateTime Properties Filter, Nillable, Sort 51 Financial Services Cloud Standard and Custom Objects Field FinancialAccount Details Description Timestamp for when the current user last viewed a record related to this record. LastUpdated__c Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Timestamp for when data for this financial account was last updated by an external data source. LastViewedDate Type dateTime Properties Filter, Nillable, Sort Description Timestamp for when the current user last viewed this record. Managed__c Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether this financial account is managed or administered by our firm (true) or not (false). MinimumBalance__c Type currency Properties Create, Defaulted on create, Filter, Nillable, Sort, Update Description Minimum balance requirement for this financial account. ModelPortfolio__c Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Model asset allocation for this financial account. Valid values: • Conservative • Moderate 52 Financial Services Cloud Standard and Custom Objects Field FinancialAccount Details • Balanced • Growth • Aggressive Name Type string Properties Create, Defaulted on create, Filter, Group, idLookup, Nillable, Sort, Update Description Name of this financial account. OpenDate__c Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date when this financial account was opened. OwnerId Type reference Properties Create, Defaulted on create, Filter, Group, Sort, Update Description ID of the user who created the financial account record. Ownership__c Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Type of ownership for this financial account. Valid values: • Individual • Joint • Trust OwnerType__c Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Client’s ownership role (primary or joint) for this financial account. 53 Financial Services Cloud Standard and Custom Objects Field Details PaperlessDelivery__c Type boolean FinancialAccount Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Client elects to receive electronic delivery of financial account documents (true) or not (false). Performance1Yr__c Type percent Properties Create, Filter, Nillable, Sort, Update Description Performance measured over the past year. Performance3Yr__c Type percent Properties Create, Filter, Nillable, Sort, Update Description Performance measured over the past three years. PerformanceMTD__c Type percent Properties Create, Filter, Nillable, Sort, Update Description Performance measured over the past month-to-date. PerformanceQTD__c Type percent Properties Create, Filter, Nillable, Sort, Update Description Performance measured over the past quarter-to-date. PerformanceYTD__c Type percent Properties Create, Filter, Nillable, Sort, Update 54 Financial Services Cloud Standard and Custom Objects Field FinancialAccount Details Description Performance measured over the past calendar year-to-date. PostalCode__c Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Postal code for mailing address. Premium__c Type currency Properties Create, Filter, Nillable, Sort, Update Description Amount paid to the insurer for insurance policy coverage. PrimaryOwner__c Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Primary owner of this financial account. RebalanceFrequency__c Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Frequency of portfolio rebalancing for this financial account. Valid values: • Monthly • Quarterly • Semiannually • Annually RecordTypeId Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description ID of the record type associated with this financial account. 55 Financial Services Cloud Standard and Custom Objects Field Details RecordTypeName__c Type string FinancialAccount Properties Filter, Nillable, Sort Description Record type for this financial account. The value is copied from RecordType.Name and can’t be changed. Label is Record Type. RenewalDate__c Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date when insurance policy renewal is due. ServiceProvider__c Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Custodian or recordkeeper of this financial account. SourceSystemId__c Type string Properties Create, Filter, Group, idLookup, Nillable, Sort, Update Description ID that uniquely identifies the financial account in an external data source. State__c Type string Properties Create, Filter, Group, Nillable, Sort, Update Description State for mailing address. Status__c Type picklist Properties Create, Filter, Group, Nillable, Sort, Update 56 Financial Services Cloud Standard and Custom Objects Field FinancialAccountRole Details Description Status of this financial account. Valid values: • Open • Closed • On Hold • Pending TaxID__c Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Tax Identification Number associated with this financial account. TaxStatus__c Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Type of tax treatment this financial account qualifies for. Valid values: • Nonqualified • Qualified TimeHorizon__c Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Investment time frame for this financial account. Valid values: • Long Term • Medium Term • Short Term FinancialAccountRole Represents the role occupied by a person or organizational entity that is involved with a financial account, such as a beneficiary or trustee. 57 Financial Services Cloud Standard and Custom Objects FinancialAccountRole Supported Calls create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), undelete(), update(), upsert() Fields Field Details Active__c Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether the organizational entity or person currently occupies this role (true) or not (false). CurrencyIsoCode Type picklist Properties Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description If multiple currencies is enabled, contains the currency ISO code associated with the record. Editable__c Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether this field is editable (true) or not (false). EndDate__c Type date Properties Create, Filter, Group, Nillable, Sort, Update Description End date when the organizational entity or person relinquished this role. FinancialAccount__c Type reference Properties Create, Filter, Group, Sort Description Financial account that this role is related to. 58 Financial Services Cloud Standard and Custom Objects Field Details Name Type string FinancialAccountRole Properties Defaulted on create, Filter, idLookup, Sort Description Name of the financial account role. RecordTypeId Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description ID of the record type associated with this financial account role. RelatedAccount__c Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Name of the organizational entity that is involved with the financial account. RelatedContact__c Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Name of the person who is involved with the financial account. Role__c Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Role that describes how the organizational entity or person is involved with the financial account. Valid values: When the record type is set to Account Role: • Corporation • Foundation When the record type is set to Contact Role: • Trustee • Beneficiary 59 Financial Services Cloud Standard and Custom Objects Field FinancialGoal Details • Grantor • Accountant • Business Manager SourceSystemId__c Type string Properties Create, Filter, Group, idLookup, Nillable, Sort, Update Description ID that uniquely identifies the role in an external data source. StartDate__c Type date Properties Create, Defaulted on create, Filter, Group, Nillable, Sort, Update Description Start date when the organizational entity or person assumed this role. The default value is the current date. FinancialGoal Represents a client’s financial goal, such as college funds or a major purchase. Supported Calls create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert() Fields Field Details ActualValue__c Type currency Properties Create, Filter, Nillable, Sort, Update Description Current amount saved toward goal. CompletionDate__c Type date 60 Financial Services Cloud Standard and Custom Objects Field FinancialGoal Details Properties Create, Filter, Group, Nillable, Sort, Update Description Date when the goal was reached. CurrencyIsoCode Type picklist Properties Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description If multiple currencies is enabled, contains the currency ISO code associated with the record. Description__c Type textarea Properties Create, Nillable, Update Description Description of the goal. Household__c Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Household that this goal is associated with. InitialValue__c Type currency Properties Create, Filter, Nillable, Sort, Update Description Starting amount saved toward goal. LastActivityDate Type date Properties Filter, Group, Nillable, Sort Description Timestamp for when this goal last had a task or event action associated with the record. LastReferencedDate Type date 61 Financial Services Cloud Standard and Custom Objects Field FinancialGoal Details Properties Filter, Nillable, Sort, Description Timestamp for when the current user last viewed a record related to this record. LastViewedDate Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Timestamp for when the current user last viewed this record. Name Type string Properties Create, Defaulted on create, Filter, Group, idLookup, Nillable, Sort, Update Description Name of this goal. OwnerId Type reference Properties Create, Defaulted on create, Filter, Group, Sort, Update Description ID of the user who created the financial goal record. PrimaryOwner__c Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Primary owner of this goal. SourceSystemId__c Type string Properties Create, Filter, Group, idLookup, Nillable, Sort, Update Description ID that uniquely identifies the goal in an external data source. Status__c Type picklist 62 Financial Services Cloud Standard and Custom Objects Field FinancialHolding Details Properties Create, Filter, Group, Nillable, Sort, Update Description Status of goal. Valid values: • Completed • In Progress • Not Started TargetDate__c Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date when the goal is expected to be reached. TargetValue__c Type currency Properties Create, Filter, Nillable, Sort, Update Description Amount required for the goal. Type__c Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Purpose of goal. Valid values: • Education • Home Purchase • Other • Retirement FinancialHolding Represents a financial holding in an investment account, such as shares of stock. 63 Financial Services Cloud Standard and Custom Objects FinancialHolding Supported Calls create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert() Fields Field Details AssetCategory__c Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Subcategory of asset type. Valid values: • U.S. Equity • Sector Equity • Allocation • International Equity • Alternative • Commodities • Taxable Bond • Municipal Bond AssetCategoryName__c Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Market capitalization and investing style. Valid values: • Large Growth • Large Value • Large Blend • Small Growth • Small Value • Small Blend • Mid-Cap Growth • Mid-Cap Value • Mid-Cap Blend AssetClass__c Type picklist 64 Financial Services Cloud Standard and Custom Objects Field FinancialHolding Details Properties Create, Filter, Group, Nillable, Sort, Update Description Major category of asset type. Valid values: • Equities • Fixed Income • Cash Equivalents • Alternative Investments CurrencyIsoCode Type picklist Properties Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description If multiple currencies is enabled, contains the currency ISO code associated with the record. FinancialAccount__c Type reference Properties Create, Filter, Group, Sort Description Financial account that this holding is related to. GainLoss__c Type currency Properties Create, Filter, Nillable, Sort, Update Description Change in value since purchase. Household__c Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Household that this holding rolls up to. LastActivityDate Type date Properties Filter, Group, Nillable, Sort 65 Financial Services Cloud Standard and Custom Objects Field FinancialHolding Details Description Timestamp for when this financial holding last had a task or event action associated with the record. LastReferencedDate Type date Properties Filter, Nillable, Sort, Description Timestamp for when the current user last viewed a record related to this record. LastUpdated__c Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Timestamp for when data for this holding was last updated by an external data source. LastViewedDate Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Timestamp for when the current user last viewed this record. MarketValue__c Type currency Properties Create, Filter, Nillable, Sort, Update Description Current market value. Name Type string Properties Create, Defaulted on create, Filter, Group, idLookup, Nillable, Sort, Update Description Name of this holding. PercentChange__c Type percent 66 Financial Services Cloud Standard and Custom Objects Field FinancialHolding Details Properties Create, Filter, Nillable, Sort, Update Description Percent change in value since purchase. Price__c Type currency Properties Create, Filter, Nillable, Sort, Update Description Current price per share. PrimaryOwner__c Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Primary owner of this holding. PurchasePrice__c Type currency Properties Create, Filter, Sort, Update Description Price per-share at time of purchase. Securities__c Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Name of the securities held. Label is Symbol. Shares__c Type double Properties Create, Filter, Sort, Update Description Number of shares held. SourceSystemId__c Type string 67 Financial Services Cloud Standard and Custom Objects Field Lead Custom Fields Details Properties Create, Filter, Group, idLookup, Nillable, Sort, Update Description ID that uniquely identifies the holding in an external data source. Symbol__c Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Ticker symbol for the securities held. The value is copied from Securities__c and can’t be changed. Lead Custom Fields Represents a lead associated with a client. Custom fields extend the Lead object for use in Financial Services Cloud. Fields Field Name Details CreatedFromLead__c Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether a contact converted from this lead sets the value of Contact.CreatedFromLead__c as (true) or not (false). Employer__c Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The lead’s employer information that converts to the client’s contact record upon lead conversion. 68 Financial Services Cloud Standard and Custom Objects LifeEvent LifeEvent Represents a client’s life event, such as a birth or marriage. Reserved for future use. Supported Calls create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert() Fields Field Details Client__c Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Client that the life event is related to. CurrencyIsoCode Type picklist Properties Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description If multiple currencies is enabled, contains the currency ISO code associated with the record. DiscussionNote__c Type textarea Properties Create, Filter, Group, Nillable, Sort, Update Description Notes from client discussions. EventDate__c Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Date of the life event. EventType__c Type picklist 69 Financial Services Cloud Standard and Custom Objects Field Opportunity Custom Fields Details Properties Create, Filter, Group, Nillable, Sort, Update Description Type of life event. Valid values: • College • New Baby • New Business • New Home • New Job • Retirement FinancialGoal__c Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Financial goal that the life event is related to. GoalType__c Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Type of financial goal implied by the life event. Valid values: • Saving for College • Saving for Retirement SourceSystemId__c Type string Properties Create, Filter, Group, idLookup, Nillable, Sort, Update Description ID that uniquely identifies the goal in an external data source. Opportunity Custom Fields Represents an opportunity associated with a client. Custom fields extend the Opportunity object for use in Financial Services Cloud. 70 Financial Services Cloud Standard and Custom Objects ReciprocalRole Fields Field Name Details FinancialAccount__c Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Indicates whether the billing address is the client’s primary address (true) or not (false). ReciprocalRole Represents the other entity’s corresponding role in a one-to-one relationship between entities. Supported Calls create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert() Fields Field Details CreateInverseRole__c Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether the corresponding reciprocal role record is created automatically for the inverse role (true) or not (false). CurrencyIsoCode Type picklist Properties Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description If multiple currencies is enabled, contains the currency ISO code associated with the record. InverseRelationship__c Type reference 71 Financial Services Cloud Standard and Custom Objects Field ReciprocalRole Details Properties Create, Filter, Group, Nillable, Sort, Update Description Uniquely identifies the relationship between Role and InverseRole__c so that it can be referenced by a trigger that creates the inverse relationship record. InverseRole__c Type string Properties Create, Filter, Group, Sort, Update Description The role that the other entity occupies in the relationship, such as a grandparent to a grandchild, or an owned business to a proprietor. LastReferencedDate Type dateTime Properties Filter, Nillable, Sort Description Timestamp for when the current user last viewed a record related to this record. LastViewedDate Type dateTime Properties Filter, Nillable, Sort Description Timestamp for when the current user last viewed this record. Name Type string Properties Create, Defaulted on create, Filter, Group, idLookup, Nillable, Sort, Update Description Name of this reciprocal role. OwnerId Type reference Properties Create, Defaulted on createFilter, Group, Sort, Update Description ID of the user who created the reciprocal role record. 72 Financial Services Cloud Standard and Custom Objects Field Details RecordTypeId Type reference Securities Properties Create, Filter, Group, Nillable, Sort, Update Description ID of the record type associated with this reciprocal role. RelationshipType__c Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Type of entities involved in the relationship. Valid values: • All • Contact Contact Relation • Account Account Relation SourceSystemId__c Type string Properties Create, Filter, Group, idLookup, Nillable, Sort, Update Description ID that uniquely identifies the reciprocal role in an external data source. Securities Represents a security, such as a stock or bond. Supported Calls create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert() Fields Field Details CurrencyIsoCode Type picklist 73 Financial Services Cloud Standard and Custom Objects Field Securities Details Properties Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description If multiple currencies is enabled, contains the currency ISO code associated with the record. CUSIP__c Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Committee on Uniform Securities Identification Procedures identification number for the securities. Exchange__c Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Exchange on which the securities are traded. Valid values: • NYSE • NASDAQ LastReferencedDate Type dateTime Properties Filter, Nillable, Sort Description Timestamp for when the current user last viewed a record related to this record. LastUpdated__c Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Timestamp for when data for the securities was last updated by an external data source. LastViewedDate Type dateTime Properties Filter, Nillable, Sort 74 Financial Services Cloud Standard and Custom Objects Field Securities Details Description Timestamp for when the current user last viewed this record. Name Type string Properties Create, Defaulted on create, Filter, Group, idLookup, Nillable, Sort, Update Description Name of the securities. Label is Symbol. OwnerId Type reference Properties Create, Defaulted on create, Filter, Group, Sort, Update Description ID of the user who created the securities record. Price__c Type currency Properties Create, Filter, Nillable, Sort, Update Description Current price of the securities. SecuritiesName__c Type string Properties Create, Filter, Group, idLookup, Sort, Update Description Name that uniquely identifies the securities. SecurityId__c Type string Properties Create, Filter, Group, Nillable, Sort, Update Description ID of the securities. SourceSystemId__c Type string Properties Create, Filter, Group, idLookup, Nillable, Sort, Update 75 Financial Services Cloud Standard and Custom Objects Field Task Custom Fields Details Description ID that uniquely identifies the securities in an external data source. Task Custom Fields Represents a task associated with a client. Custom fields extend the standard Task object for use in Financial Services Cloud. Fields Field Name Details Expectations__c Type textarea Properties Create, Filter, Group, Nillable, Sort, Update Description Client expectations that this task relates to. Household__c Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description ID of the household associated with the client. NextSteps__c Type textarea Properties Create, Filter, Group, Nillable, Sort, Update Description Next steps for this client task. Objectives__c Type textarea Properties Create, Filter, Group, Nillable, Sort, Update Description Client objectives that this task relates to. 76 Financial Services Cloud Standard and Custom Objects Field Name Details Regarding__c Type picklist Revenue Properties Create, Filter, Group, Nillable, Sort, Update Description The nature of this client task. Valid values: • Prospecting • Onboarding • Client Retention • Service Revenue Represents data from Financial Services Cloud and external systems to aggregate revenue streams for an advisor’s book of business. Supported Calls create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert() Fields Field Details Account__c Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Account that Revenue__c is related from. This field or FinancialAccount__c requires an entry but not both. Amount__c Type currency Properties Create, Filter Sort, Update Description Revenue amount. 77 Financial Services Cloud Standard and Custom Objects Field Details Date__c Type date Revenue Properties Create, Filter, Group, Sort, Update Description Date when this revenue was made. FinancialAccount__c Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Financial Account that Revenue__c is related from. This field or Account__c requires an entry but not both. SourceSystemId__c Type string Properties Create, Filter, Group, idLookup, Nillable, Sort, Update Description A value that uniquely identifies the revenue in an external data source. SubType__c Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description The subtype of revenues. Valid values: Transaction, Advisory, Investment, Custodian, Planning. Type__c Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description The type of revenues. Valid values: Fees, Commission. 78 FINANCIAL SERVICES CLOUD CUSTOM METADATA TYPES Financial Services Cloud Custom Metadata Types Use custom metadata types and fields that help deliver additional features for Financial Services Cloud. Fields and custom metadata types in the package have the FinServ namespace prefix. For example, FinServ__AccountRecordType__c is a custom field on Individual Record Type Mapper. FinServ__IndividualRecordTypeMapper__mdt is a custom metadata type. Not all fields are listed for some custom metadata types. To verify the complete list of fields for a custom metadata type, use a describe call from the API, inspect the WSDL, or use a schema viewer. SEE ALSO: Custom Metadata Types IndividualRecordTypeMapper Maps a new custom Individual record type to the standard Individual record type from Financial Services Cloud. Note: New custom fields can’t be added to managed custom metadata types. Supported Calls describeLayout(), describeSObjects(), query(), retrieve(), search() Field Details AccountRecordTypeNamespace__c Type string Properties Filter, Group, Nillable, Sort Description Namespace for Account record type being mapped. AccountRecordType__c Type string Properties Filter, Group, Nillable, Sort Description The name of your new custom Individual record type being mapped to the Financial Services Cloud Individual record type. 79 Financial Services Cloud Custom Metadata Types Field IndividualRecordTypeMapper Details Note: This field is for Salesforce internal-use only. By default, this field doesn’t appear on any page layout. ContactRecordTypeNamespace__c Type string Properties Filter, Group, Nillable, Sort Description Namespace for Contact record type being mapped. ContactRecordType__c Type string Properties Filter, Group, Nillable, Sort Description Contact record type being mapped to the Financial Services Cloud Individual record type. DetailPage__c Type string Properties Filter, Group, Nillable, Sort Description Salesforce internal-use only. IndividualType__c Type string Properties Filter, Group, Nillable, Sort Description Type of Individual being mapped. LeadRecordTypeNamespace__c Type string Properties Filter, Group, Nillable, Sort Description Lead namespace for your custom record type’s org. LeadRecordType__c Type string Properties Filter, Group, Nillable, Sort 80 Financial Services Cloud Custom Metadata Types Field GroupRecordTypeMapper Details Description Lead Record Type to be used when converting Lead records. Leave this field blank to use any record type. All available record types are converted to an Individual record type unless there is another mapping specified. GroupRecordTypeMapper Maps a new custom Group record type to the standard Group record type from Financial Services Cloud. Note: New custom fields can’t be added to managed custom metadata types. Supported Calls describeLayout(), describeSObjects(), query(), retrieve(), search() Field Details AccountRecordType__c Type string Properties Filter, Group, Nillable, Sort Description The name of your new custom Group record type being mapped to the Financial Services Cloud Group record type. Note: This field is for Salesforce internal-use only. By default, this field doesn’t appear on any page layout. AccountRecordTypeNamespace__c Type string Properties Filter, Group, Nillable, Sort Description Namespace for Account record type being mapped. 81 FINANCIAL SERVICES CLOUD CUSTOM TRIGGERS Financial Services Cloud Custom Triggers Custom triggers ensure that data flows properly through the custom-designed objects and fields for Financial Services Cloud. Custom triggers that are provided for you, and use the FinServ namespace prefix. For example, FinServ__AccountTrigger is a custom trigger on Account that performs tasks on Account, Contact, and the relationship object AccountAccountRelation. Table 1: Financial Services Cloud Quick Reference for Triggers Host Object Trigger Name AccountAccountRelation FinServ__AccountAccountRelationTrigger AccountContactRelation FinServ__AccountContactRelationTrigger Account FinServ__AccountTrigger AssetsAndLiabilities FinServ__AssetsAndLiabilitiesTrigger ContactcontactRelation FinServ__ContactContactRelationTrigger Contact FinServ__ContactTrigger Event FinServ__EventTrigger FinancialAccountRole FinServ__FinancialAccountRoleTrigger FinancialAccount FinServ__FinancialAccountTrigger FinancialGoal FinServ__FinancialGoalTrigger FinancialHolding FinServ__FinancialHoldingTrigger Lead FinServ__LeadTrigger ReciprocalRole FinServ__ReciprocalRoleTrigger RollupByLookupConfig FinServ__RollupByLookupConfigTrigger Task FinServ__TaskTrigger Trigger Behavior The package provides triggers on SObjects, Relation SObjects, and Rollup SObjects. Each object type’s trigger checks for various conditions and then performs tasks based on what it finds. Each object has only one trigger, the following list explains trigger behavior by object. 82 Financial Services Cloud Custom Triggers Financial Services Cloud Custom Triggers SObjects Account Before insert: Checks the record type to see if the account is a portion of an individual. If it isn’t, the IndividualType field is set to blank. After insert: Creates an individual contact linked to the account if the user creates an account of record type Individual. Also assigns topics based on the value in the field after a new account has been created. Steps to create an individual contact and assign topics: • For each account created, create a contact. • For each contact, associate the AccountId. • For each account, associate the ContactId. This is done in a future method. • If automatic household creation is set, HouseholdService is called to create a household. • Set IndividualId__c to the AccountId, and set to the current date. Before update: Validates that the update on the account: • Doesn’t change the account’s record type from individual to another record type, and doesn’t change from one individual record type to another. • Doesn’t change the account’s record type from another record type to an individual record type. After update: Updates the Account Name when the Contact Name for that client is updated. Also assigns topics based on the values in the field after a new account has been created. Before delete: Helps perform cascade deletes. Gathers all rollup objects related to the account to be deleted. After delete: Rolls back the rollup objects related to the deleted account. Contact Before insert: Creates an individual (Account - Representing Party) when the individual contact is promoted as an individual. • For each account that is passed, create a contact entity. • For each contact, associate the AccountId. • For each account, associate the ContactId. This is done in a future method. • If automatic household creation is set, HouseholdService is called to create a household. • Set IndividualId__c to the AccountId, and set the current datetime. After insert: Validates that the referenced individual account does not already have a contact associated with it. This check is bypassed during a lead conversion. Before update: Validates that the update on the account record: • Doesn’t change the record type of the account from individual to another record type. • Doesn’t change the record type of the account from any other record type to an individual. • Validates that the referenced individual account does not already have a contact associated with it. After update: Syncs the account associated with the updated contact to reflect the updated fields. The following fields are synced: • AccountName • OwnerId • IndividualType__c • RecordTypeId Note: Revenue and Securities SObjects don’t have triggers. 83 Financial Services Cloud Custom Triggers Financial Services Cloud Custom Triggers Relation SObjects AccountContactRelation (ACR) Before insert: Populates the RecordTypeId and the Date for each ACR record to be inserted. Ensures that each ACR obeys the following requirements: • No multiple primary members for a given household • Contact portion can’t be a member of multiple households • No multiple ACR records with the same AccountId and ContactId combination After insert: Recalculates the rollups for all groups in which member or business ACRs are changed. Before update: Performs the same actions as before the insert. After update: Performs the same actions as after the insert. Before delete: Ensures that none of the ACRs to be deleted are of the record type Group. Also recalculates rollups for all groups when any member or business ACRs are changed. AccountAccountRelation (AAR) After insert: Creates the inverse record if the auto-create inverse setting is selected. Before update: Checks to see if records are being deactivated. If so, sets EndDate__c as the day of the update, and deactivates the inverse record if the auto-create inverse setting is selected. Before delete: Deletes the inverse record of the AAR if the auto-create inverse setting is selected. ContactContactRelation (CCR) After insert: Creates the inverse record if the auto-create inverse setting is selected. Before update: Checks to see if records are being deactivated. If so, sets the EndDate__c as today, and deactivates the inverse record if the auto-create inverse setting is selected. Before delete: Deletes the inverse record of the CCR if the auto-create inverse setting is selected. Rollup SObjects Note: Rollup SObject triggers generally revolve around updating the Household__c field, which points to the account portion of the group that they roll up to. In most cases, the rollup calculation is also calculated. Financial Account Before insert: Sets the value of the owner type when an existing FinancialAccount record is updated, then sets the Household__c field to the account portion of the group that it’s rolling up to. After insert: At a minimum, creates the primary owner role for a new financial account, along with joint owner roles and user-selected roles if any. Also, performs a rollup calculation. Before update: Sets the value of the owner type when a financial account is updated, then sets the Household__c field to the account portion of the group that it’s rolling up to. After update: • Creates a primary owner role for a new financial account. • Creates joint owner roles and user-selected roles if any. • Performs rollup calculation. After delete: Performs rollup calculation. 84 Financial Services Cloud Custom Triggers Financial Services Cloud Custom Triggers Assets and Liabilities Before insert: Sets the value of the owner type when a financial account is updated, then sets the Household__c field to the account portion of the group that it’s rolling up to. Before update: Sets the value of the owner type when a financial account is updated, then sets the Household__c field to the account portion of the group that the financial account is rolling up to. Financial Goals Before insert: Sets the Household__c field of the FinancialGoal record to the account portion of the group that the financial goal is rolling up to. After insert: No validation or action. Before update: Sets the Household__c field of the financial goal to the account portion of the group that the financial goal is rolling up to. Financial Account Role (FAR) Before insert: Checks the RelatedContact__c field of the FAR record to see if it’s associated with an individual account. Updates the RelatedAccount__c field to that of the individual account if it is. Before update: • Checks the RelatedContact__c field of the FAR record to see if it’s associated with an individual account. Updates the RelatedAccount__c field if it is. • Sets the end day to the day of the update on the FARs that were deactivated. Financial Holdings Before insert: Retrieves financial account fields based on the FinancialHolding record and then populates the Household__c and PrimaryOwner fields on the financial holding to be inserted. Note: Financial holdings are not part of the rollup objects, so no rollup is performed. 85
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