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
DetailsField Name
Type
currency
AUM__c
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.
Type
picklist
ClientCategory__c
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
Type
multipicklist
FinancialInterests__c
Properties
Create, Filter, Nillable, Update
Description
Client’s financial areas of interest. Valid values:
•Municipal Bonds
•Fixed Income
•Energy
2
DetailsField Name
•Technology
•CRM
•AAPL
•GOOG
•Retirement
•College Planning
Type
string
IndividualId__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Read only. Unique ID that relates this individual’s account record to its contact record.
Type
picklist
IndividualType__c
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.
Type
picklist
InvestmentExperience__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Client’s investment experience. Valid values:
•Experienced
•Moderately Experienced
•Moderately Inexperienced
•Inexperienced
Type
multipicklist
InvestmentObjectives__c
3
Account Custom FieldsFinancial Services Cloud Standard and Custom Objects
DetailsField Name
Properties
Create, Filter, Nillable, Update
Description
Client’s preference for growth versus income investments. Valid values:
•Conservative Income
•Income
•Balanced
•Growth
•Aggressive Growth
Type
date
LastInteraction__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Date of the last client meeting or call.
Type
date
LastReview__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Date of the last client review.
Type
multipicklist
MarketingSegment__c
Properties
Create, Filter, Nillable, Update
Description
Market segments that characterize the client. Valid values:
•Mass Affluent
•High Net Worth
•Female Investor
•Millennial
Type
currency
NetWorth__c
Properties
Create, Filter, Nillable, Sort, Update
4
Account Custom FieldsFinancial Services Cloud Standard and Custom Objects
DetailsField Name
Description
Value of the client’s assets minus liabilities.
Type
date
NextInteraction__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Date of the next client meeting or call.
Type
date
NextReview__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Date of the next client review.
Type
textarea
Notes__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Important notes about the client. Label is Important Notes.
Type
multipicklist
PersonalInterests__c
Properties
Create, Filter, Nillable, Update
Description
Client’s personal areas of interest. Valid values:
•Cooking
•College Basketball
•Environment
•Hiking
•Biking
•Wine
Type
reference
PrimaryContact__c
Properties
Create, Filter, Group, Nillable, Sort, Update
5
Account Custom FieldsFinancial Services Cloud Standard and Custom Objects
DetailsField Name
Description
Read only. ID of the contact record associated with this individual’s account record.
Type
picklist
ReviewFrequency__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Frequency of client reviews. Valid values:
•Monthly
•Quarterly
•Annually
Type
picklist
RiskTolerance__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Level of risk the client is comfortable with. Valid values:
•Aggressive
•Conservative
•Moderate
•None
Type
picklist
ServiceModel__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Service level assigned to client. Valid values:
•Tier 1
•Tier 2
•Tier 3
Type
string
SourceSystemId__c
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
ID that uniquely identifies the client in an external data source.
6
Account Custom FieldsFinancial Services Cloud Standard and Custom Objects
DetailsField Name
Type
picklist
Status__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Client’s status with your firm. Valid values:
•Prospect
•Onboarding
•Active
•Deceased
•Inactive
Type
picklist
TimeHorizon__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Client’s investment time frame. Valid values:
•Long Term
•Medium Term
•Short Term
Type
currency
TotalAUMJointOwner__c
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.
Type
currency
TotalAUMPrimaryOwner__c
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.
Type
currency
TotalBankDeposits__c
7
Account Custom FieldsFinancial Services Cloud Standard and Custom Objects
DetailsField Name
Properties
Filter, Nillable, Sort
Description
Value of client's bank accounts. Calculated as the sum of
TotalBankDepositsPrimaryOwner__c and
TotalBankDepositsJointOwner__c.
Type
currency
TotalBankDepositsJointOwner__c
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.
Type
currency
TotalBankDepositsPrimaryOwner__c
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.
Type
double
TotalFinAcctsJointOwner__c
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.
Type
double
TotalFinAcctsPrimaryOwner__c
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
Account Custom FieldsFinancial Services Cloud Standard and Custom Objects
DetailsField Name
Type
currency
TotalFinancialAccounts__c
Properties
Filter, Nillable, Sort
Description
Value of all financial accounts, excluding insurance policies. Calculated as the sum of
TotalBankDeposits__c and TotalInvestments__c.
Type
double
TotalHeldFinAcctsJointOwner__c
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.
Type
double
TotalHeldFinAcctsPrimaryOwner__c
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.
Type
currency
TotalInsurance__c
Properties
Filter, Nillable, Sort
Description
Value of client's insurance policies. Calculated as the sum of
TotalInsurancePrimaryOwner__c and TotalInsuranceJointOwner__c.
Type
currency
TotalInsuranceJointOwner__c
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
Account Custom FieldsFinancial Services Cloud Standard and Custom Objects
DetailsField Name
Type
currency
TotalInsurancePrimaryOwner__c
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.
Type
currency
TotalInvestments__c
Properties
Filter, Nillable, Sort
Description
Value of client's investment accounts. Calculated as the sum of
TotalInvestmentsPrimaryOwner__c and
TotalInvestmentsJointOwner__c.
Type
currency
TotalInvestmentsJointOwner__c
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.
Type
currency
TotalInvestmentsPrimaryOwner__c
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.
Type
currency
TotalLiabilities__c
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
Account Custom FieldsFinancial Services Cloud Standard and Custom Objects
DetailsField Name
Type
currency
TotalLiabilitiesJointOwner__c
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.
Type
currency
TotalLiabilitiesPrimaryOwner__c
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.
Type
double
TotalNonfinancialAssets__c
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.
Type
currency
TotalNonfinancialAssetsJointOwner__c
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.
Type
currency
TotalNonfinancialAssetsPrimaryOwner__c
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
Account Custom FieldsFinancial Services Cloud Standard and Custom Objects
DetailsField Name
Type
percent
WalletShare__c
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
DetailsField
Type
reference
Account__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Account that RelatedAccount__c is related from.
Type
boolean
Active__c
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.
Type
picklist
CurrencyIsoCode
Properties
Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
12
AccountAccountRelationFinancial Services Cloud Standard and Custom Objects
DetailsField
Description
If multiple currencies is enabled, contains the currency ISO code associated with the record.
Type
date
EndDate__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Date when the relationship ended.
Type
string
ExternalId__c
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
ID that uniquely identifies the relationship in an external data source.
Type
reference
InverseRelationship__c
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.
Type
string
Name
Properties
Defaulted on create, Filter, idLookup, Sort
Description
Auto-number identifier for the relationship. Label is Account Relation Name.
Type
reference
OwnerId
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
ID of the user who created the relationship record.
Type
reference
RelatedAccount__c
13
AccountAccountRelationFinancial Services Cloud Standard and Custom Objects
DetailsField
Properties
Filter, Group, Nillable, Sort
Description
Account that Account__c is related to.
Type
reference
Role__c
Properties
Create, Filter, Group, Sort, Update
Description
Role that describes how RelatedAccount__c is related to Account__c.
Type
string
SourceSystemId__c
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
ID that uniquely identifies the relationship in an external data source.
Type
date
StartDate__c
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
AccountContactRelation Standard and Custom FieldsFinancial Services Cloud Standard and Custom Objects
Fields
DetailsField
Type
reference
AccountId
Properties
Create, Filter, Group, Sort
Description
ID of the household (account) that the individual is a member of.
Type
reference
ContactId
Properties
Create, Filter, Group, Sort
Description
ID of the contact that partially represents the individual.
Type
picklist
CurrencyIsoCode
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.
Type
date
EndDate
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Date when the individual’s status as a household member is no longer in effect.
Type
boolean
IncludeInGroup__c
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
Includes this account in a related individual's primary group.
Type
boolean
IsActive
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
15
AccountContactRelation Standard and Custom FieldsFinancial Services Cloud Standard and Custom Objects
DetailsField
Description
Indicates whether the individual’s status as a household member is in effect (true) or not
(false). Label is Active.
Type
boolean
IsDirect
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.
Type
boolean
Primary__c
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
Indicates the primary member of a group (true) or not (false).
Type
boolean
PrimaryGroup__c
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.
Type
picklist
Roles
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
AccountContactRelation Standard and Custom FieldsFinancial Services Cloud Standard and Custom Objects
DetailsField
•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.
Type
multipicklist
Rollups__c
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
Type
string
SourceSystemId__c
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
ID that uniquely identifies the individual in an external data source.
Type
date
StartDate
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
AlertFinancial Services Cloud Standard and Custom Objects
Supported Calls
create(), delete(), describeLayout(), getDeleted(), getUpdated(), query(), retrieve(), undelete(),
update(), upsert()
Fields
DetailsField
Type
reference
Account__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
A lookup field to an account that alerts are related to.
Type
boolean
Active__c
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
Indicates whether an alert is active.
Type
reference
FinancialAccount__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The financial account that alerts are related to.
Type
string
Message__c
Properties
Create, Filter, Group, Sort, Update
Description
The main content of an alert.
Type
string
MessageDescription__c
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
AlertFinancial Services Cloud Standard and Custom Objects
DetailsField
Type
picklist
Priority__c
Properties
Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
An indication of the urgency of an alert. Valid values:
•High
•Low
•Medium
Type
picklist
Severity__c
Properties
Create, Defaulted on create, Filter, Group, Restricted picklist, Sort, Update
Description
The type of alert. Valid values:
•Error
•Info
•Warning
Type
string
SourceSystemId__c
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
AssetsAndLiabilitiesFinancial Services Cloud Standard and Custom Objects
Fields
DetailsField
Type
currency
Amount__c
Properties
Create, Filter, Nillable, Sort, Update
Description
Amount of an asset (positive) or liability (negative).
Type
picklist
AssetsAndLiabilitiesSource__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Data source. Label is Source. Valid values:
•Manual Entry
•Yodlee
Type
picklist
AssetsAndLiabilitiesType__c
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
Type
picklist
CurrencyIsoCode
Properties
Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
20
AssetsAndLiabilitiesFinancial Services Cloud Standard and Custom Objects
DetailsField
Description
If multiple currencies is enabled, contains the currency ISO code associated with the record.
Type
textarea
Description__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Description of this asset or liability.
Type
reference
FinancialAccount__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Financial account that this asset or liability is related to.
Type
reference
Household__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Household that this asset or liability is associated with.
Type
reference
JointOwner__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Joint owner, if any, for this asset or liability.
Type
date
LastReferencedDate
Properties
Filter, Nillable, Sort,
Description
Timestamp for when the current user last viewed a record related to this record.
Type
date
LastViewedDate
Properties
Create, Filter, Group, Nillable, Sort, Update
21
AssetsAndLiabilitiesFinancial Services Cloud Standard and Custom Objects
DetailsField
Description
Timestamp for when the current user last viewed this record.
Type
string
Name
Properties
Create, Defaulted on create, Filter, Group, idLookup, Nillable, Sort, Update
Description
Name of this asset or liability.
Type
reference
OwnerId
Properties
Create, Defaulted on createFilter, Group, Sort, Update
Description
ID of the user who created the asset or liability record.
Type
picklist
Ownership__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Type of ownership for this asset or liability. Valid values:
•Individual
•Joint
•Trust
Type
string
OwnerType__c
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.
Type
reference
PrimaryOwner__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Primary owner of this asset or liability.
22
AssetsAndLiabilitiesFinancial Services Cloud Standard and Custom Objects
DetailsField
Type
reference
RecordTypeId
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
ID of the record type associated with this asset or liability.
Type
string
SourceSystemId__c
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
DetailsField Name
Type
double
Age__c
Properties
Filter, Nillable, Sort
Description
Age. Calculated from Contact.Birthdate.
Type
string
AgeAsText__c
Properties
Filter, Nillable, Sort
Description
Age expressed in years, months, and days. Calculated from Contact.Birthdate. Label
is Age Text.
Type
currency
AnnualIncome__c
23
Contact Custom FieldsFinancial Services Cloud Standard and Custom Objects
DetailsField Name
Properties
Create, Filter, Nillable, Sort, Update
Description
Annual income.
Type
string
BillingAddress__c
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.
Type
string
Citizenship__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Citizenship.
Type
picklist
CountryOfBirth__c
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
Contact Custom FieldsFinancial Services Cloud Standard and Custom Objects
DetailsField Name
•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
Contact Custom FieldsFinancial Services Cloud Standard and Custom Objects
DetailsField Name
•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
Contact Custom FieldsFinancial Services Cloud Standard and Custom Objects
DetailsField Name
•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
Contact Custom FieldsFinancial Services Cloud Standard and Custom Objects
DetailsField Name
•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
Contact Custom FieldsFinancial Services Cloud Standard and Custom Objects
DetailsField Name
•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
Contact Custom FieldsFinancial Services Cloud Standard and Custom Objects
DetailsField Name
•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
Contact Custom FieldsFinancial Services Cloud Standard and Custom Objects
DetailsField Name
Type
string
CountryOfResidence__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Country of primary residence.
Type
boolean
CreatedFromLead__c
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
Indicates whether the individual was created from a converted lead (true) or not (false).
Type
string
CurrentEmployer__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Name of current employer.
Type
double
EmployedSince__c
Properties
Create, Filter, Nillable, Sort, Update
Description
Tenure with current employer.
Type
url
Facebook__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Facebook profile URL.
Type
string
Gender__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Gender. Valid values:
31
Contact Custom FieldsFinancial Services Cloud Standard and Custom Objects
DetailsField Name
•Female
•Male
•Other
Type
string
IndividualId__c
Properties
Filter, Nillable, Sort
Description
Unique ID that relates this individual’s contact record to its account record. Calculated from
Account.IndividualId__c.
Type
picklist
IndividualType__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Type of individual. Valid values:
•Individual
Type
string
LanguagesSpoken__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Languages spoken.
Type
url
LinkedIn__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
LinkedIn profile URL.
Type
string
MailingAddress__c
Properties
Filter, Nillable, Sort
Description
The compound form of the mailing address. Based on these address fields:
MailingStreet, MailingCity, MailingState, MailingPostalCode,
and MailingCountry.
32
Contact Custom FieldsFinancial Services Cloud Standard and Custom Objects
DetailsField Name
Type
picklist
MaritalStatus__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Marital status. Valid values:
•Single
•Married
•Separated
•Divorced
•Widowed
Type
double
NumberOfDependents__c
Properties
Create, Filter, Nillable, Sort, Update
Description
Number of dependents, such as spouse and dependent children.
Type
string
Occupation__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Occupation.
Type
string
OtherAddress__c
Properties
Filter, Nillable, Sort
Description
The compound form of the other address. Based on these address fields: OtherStreet,
OtherCity, OtherState, OtherPostalCode, and OtherCountry.
Type
string
PreferredName__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Individual’s preferred name.
33
Contact Custom FieldsFinancial Services Cloud Standard and Custom Objects
DetailsField Name
Type
boolean
PrimaryAddressIsBilling__c
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).
Type
boolean
PrimaryAddressIsMailing__c
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).
Type
boolean
PrimaryAddressIsOther__c
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).
Type
boolean
PrimaryAddressIsShipping__c
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).
Type
picklist
PrimaryLanguage__c
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
Contact Custom FieldsFinancial Services Cloud Standard and Custom Objects
DetailsField Name
•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
Contact Custom FieldsFinancial Services Cloud Standard and Custom Objects
DetailsField Name
•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
Contact Custom FieldsFinancial Services Cloud Standard and Custom Objects
DetailsField Name
•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
Contact Custom FieldsFinancial Services Cloud Standard and Custom Objects
DetailsField Name
•Upper Sorbian
•Urdu
•Uzbek
•Venetian
•Vietnamese
•Vilamovian
•Volapük
•Võrro
•Welsh
•Xhosa
•Yiddish
•Zazaki
Type
picklist
SecondaryLanguage__c
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
Contact Custom FieldsFinancial Services Cloud Standard and Custom Objects
DetailsField Name
•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
Contact Custom FieldsFinancial Services Cloud Standard and Custom Objects
DetailsField Name
•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
Contact Custom FieldsFinancial Services Cloud Standard and Custom Objects
DetailsField Name
•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
Contact Custom FieldsFinancial Services Cloud Standard and Custom Objects
DetailsField Name
Type
string
ShippingAddress__c
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.
Type
string
SourceSystemId__c
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
ID that uniquely identifies the individual in an external data source.
Type
picklist
TaxBracket__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Rate at which the individual is taxed. Valid values:
•10%
•15%
•25%
•28%
•33%
•35%
Type
string
TaxId__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Tax Identification Number or Social Security Number.
Type
url
Twitter__c
Properties
Create, Filter, Group, Nillable, Sort, Update
42
Contact Custom FieldsFinancial Services Cloud Standard and Custom Objects
DetailsField Name
Description
Twitter profile URL.
Type
date
WeddingAnniversary__c
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
DetailsField
Type
boolean
Active__c
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.
Type
reference
Contact__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Contact that RelatedContact__c is related from.
Type
picklist
CurrencyIsoCode
43
ContactContactRelationFinancial Services Cloud Standard and Custom Objects
DetailsField
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.
Type
date
EndDate__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Date when the relationship ended.
Type
string
ExternalId__c
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
ID that uniquely identifies the relationship in an external data source.
Type
reference
InverseRelationship__c
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.
Type
string
Name
Properties
Defaulted on create, Filter, idLookup, Sort
Description
Auto-number identifier for the relationship. Label is Contact Relation Name.
Type
reference
OwnerId
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
ID of the user who created the relationship record.
44
ContactContactRelationFinancial Services Cloud Standard and Custom Objects
DetailsField
Type
reference
RelatedContact__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Contact that Contact__c is related to.
Type
reference
Role__c
Properties
Create, Filter, Group, Sort, Update
Description
Role that describes how RelatedContact__c is related to Contact__c
Type
string
SourceSystemId__c
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
ID that uniquely identifies the relationship in an external data source.
Type
date
StartDate__c
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
DetailsField Name
Type
textarea
Expectations__c
Properties
Create, Filter, Group, Nillable, Sort, Update
45
Event Custom FieldsFinancial Services Cloud Standard and Custom Objects
DetailsField Name
Description
Client expectations that this event relates to.
Type
reference
Household__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
ID of the household associated with the client.
Type
textarea
NextSteps__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Next steps for this client event.
Type
textarea
Objectives__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Client objectives that this event relates to.
Type
picklist
Regarding__c
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
FinancialAccountFinancial Services Cloud Standard and Custom Objects
Supported Calls
create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(),
retrieve(), search(), undelete(), update(), upsert()
Fields
DetailsField
Type
string
Address1__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Street address line 1 for mailing address.
Type
string
Address2__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Street address line 2 for mailing address.
Type
date
ApplicationDate__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Date when the client submitted the financial account application.
Type
boolean
AssetRebalance__c
Properties
Create, Defaulted on create, Filter, Sort, Update
Description
Indicates whether automatic portfolio rebalancing applies to this financial account (true)
or not (false).
Type
currency
AverageBalance__c
Properties
Create, Defaulted on create, Filter, Nillable, Sort, Update
Description
Average amount of money in the financial account, over a time period.
47
FinancialAccountFinancial Services Cloud Standard and Custom Objects
DetailsField
Type
currency
Balance__c
Properties
Create, Defaulted on create, Filter, Nillable, Sort, Update
Description
Amount of money in the financial account.
Type
currency
CashBalance__c
Properties
Create, Filter, Nillable, Sort, Update
Description
Cash available in the financial account.
Type
string
City__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
City for mailing address.
Type
date
CloseDate__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Date when this financial account was closed.
Type
string
Country__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Country for mailing address.
Type
picklist
CurrencyIsoCode
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
FinancialAccountFinancial Services Cloud Standard and Custom Objects
DetailsField
Type
textarea
Description__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Description of the financial account.
Type
boolean
Discretionary__c
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).
Type
string
FinancialAccountNumber__c
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.
Type
picklist
FinancialAccountSource__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Data source. Label is Source. Valid values:
•Integrator
•Manual Entry
•Pending
Type
picklist
FinancialAccountType__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Type of financial account. Label is Type. Valid values:
•401(a)
•401(k)
49
FinancialAccountFinancial Services Cloud Standard and Custom Objects
DetailsField
•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
Type
boolean
HeldAway__c
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).
Type
double
HoldingCount__c
Properties
Filter, Nillable, Sort
Description
Number of holdings within this financial account. Calculated by roll-up summary. Label is
Number of Holdings.
Type
reference
Household__c
Properties
Create, Filter, Group, Nillable, Sort, Update
50
FinancialAccountFinancial Services Cloud Standard and Custom Objects
DetailsField
Description
Household that this financial account rolls up to.
Type
currency
InsuredAmount__c
Properties
Create, Filter, Nillable, Sort, Update
Description
The insured value that an insurance policy covers.
Type
multipicklist
InvestmentObjectives__c
Properties
Create, Filter, Nillable, Update
Description
Purpose of this financial account. Valid values:
•Safety
•Income
•Growth
•Tax Optimization
•Liquidity
Type
reference
JointOwner__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Joint owner of this financial account.
Type
date
LastActivityDate
Properties
Filter, Group, Nillable, Sort
Description
Timestamp for when this financial account last had a task or event action associated with
the record.
Type
dateTime
LastReferencedDate
Properties
Filter, Nillable, Sort
51
FinancialAccountFinancial Services Cloud Standard and Custom Objects
DetailsField
Description
Timestamp for when the current user last viewed a record related to this record.
Type
date
LastUpdated__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Timestamp for when data for this financial account was last updated by an external data
source.
Type
dateTime
LastViewedDate
Properties
Filter, Nillable, Sort
Description
Timestamp for when the current user last viewed this record.
Type
boolean
Managed__c
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).
Type
currency
MinimumBalance__c
Properties
Create, Defaulted on create, Filter, Nillable, Sort, Update
Description
Minimum balance requirement for this financial account.
Type
picklist
ModelPortfolio__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Model asset allocation for this financial account. Valid values:
•Conservative
•Moderate
52
FinancialAccountFinancial Services Cloud Standard and Custom Objects
DetailsField
•Balanced
•Growth
•Aggressive
Type
string
Name
Properties
Create, Defaulted on create, Filter, Group, idLookup, Nillable, Sort, Update
Description
Name of this financial account.
Type
date
OpenDate__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Date when this financial account was opened.
Type
reference
OwnerId
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
ID of the user who created the financial account record.
Type
picklist
Ownership__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Type of ownership for this financial account. Valid values:
•Individual
•Joint
•Trust
Type
string
OwnerType__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Client’s ownership role (primary or joint) for this financial account.
53
FinancialAccountFinancial Services Cloud Standard and Custom Objects
DetailsField
Type
boolean
PaperlessDelivery__c
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
Client elects to receive electronic delivery of financial account documents (true) or not
(false).
Type
percent
Performance1Yr__c
Properties
Create, Filter, Nillable, Sort, Update
Description
Performance measured over the past year.
Type
percent
Performance3Yr__c
Properties
Create, Filter, Nillable, Sort, Update
Description
Performance measured over the past three years.
Type
percent
PerformanceMTD__c
Properties
Create, Filter, Nillable, Sort, Update
Description
Performance measured over the past month-to-date.
Type
percent
PerformanceQTD__c
Properties
Create, Filter, Nillable, Sort, Update
Description
Performance measured over the past quarter-to-date.
Type
percent
PerformanceYTD__c
Properties
Create, Filter, Nillable, Sort, Update
54
FinancialAccountFinancial Services Cloud Standard and Custom Objects
DetailsField
Description
Performance measured over the past calendar year-to-date.
Type
string
PostalCode__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Postal code for mailing address.
Type
currency
Premium__c
Properties
Create, Filter, Nillable, Sort, Update
Description
Amount paid to the insurer for insurance policy coverage.
Type
reference
PrimaryOwner__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Primary owner of this financial account.
Type
picklist
RebalanceFrequency__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Frequency of portfolio rebalancing for this financial account. Valid values:
•Monthly
•Quarterly
•Semiannually
•Annually
Type
reference
RecordTypeId
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
ID of the record type associated with this financial account.
55
FinancialAccountFinancial Services Cloud Standard and Custom Objects
DetailsField
Type
string
RecordTypeName__c
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.
Type
date
RenewalDate__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Date when insurance policy renewal is due.
Type
string
ServiceProvider__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Custodian or recordkeeper of this financial account.
Type
string
SourceSystemId__c
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
ID that uniquely identifies the financial account in an external data source.
Type
string
State__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
State for mailing address.
Type
picklist
Status__c
Properties
Create, Filter, Group, Nillable, Sort, Update
56
FinancialAccountFinancial Services Cloud Standard and Custom Objects
DetailsField
Description
Status of this financial account. Valid values:
•Open
•Closed
•On Hold
•Pending
Type
string
TaxID__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Tax Identification Number associated with this financial account.
Type
picklist
TaxStatus__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Type of tax treatment this financial account qualifies for. Valid values:
•Nonqualified
•Qualified
Type
picklist
TimeHorizon__c
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
FinancialAccountRoleFinancial Services Cloud Standard and Custom Objects
Supported Calls
create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(),
retrieve(), undelete(), update(), upsert()
Fields
DetailsField
Type
boolean
Active__c
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).
Type
picklist
CurrencyIsoCode
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.
Type
boolean
Editable__c
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
Indicates whether this field is editable (true) or not (false).
Type
date
EndDate__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
End date when the organizational entity or person relinquished this role.
Type
reference
FinancialAccount__c
Properties
Create, Filter, Group, Sort
Description
Financial account that this role is related to.
58
FinancialAccountRoleFinancial Services Cloud Standard and Custom Objects
DetailsField
Type
string
Name
Properties
Defaulted on create, Filter, idLookup, Sort
Description
Name of the financial account role.
Type
reference
RecordTypeId
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
ID of the record type associated with this financial account role.
Type
reference
RelatedAccount__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Name of the organizational entity that is involved with the financial account.
Type
reference
RelatedContact__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Name of the person who is involved with the financial account.
Type
picklist
Role__c
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
FinancialAccountRoleFinancial Services Cloud Standard and Custom Objects
DetailsField
•Grantor
•Accountant
•Business Manager
Type
string
SourceSystemId__c
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
ID that uniquely identifies the role in an external data source.
Type
date
StartDate__c
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
DetailsField
Type
currency
ActualValue__c
Properties
Create, Filter, Nillable, Sort, Update
Description
Current amount saved toward goal.
Type
date
CompletionDate__c
60
FinancialGoalFinancial Services Cloud Standard and Custom Objects
DetailsField
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Date when the goal was reached.
Type
picklist
CurrencyIsoCode
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.
Type
textarea
Description__c
Properties
Create, Nillable, Update
Description
Description of the goal.
Type
reference
Household__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Household that this goal is associated with.
Type
currency
InitialValue__c
Properties
Create, Filter, Nillable, Sort, Update
Description
Starting amount saved toward goal.
Type
date
LastActivityDate
Properties
Filter, Group, Nillable, Sort
Description
Timestamp for when this goal last had a task or event action associated with the record.
Type
date
LastReferencedDate
61
FinancialGoalFinancial Services Cloud Standard and Custom Objects
DetailsField
Properties
Filter, Nillable, Sort,
Description
Timestamp for when the current user last viewed a record related to this record.
Type
date
LastViewedDate
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Timestamp for when the current user last viewed this record.
Type
string
Name
Properties
Create, Defaulted on create, Filter, Group, idLookup, Nillable, Sort, Update
Description
Name of this goal.
Type
reference
OwnerId
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
ID of the user who created the financial goal record.
Type
reference
PrimaryOwner__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Primary owner of this goal.
Type
string
SourceSystemId__c
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
ID that uniquely identifies the goal in an external data source.
Type
picklist
Status__c
62
FinancialGoalFinancial Services Cloud Standard and Custom Objects
DetailsField
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Status of goal. Valid values:
•Completed
•In Progress
•Not Started
Type
date
TargetDate__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Date when the goal is expected to be reached.
Type
currency
TargetValue__c
Properties
Create, Filter, Nillable, Sort, Update
Description
Amount required for the goal.
Type
picklist
Type__c
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
FinancialHoldingFinancial Services Cloud Standard and Custom Objects
Supported Calls
create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(),
retrieve(), search(), undelete(), update(), upsert()
Fields
DetailsField
Type
picklist
AssetCategory__c
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
Type
picklist
AssetCategoryName__c
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
Type
picklist
AssetClass__c
64
FinancialHoldingFinancial Services Cloud Standard and Custom Objects
DetailsField
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Major category of asset type. Valid values:
•Equities
•Fixed Income
•Cash Equivalents
•Alternative Investments
Type
picklist
CurrencyIsoCode
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.
Type
reference
FinancialAccount__c
Properties
Create, Filter, Group, Sort
Description
Financial account that this holding is related to.
Type
currency
GainLoss__c
Properties
Create, Filter, Nillable, Sort, Update
Description
Change in value since purchase.
Type
reference
Household__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Household that this holding rolls up to.
Type
date
LastActivityDate
Properties
Filter, Group, Nillable, Sort
65
FinancialHoldingFinancial Services Cloud Standard and Custom Objects
DetailsField
Description
Timestamp for when this financial holding last had a task or event action associated with
the record.
Type
date
LastReferencedDate
Properties
Filter, Nillable, Sort,
Description
Timestamp for when the current user last viewed a record related to this record.
Type
date
LastUpdated__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Timestamp for when data for this holding was last updated by an external data source.
Type
date
LastViewedDate
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Timestamp for when the current user last viewed this record.
Type
currency
MarketValue__c
Properties
Create, Filter, Nillable, Sort, Update
Description
Current market value.
Type
string
Name
Properties
Create, Defaulted on create, Filter, Group, idLookup, Nillable, Sort, Update
Description
Name of this holding.
Type
percent
PercentChange__c
66
FinancialHoldingFinancial Services Cloud Standard and Custom Objects
DetailsField
Properties
Create, Filter, Nillable, Sort, Update
Description
Percent change in value since purchase.
Type
currency
Price__c
Properties
Create, Filter, Nillable, Sort, Update
Description
Current price per share.
Type
reference
PrimaryOwner__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Primary owner of this holding.
Type
currency
PurchasePrice__c
Properties
Create, Filter, Sort, Update
Description
Price per-share at time of purchase.
Type
reference
Securities__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Name of the securities held. Label is Symbol.
Type
double
Shares__c
Properties
Create, Filter, Sort, Update
Description
Number of shares held.
Type
string
SourceSystemId__c
67
FinancialHoldingFinancial Services Cloud Standard and Custom Objects
DetailsField
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
ID that uniquely identifies the holding in an external data source.
Type
reference
Symbol__c
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
DetailsField Name
Type
boolean
CreatedFromLead__c
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).
Type
string
Employer__c
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
Lead Custom FieldsFinancial Services Cloud Standard and Custom Objects
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
DetailsField
Type
reference
Client__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Client that the life event is related to.
Type
picklist
CurrencyIsoCode
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.
Type
textarea
DiscussionNote__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Notes from client discussions.
Type
date
EventDate__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Date of the life event.
Type
picklist
EventType__c
69
LifeEventFinancial Services Cloud Standard and Custom Objects
DetailsField
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Type of life event. Valid values:
•College
•New Baby
•New Business
•New Home
•New Job
•Retirement
Type
reference
FinancialGoal__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Financial goal that the life event is related to.
Type
picklist
GoalType__c
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
Type
string
SourceSystemId__c
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.
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Opportunity Custom FieldsFinancial Services Cloud Standard and Custom Objects
Fields
DetailsField Name
Type
reference
FinancialAccount__c
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
DetailsField
Type
boolean
CreateInverseRole__c
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).
Type
picklist
CurrencyIsoCode
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.
Type
reference
InverseRelationship__c
71
ReciprocalRoleFinancial Services Cloud Standard and Custom Objects
DetailsField
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.
Type
string
InverseRole__c
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.
Type
dateTime
LastReferencedDate
Properties
Filter, Nillable, Sort
Description
Timestamp for when the current user last viewed a record related to this record.
Type
dateTime
LastViewedDate
Properties
Filter, Nillable, Sort
Description
Timestamp for when the current user last viewed this record.
Type
string
Name
Properties
Create, Defaulted on create, Filter, Group, idLookup, Nillable, Sort, Update
Description
Name of this reciprocal role.
Type
reference
OwnerId
Properties
Create, Defaulted on createFilter, Group, Sort, Update
Description
ID of the user who created the reciprocal role record.
72
ReciprocalRoleFinancial Services Cloud Standard and Custom Objects
DetailsField
Type
reference
RecordTypeId
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
ID of the record type associated with this reciprocal role.
Type
picklist
RelationshipType__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Type of entities involved in the relationship. Valid values:
•All
•Contact Contact Relation
•Account Account Relation
Type
string
SourceSystemId__c
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
DetailsField
Type
picklist
CurrencyIsoCode
73
SecuritiesFinancial Services Cloud Standard and Custom Objects
DetailsField
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.
Type
string
CUSIP__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Committee on Uniform Securities Identification Procedures identification number for the
securities.
Type
picklist
Exchange__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Exchange on which the securities are traded. Valid values:
•NYSE
•NASDAQ
Type
dateTime
LastReferencedDate
Properties
Filter, Nillable, Sort
Description
Timestamp for when the current user last viewed a record related to this record.
Type
date
LastUpdated__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Timestamp for when data for the securities was last updated by an external data source.
Type
dateTime
LastViewedDate
Properties
Filter, Nillable, Sort
74
SecuritiesFinancial Services Cloud Standard and Custom Objects
DetailsField
Description
Timestamp for when the current user last viewed this record.
Type
string
Name
Properties
Create, Defaulted on create, Filter, Group, idLookup, Nillable, Sort, Update
Description
Name of the securities. Label is Symbol.
Type
reference
OwnerId
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
ID of the user who created the securities record.
Type
currency
Price__c
Properties
Create, Filter, Nillable, Sort, Update
Description
Current price of the securities.
Type
string
SecuritiesName__c
Properties
Create, Filter, Group, idLookup, Sort, Update
Description
Name that uniquely identifies the securities.
Type
string
SecurityId__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
ID of the securities.
Type
string
SourceSystemId__c
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
75
SecuritiesFinancial Services Cloud Standard and Custom Objects
DetailsField
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
DetailsField Name
Type
textarea
Expectations__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Client expectations that this task relates to.
Type
reference
Household__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
ID of the household associated with the client.
Type
textarea
NextSteps__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Next steps for this client task.
Type
textarea
Objectives__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Client objectives that this task relates to.
76
Task Custom FieldsFinancial Services Cloud Standard and Custom Objects
DetailsField Name
Type
picklist
Regarding__c
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
DetailsField
Type
reference
Account__c
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.
Type
currency
Amount__c
Properties
Create, Filter Sort, Update
Description
Revenue amount.
77
RevenueFinancial Services Cloud Standard and Custom Objects
DetailsField
Type
date
Date__c
Properties
Create, Filter, Group, Sort, Update
Description
Date when this revenue was made.
Type
reference
FinancialAccount__c
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.
Type
string
SourceSystemId__c
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
A value that uniquely identifies the revenue in an external data source.
Type
picklist
SubType__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The subtype of revenues. Valid values: Transaction, Advisory, Investment, Custodian, Planning.
Type
picklist
Type__c
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The type of revenues. Valid values: Fees, Commission.
78
RevenueFinancial Services Cloud Standard and Custom Objects
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()
DetailsField
Type
string
AccountRecordTypeNamespace__c
Properties
Filter, Group, Nillable, Sort
Description
Namespace for Account record type being mapped.
Type
string
AccountRecordType__c
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
DetailsField
Note: This field is for Salesforce internal-use only. By default, this field doesn’t appear on
any page layout.
Type
string
ContactRecordTypeNamespace__c
Properties
Filter, Group, Nillable, Sort
Description
Namespace for Contact record type being mapped.
Type
string
ContactRecordType__c
Properties
Filter, Group, Nillable, Sort
Description
Contact record type being mapped to the Financial Services Cloud Individual record type.
Type
string
DetailPage__c
Properties
Filter, Group, Nillable, Sort
Description
Salesforce internal-use only.
Type
string
IndividualType__c
Properties
Filter, Group, Nillable, Sort
Description
Type of Individual being mapped.
Type
string
LeadRecordTypeNamespace__c
Properties
Filter, Group, Nillable, Sort
Description
Lead namespace for your custom record type’s org.
Type
string
LeadRecordType__c
Properties
Filter, Group, Nillable, Sort
80
IndividualRecordTypeMapperFinancial Services Cloud Custom Metadata Types
DetailsField
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()
DetailsField
Type
string
AccountRecordType__c
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.
Type
string
AccountRecordTypeNamespace__c
Properties
Filter, Group, Nillable, Sort
Description
Namespace for Account record type being mapped.
81
GroupRecordTypeMapperFinancial Services Cloud Custom Metadata Types
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
Trigger NameHost Object
FinServ__AccountAccountRelationTriggerAccountAccountRelation
FinServ__AccountContactRelationTriggerAccountContactRelation
FinServ__AccountTriggerAccount
FinServ__AssetsAndLiabilitiesTriggerAssetsAndLiabilities
FinServ__ContactContactRelationTriggerContactcontactRelation
FinServ__ContactTriggerContact
FinServ__EventTriggerEvent
FinServ__FinancialAccountRoleTriggerFinancialAccountRole
FinServ__FinancialAccountTriggerFinancialAccount
FinServ__FinancialGoalTriggerFinancialGoal
FinServ__FinancialHoldingTriggerFinancialHolding
FinServ__LeadTriggerLead
FinServ__ReciprocalRoleTriggerReciprocalRole
FinServ__RollupByLookupConfigTriggerRollupByLookupConfig
FinServ__TaskTriggerTask
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
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 TriggersFinancial 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.
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Financial Services Cloud Custom TriggersFinancial 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.
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Financial Services Cloud Custom TriggersFinancial Services Cloud Custom Triggers

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