Financial Services Cloud Object Reference Guide

Usage of Financial Services Cloud Fields and Objects
Financial Services Cloud Standard and Custom Objects
Usage of Financial Services Cloud Custom Metadata Types
Financial Services Cloud Custom Metadata Types
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Usage of Financial Services Cloud Fields and Objects

Use the fields and objects that extend Salesforce for Financial Services Cloud.

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.

Some fields may not be listed for some objects. To verify the complete list of fields for an object, use a describe call from the API, inspect the WSDL, or use a schema viewer.