Financial Services Cloud Developer Guide

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

The API version for objects included in the Financial Services Cloud packages is one version behind core Salesforce. For example, if your org’s API version is 40, the packaged Financial Services Cloud elements including custom objects, components, classes, and triggers are API version 39.

Note