PartyFinancialAsset

Represents the financial asset owned by an individual or account. This object is available in API version 58.0 and later.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Fields

Field	Details
DeclarationDateTime	Type dateTime Properties Create, Filter, Nillable, Sort, Update Description The date when the asset is declared.
Description	Type textarea Properties Create, Filter, Group, Nillable, Sort, Update Description The description of the asset.
LastReferencedDate	Type dateTime Properties Filter, Nillable, Sort Description The timestamp for when the current user last viewed a record related to this record.
LastViewedDate	Type dateTime Properties Filter, Nillable, Sort Description The timestamp for when the current user last viewed this record. If this value is null, it’s possible that this record was referenced (LastReferencedDate) and not viewed.
Name	Type string Properties Autonumber, Defaulted on create, Filter, idLookup, Sort Description The name of the asset.
OwnershipEndDateTime	Type dateTime Properties Create, Filter, Nillable, Sort, Update Description The date and time when the ownership of the asset ends.
OwnershipPercent	Type percent Properties Create, Filter, Nillable, Sort, Update Description The share owned by the party in percentage.
OwnershipStartDateTime	Type dateTime Properties Create, Filter, Sort, Update Description The date and time when the ownership of the asset starts.
PartyId	Type reference Properties Create, Filter, Group, Sort Description The party that owns the asset. This field is a relationship field. Relationship Name Party Relationship Type Lookup Refers To Account
Status	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Specifies the status of the asset. Possible values are: `Active` `Inactive`
Type	Type picklist Properties Create, Filter, Group, Sort, Update Description Specifies the type of asset.
ValuationAmount	Type currency Properties Create, Filter, Sort, Update Description The worth of the asset after valuation.
ValuationDateTime	Type dateTime Properties Create, Filter, Nillable, Sort, Update Description The date and time when the asset valuation was done.

Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

PartyFinancialAssetFeed: Feed tracking is available for the object.
PartyFinancialAssetHistory: History is available for tracked fields of the object.

Public Sector Solutions Developer Guide

PartyFinancialAsset

Supported Calls

Fields

Associated Objects