FinancialAccount

Represents a financing option, such as an automotive loan or lease related to a customer. This object is available in API version 60.0 and later.

Supported Calls

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

Special Access Rules

Automotive and Vehicle and Asset Finance must be enabled.

Fields

Field	Details
AmountDue	Type currency Properties Create, Filter, Nillable, Sort, Update Description The amount that is due for payment for the financial account.
AmountPastDue	Type currency Properties Create, Filter, Nillable, Sort, Update Description The payment amount that wasn't paid by the due date.
BranchUnitId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The captive finance unit associated with the financial account. This field is a relationship field. Relationship Name BranchUnit Relationship Type Lookup Refers To BranchUnit
ClosingDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The date when the financial account was closed.
CreditLimit	Type currency Properties Create, Filter, Nillable, Sort, Update Description The total credit limit avaialble for the financial account.
DaysPastDue	Type int Properties Create, Filter, Group, Nillable, Sort, Update Description The number of days past the payment due date.
DownPaymentAmount	Type currency Properties Create, Filter, Nillable, Sort, Update Description An initial up-front partial payment amount.
FinancialAccountNumber	Type string Properties Create, Filter, Group, Sort, Update Description The identifier of the financial account.
InsurancePaidYearToDate	Type currency Properties Create, Filter, Nillable, Sort, Update Description The total amount of insurance premium paid in the current tax year.
InterestPaidYearToDate	Type currency Properties Create, Filter, Nillable, Sort, Update Description The total amount of interest paid in the current tax year.
InterestRate	Type double Properties Create, Filter, Nillable, Sort, Update Description The rate of interest applied on the loan or lease.
InterestType	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Specifies the type of interest applied to the loan or lease. Possible values are: `Fixed` `Variable`
IsHeldAway	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether this financial account is owned externally (true) or in-house (false). The default value is `false`.
IsOverdraftAllowed	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether the financial account allows an overdraft (true) or not (false). The default value is `false`.
LastReferencedDate	Type dateTime Properties Filter, Nillable, Sort Description The most recent date on which a user referenced this record.
LastViewedDate	Type dateTime Properties Filter, Nillable, Sort Description The most recent date on which a user viewed this record.
MaturityDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The date when the financial account with a fixed term matures.
Name	Type string Properties Create, Filter, Group, idLookup, Sort, Update Description The name of the financial account.
OpeningDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The date when the financial account was opened.
OwnerId	Type reference Properties Create, Defaulted on create, Filter, Group, Sort, Update Description The owner of the financial account record. This field is a polymorphic relationship field. Relationship Name Owner Relationship Type Lookup Refers To Group, User
PaymentDueDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The date when the payment is due for the financial account.
PrincipalAmount	Type currency Properties Create, Filter, Nillable, Sort, Update Description The principal amount on the financial account.
PrincipalPaidYearToDate	Type currency Properties Create, Filter, Nillable, Sort, Update Description The total amount paid against the principal in the current tax year.
ProductId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The product associated with the financial account. This field is a relationship field. Relationship Name Product Relationship Type Lookup Refers To Product2
RelatedFinancialAccountId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The parent of the financial account. This field is a relationship field. Relationship Name RelatedFinancialAccount Relationship Type Lookup Refers To FinancialAccount
RemainingDuration	Type int Properties Create, Filter, Group, Nillable, Sort, Update Description The duration in months from the current date to the maturity date or the prepayment date.
RenewalDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The date when the financial account is due for renewal.
SourceSystemIdentifier	Type string Properties Create, Filter, Group, idLookup, Nillable, Sort, Update Description The identifier of the financial account in an external system such as a captive finance dealer management system.
Status	Type picklist Properties Create, Defaulted on create, Filter, Group, Nillable, Sort, Update Description Specifies the status of the financial account. Possible values are: `Active` `Closed` `Delinquent` `On Hold` The default value is `Active`.
Term	Type int Properties Create, Filter, Group, Nillable, Sort, Update Description The term for which a loan or lease is taken.
TotalOutstandingAmount	Type currency Properties Create, Filter, Nillable, Sort, Update Description The total outstanding amount on the financial account.
Type	Type picklist Properties Create, Filter, Group, Sort, Update Description Specifies the type of the financial account. Possible values are: `Asset Lease` `Asset Loan` `Automotive Lease` `Automotive Loan`

Automotive Cloud Developer Guide

FinancialAccount

Supported Calls

Special Access Rules

Fields