IndividualApplication

Represents an application form submitted by an individual or organization. This object is available in API version 50.0 and later.

Supported Calls

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

Fields

Field	Details
AccountId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The ID of the applicant’s account. This is a relationship field. Relationship Name Account Relationship Type Lookup Refers To Account
AmountPaid	Type currency Properties Create, Filter, Nillable, Sort, Update Description The amount paid by the applicant.
ApplicationCaseId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The ID of a case that relates to this application. This is a relationship field. Relationship Name ApplicationCase Relationship Type Lookup Refers To Case
ApplicationCategory	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Categorizes the ways an application can be processed. Possible values are: `Basic` `Special`
ApplicationName	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Descriptive name for the application. This field is available if you enabled Public Sector Solutions or Grantmaking in Setup. Available from API version 57.0 and later.
ApplicationReferenceNumber	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The custom reference number assigned to the application. This field is available if you enabled Health Cloud, Public Sector Solutions, or Grantmaking in Setup.
ApplicationType	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description The type of the application. Possible values are: `Change Of Circumstance` - Available in API version 60.0 and later. `Change of Location` `Change of Ownership` `New Salon` `Recertification` - Available in API version 60.0 and later.
AppliedDate	Type dateTime Properties Create, Filter, Sort, Update Description The date on which the application was received from the applicant.
ApprovedDate	Type dateTime Properties Create, Filter, Nillable, Sort, Update Description The date on which the application was approved.
BenefitAssignmentId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The benefit assignment associated with the individual application. This field is a relationship field. Relationship Name BenefitAssignment Relationship Type Lookup Refers To BenefitAssignment
BenefitId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The benefit associated with the individual application. This field is a relationship field. Relationship Name Benefit Relationship Type Lookup Refers To Benefit
BudgetId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The budget associated with the individual application. This field is available if you enabled Public Sector Solutions or Grantmaking in Setup. Available from API version 57.0 and later. This field is a relationship field. Relationship Name Budget Relationship Type Lookup Refers To Budget
BusinessTypeId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The type of individual business activity for this application. This is a relationship field. Relationship Name BusinessType Relationship Type Lookup Refers To BusinessType
Category	Type picklist Properties Create, Filter, Group, Sort, Update Description The service category of the application. Possible values are: `License` `Permit`
ClaimId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The claim with which the individual application is associated. Available in API version 59.0 and later. This field is a relationship field. Relationship Name Claim Relationship Type Lookup Refers To Claim
ContactId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The contact associated with the individual application. This field is a relationship field. Relationship Name Contact Relationship Type Lookup Refers To Contact
Description	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Text description provided by the applicant.
FundingOpportunityId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The funding opportunity associated with the individual application. This field is available if you enabled Public Sector Solutions or Grantmaking in Setup. Available in API version 57.0 and later. This field is a relationship field. Relationship Name FundingOpportunity Relationship Type Lookup Refers To FundingOpportunity
FundingRequestPurpose	Type textarea Properties Create, Nillable, Update Description Description of what the individual application funds are used for. This field is available if you enabled Public Sector Solutions or Grantmaking in Setup. Available in API version 57.0 and later.
InternalStatus	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Status of the individual application in Salesforce CRM. Available in API version 57.0 and later.
IsOwnerEditable	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Whether the owner ID of this record can be changed. The default value is 'false'.
IsSubmitted	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether the individual application has been submitted. This field is available if you enabled Public Sector Solutions or Grantmaking in Setup. Available in API version 58.0 and later.
LastReferencedDate	Type dateTime Properties Filter, Nillable, Sort Description The timestamp for when a user most recently viewed a record related to this record.
LastViewedDate	Type dateTime Properties Filter, Nillable, Sort Description The timestamp for when a user most recently viewed this record. If this value is null, this record might only have been referenced (LastReferencedDate) and not viewed.
LicensePermitNameId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The emergency service authorization that will be granted if this application is approved. This is a relationship field. Relationship Name LicensePermitName Relationship Type Lookup Refers To BusinessLicense
LicenseTypeId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The type of emergency service that the applicant will provide. This is a relationship field. Relationship Name LicenseType Relationship Type Lookup Refers To RegulatoryAuthorizationType
Name	Type string Properties Autonumber, Defaulted on create, Filter, idLookup, Sort Description The auto-generated unique ID for this application.
OwnerId	Type reference Properties Create, Defaulted on create, Filter, Group, Sort, Update Description The ID of the user that owns this record. This is a polymorphic relationship field. Relationship Name Owner Relationship Type Lookup Refers To Group, User
PaymentDate	Type dateTime Properties Create, Filter, Nillable, Sort, Update Description The date and time at which payment was received from the applicant.
RecordTypeId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The record associated to the application. This is a relationship field. Relationship Name RecordType Relationship Type Lookup Refers To RecordType
RequestedAmount	Type currency Properties Create, Filter, Nillable, Sort, Update Description Amount requested in the individual application. This field is available if you enabled Public Sector Solutions or Grantmaking in Setup. Available in API version 57.0 and later.
RequirementsCompleteDate	Type dateTime Properties Create, Filter, Nillable, Sort, Update Description The date when the applicant fulfilled all the requirements for approval.
SavedApplicationRefId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Reference Id of the saved application. This is a relationship field. Relationship Name SavedApplicationRef Relationship Type Lookup Refers To PreliminaryApplicationRef
Status	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description The submission and approval status of the application. Possible values are: `Approved and Issued` `Declined` `In Review` `Returned` `Submitted` `Verification Phase`
WasReturned	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Whether a submitted application was sent back to the applicant due to errors. The default value is 'false'.

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.

IndividualApplicationChangeEvent (API Version 55.0): Change events are available for the object.
IndividualApplicationFeed: Feed tracking is available for the object.
IndividualApplicationHistory: History is available for tracked fields of the object.
IndividualApplicationOwnerSharingRule: Sharing rules are available for the object.
IndividualApplicationShare: Sharing is available for the object.

Public Sector Solutions Developer Guide

IndividualApplication

Supported Calls

Fields

Associated Objects