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PartyProfile

Represents information about the profile of a party, such as a contact, account, or lead.

This guide only lists certain information for each object. For more information, including descriptions of the fields, see PartyProfile in the Financial Services Cloud Developer Guide.

Fields

Field Name Field Label Type Digits Length Precision Scale
AccountId Account ID reference 18
BusLicIssAuthorityName Business License Issuing Authority Name string 255
BusinessEntityCtryofInc Business Entity Country of Incorporation picklist 40
BusinessEntityCtryofRgstr Business Entity Country of Registration picklist 40
BusinessEntityIncDate Business Entity Incorporation Date date
BusinessEntityIncNumber Business Entity Incorporation Number string 255
BusinessEntityPreviousNames Business Entity Previous Names string 255
BusinessEntityRgstrDate Business Entity Registration Date date
BusinessEntityRgstrNumber Business Entity Registration Number string 255
BusinessEntityTradeName Business Entity Trade Name string 255
BusinessEntityType Business Entity Type picklist 40
ContactId Contact ID reference 18
CountryOfDomicile Domicile Country picklist 40
CountryofBirth Birth Country picklist 40
CreatedById Created By ID reference 18
CreatedDate Created Date datetime
CreditScore Credit Score double 18 0
CreditScoreProvider Credit Score Agency Name picklist 40
DateOfBirth Date of Birth date
EmploymentIndustry Employment Industry picklist 40
EmploymentType Employment Type picklist 40
FirstName First Name string 255
FullName Full Name string 255
FundSource Fund Source multipicklist 4099 0
Gender Gender picklist 40
HouseholdAccountId Account ID reference 18
Id Party Profile ID id 18
Industry Industry picklist 40
IndustryClassificationCode Industry Classification Code picklist 40
IsAged Aged boolean
IsBusEntyListonStockExch BE Listed on Stock Exchange boolean
IsDeleted Deleted boolean
IsDisabled Disabled boolean
IsInstitutionalized Institutionalized boolean
IsLowIncome Low Income boolean
IsMedicaidEligible Medicaid Eligible boolean
IsNetWorthHigh High Net Worth boolean
IsOffBoarded Off-Boarded boolean
IsRecalculationRequired Recalculation Required boolean
LastModifiedById Last Modified By ID reference 18
LastModifiedDate Last Modified Date datetime
LastName Last Name string 255
LastProfileReviewDate Last Profile Review Date datetime
LastReferencedDate Last Referenced Date datetime
LastViewedDate Last Viewed Date datetime
LeadId Lead ID reference 18
LegalEntityIdentifier Legal Entity Identifier string 255
MiddleName Middle Name string 255
Name Party Profile Name string 255
Nationality Nationality picklist 40
NextProfileReviewDate Next Profile Review Date datetime
OffBoardingComments Off-Boarding Comment textarea 1000
OffBoardingReason Off-Boarding Reason picklist 40
OwnerId Owner ID reference 18
Prefix Prefix string 255
PrimaryEmail Primary Email string 255
PrimaryIdentificationName Primary Identification Name string 255
PrimaryIdentifier Primary Identifier string 255
PrimaryIdentifierType Primary Identification Type picklist 40
PrimaryPhone Primary Phone phone 40
RelatedPartyProfileId Party Profile ID reference 18
ResidentType Resident Type picklist 40
ReviewDecision Review Decision picklist 40
Stage Stage picklist 40
StockExchangeName Stock Exchange Name multipicklist 4099 0
Suffix Suffix string 255
SurnameAtBirth Birth Surname string 255
SystemModstamp System Modstamp datetime
TaxpayerIdentificationNumber Taxpayer Identification Number string 255
TaxpayerIdentificationType Taxpayer Identification Type picklist 40
Type Type picklist 255