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
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
ApplicationChangeOverview	Type textarea Properties Create, Nillable, Update Description The Einstein-generated historical overview of the changes between application versions. Available in API versions 62.0 and later. Einstein Generative AI for Public Sector Solutions must be enabled.
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.
ApplicationOverview	Type textarea Properties Create, Nillable, Update Description The Einstein-generated historical overview of application stages, data changes, and processing actions. Available in API versions 62.0 and later. Einstein Generative AI for Public Sector Solutions must be enabled.
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 versions 62.0 and later with Public Sector Solutions. `ChangeOfCircumstance`—Available in API versions 60.0 and 61.0 with Public Sector Solutions. `New` `Recertification`—Available in API version 60.0 and later with Public Sector Solutions. `Renewal`
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.
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
Category	Type picklist Properties Create, Filter, Group, Sort, Update Description The service category of the application. Possible values are: `License` `Permit` `Grant Application` `Letter of Intent`
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. Possible values are: `Invited` `In Progress` `Submitted` `Application Accepted` `Revision Requested` `In Review` `Approved` `Denied`
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.
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
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: `Invited` `In Progress` `Submitted` `Application Accepted` `Revision Requested` `In Review` `Approved` `Denied`
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