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FinancialDeal

Represents the deal that the financial institution is working on.

For more information, see FinancialDeal in the Financial Services Cloud Developer Guide.

Fields

Field Name Field Label Type Digits Length Precision Scale
AccountId Account ID reference 18
CloseProbability Close Probability percent 3 0
ConfidentialityType Confidentiality Type picklist 40
ConflictStatus Conflict Status picklist 40
CreatedById Created By ID reference 18
CreatedDate Created Date datetime
Description Description textarea 32000
ExpectedCloseDate Expected Close Date date
FinancialDealCode Financial Deal Code string 255
FinancialDealType Financial Deal Type picklist 40
Id Financial Deal ID id 18
IsDeleted Deleted boolean
LastModifiedById Last Modified By ID reference 18
LastModifiedDate Last Modified Date datetime
LastReferencedDate Last Referenced Date datetime
LastViewedDate Last Viewed Date datetime
MandatedDate Mandated Date date
Name Name string 255
OwnerId Owner ID reference 18
ParentFinancialDealId Financial Deal ID reference 18
ReceivedFee Received Fee currency 18 2
Role Role picklist 40
Stage Stage picklist 40
Status Status picklist 40
SystemModstamp System Modstamp datetime
TotalExpectedFee Total Expected Fee currency 18 2
TotalExpense Total Expense currency 18 2
TransactionValue Transaction Value currency 18 2