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FinancialAccountMilestone

Represents the events in the lifecycle of a financial account. 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()

Fields

Field Details
Address
Type
address
Properties
Filter, Nillable
Description
The address associated with the milestone.
City
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The city where the milestone occurred.
Country
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The country where the milestone occurred.
Description
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The description of the milestone.
ExpiredDate
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The expiration date of the milestone.
FinancialAccountId
Type
reference
Properties
Create, Filter, Group, Sort
Description
The ID of the financial account that's associated with the milestone.
This field is a relationship field.
Relationship Name
FinancialAccount
Relationship Type
Master-detail
Refers To
FinancialAccount (the master object)
GeocodeAccuracy
Type
picklist
Properties
Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
The level of accuracy of a location’s geographical coordinates compared with its physical address. A geocoding service typically provides this value based on the milestone location’s latitude and longitude coordinates.
Possible values are:
  • Address
  • Block
  • City
  • County
  • ExtendedZip—Extended Zip
  • NearAddress—Near Address
  • Neighborhood
  • State
  • Street
  • Unknown
  • Zip
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.
Latitude
Type
double
Properties
Create, Filter, Nillable, Sort, Update
Description
Used with Longitude to specify the precise geolocation of the milestone location. Acceptable values are numbers between –90 and 90 with up to 15 decimal places.
LocationId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The ID of the location associated with the milestone.
This field is a relationship field.
Relationship Name
Location
Refers To
Location
Longitude
Type
double
Properties
Create, Filter, Nillable, Sort, Update
Description
Used with Latitude to specify the precise geolocation of the milestone location. Acceptable values are numbers between –180 and 180 with up to 15 decimal places.
MilestoneDate
Type
date
Properties
Create, Filter, Group, Sort, Update
Description
The date on which the milestone occurred.
MilestoneType
Type
picklist
Properties
Create, Filter, Group, Sort, Update
Description
Specifies the type of milestone.
Possible values are:
  • Asset Repossessed
  • Beneficiary Added
  • Debt Charged Off
  • Marked Delinquent
  • Payment Deferred
  • Title Transferred
Name
Type
string
Properties
Create, Filter, Group, idLookup, Sort, Update
Description
The name of the milestone.
PostalCode
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The postal code of the location where the milestone occurred.
SourceSystemIdentifier
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The unique identifier of the milestone in the external system.
SourceSystemName
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The external system from where the record was imported.
Stage
Type
picklist
Properties
Create, Filter, Group, Restricted picklist, Sort, Update
Description
Specifies the stage of the milestone.
Possible values are:
  • Active
  • Expired
  • Tentative
StageComment
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The comments about the stage of the milestone. For example, the reason for marking the milestone as tentative.
State
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The state where the milestone occurred.
Street
Type
textarea
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The street where the milestone occurred.
UsageType
Type
picklist
Properties
Create, Filter, Group, Restricted picklist, Sort, Update
Description
Specifies the usage type of the financial account milestone.
Possible values are:
  • Automotive

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.

FinancialAccountMilestoneFeed
Feed tracking is available for the object.
FinancialAccountMilestoneHistory
History is available for tracked fields of the object.