FinancialAccountTransaction

Represents a single transaction related to a loan or a lease. 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()

Special Access Rules

Automotive and Vehicle and Asset Finance must be enabled.

Fields

Field	Details
Amount	Type currency Properties Create, Filter, Sort, Update Description The transaction amount.
DebitCreditIndicator	Type picklist Properties Create, Filter, Group, Restricted picklist, Sort, Update Description Specifies whether the transaction is of type Credit or Debit. Possible values are: `Credit` `Debit`
Description	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The transaction description.
FinancialAccountId	Type reference Properties Create, Filter, Group, Sort Description The financial account related to the transaction. This field is a relationship field. Relationship Name FinancialAccount Relationship Type Lookup Refers To FinancialAccount
LastReferencedDate	Type dateTime Properties Filter, Nillable, Sort Description The most recent date when a user referenced this record.
LastViewedDate	Type dateTime Properties Filter, Nillable, Sort Description The most recent date when a user viewed this record.
Name	Type string Properties Autonumber, Defaulted on create, Filter, idLookup, Sort Description The name of the record.
OwnerId	Type reference Properties Create, Defaulted on create, Filter, Group, Sort, Update Description The owner of this record. This field is a polymorphic relationship field. Relationship Name Owner Relationship Type Lookup Refers To Group, User
PostedDate	Type dateTime Properties Create, Filter, Nillable, Sort, Update Description The date when the transaction was posted to the financial account.
SourceSystemIdentifier	Type string Properties Create, Filter, Group, idLookup, Nillable, Sort, Update Description The identifier of the financial account in an external system.
Status	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Specifies the status of the transaction. Possible values are: `Booked` `Pending`
SubType	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Specifies the subtype of the transaction.
TransactionCode	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The identifier of the transaction.
TransactionDate	Type dateTime Properties Create, Filter, Sort, Update Description The date and time of the transaction.
Type	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Specifies the type of the transaction.

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.

FinancialAccountTransactionChangeEvent: Change events are available for the object.
FinancialAccountTransactionFeed: Feed tracking is available for the object.
FinancialAccountTransactionHistory: History is available for tracked fields of the object.
FinancialAccountTransactionOwnerSharingRule: Sharing rules are available for the object.
FinancialAccountTransactionShare: Sharing is available for the object.

Automotive Cloud Developer Guide

FinancialAccountTransaction

Supported Calls

Special Access Rules

Fields

Associated Objects