PartyProfile

Represents information about the profile of a party, such as an account. This object is available in API version 62.0 and later.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Special Access Rules

This object is available if Talent Recruitment Management is enabled in your org. To access the object, you need one of these permission sets.

User Type	Permission Set
Internal Users	Talent Recruitment Management Specialist Access
Salesforce Platform Users	Talent Recruitment Management Hiring Manager Access OR Talent Recruitment Management Employee Access
Customer and Partner Community Users	Talent Recruitment Management Applicant Access

User Type

Permission Set

Internal Users

Talent Recruitment Management Specialist Access

Salesforce Platform Users

Talent Recruitment Management Hiring Manager Access

Talent Recruitment Management Employee Access

Customer and Partner Community Users

Talent Recruitment Management Applicant Access

Fields

Field	Details
AccountId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The ID of the account that's associated with the party profile. This field is a relationship field. Relationship Name Account Relationship Type Lookup Refers To Account
BusLicIssAuthorityName	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The name of the business license issuing authority.
BusinessEntityCtryofInc	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Specifies the country where the business entity was formed.
BusinessEntityCtryofRgstr	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Specifies the country where the business entity is registered.
BusinessEntityIncDate	Type date Properties Create, Filter, Group, Sort, Update Description The incorporation date of the business entity associated with the party profile.
BusinessEntityIncNumber	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The incorporation number of the business entity associated with the party profile.
BusinessEntityName	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The registered name of the business entity associated with the party profile.
BusinessEntityPreviousNames	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Any previous names of the business entity associated with the party profile.
BusinessEntityRgstrDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The registration date of the business entity associated with the party profile.
BusinessEntityRgstrNumber	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The registration number of the business entity associated with the party profile.
BusinessEntityTradeName	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The trading name of the business entity associated with the party profile.
BusinessEntityType	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Specifies the type of the business entity associated with the party profile. Picklist values for this field aren't predefined. Before you create a record, ensure that your Salesforce admin has defined picklist values according to your organization’s requirements.
ContactId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The ID of the contact that's associated with the party profile. This field is a relationship field. Relationship Name Contact Relationship Type Lookup Refers To Contact
CountryOfDomicile	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Specifies the country of domicile in the party profile.
CountryofBirth	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Specifies the country of birth in the party profile.
CreditScore	Type double Properties Create, Filter, Nillable, Sort, Update Description The credit score of the party.
CreditScoreProvider	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Specifies the name of the agency that provides the credit score of the party.
EmploymentIndustry	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Specifies the employment industry of the party specified in the profile. Picklist values for this field aren't predefined. Before you create a record, ensure that your Salesforce admin has defined picklist values according to your organization’s requirements.
EmploymentType	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Specifies the type of employment held by the party. Picklist values for this field aren't predefined. Before you create a record, ensure that your Salesforce admin has defined picklist values according to your organization’s requirements.
FirstName	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The first name of the party in the profile.
FullName	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The full name of the party in the profile.
FundSource	Type multipicklist Properties Create, Filter, Nillable, Update Picklist values for this field aren't predefined. Before you create a record, ensure that your Salesforce admin has defined picklist values according to your organization’s requirements.
Gender	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Specifies the gender of the party in the profile. Picklist values for this field aren't predefined. Before you create a record, ensure that your Salesforce admin has defined picklist values according to your organization’s requirements.
HouseholdAccountId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The ID of the household account that's associated with the party profile. This field is a relationship field. Relationship Name HouseholdAccount Relationship Type Lookup Refers To Account
Industry	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Represents the industry in which a business entity operates.
IndustryClassificationCode	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description The unique code associated with the industry in which a business entity operates.
IsBusEntyListonStockExch	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Specifies whether the business entity is listed on a stock exchange (true) or not (false). The default value is `false`.
IsNetWorthHigh	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether the customer has a high net worth (true) or not (false). The default value is `false`.
IsOffBoarded	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether the party profile was off-boarded (true) or not (false). The default value is `false`.
LastName	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The last name of the party in the profile.
LastProfileReviewDate	Type dateTime Properties Create, Filter, Nillable, Sort, Update Description The date when the party profile was last reviewed.
LastReferencedDate	Type dateTime Properties Filter, Nillable, Sort Description The timestamp for when the current user last viewed a record related to this record.
LastViewedDate	Type dateTime Properties Filter, Nillable, Sort Description The timestamp for when the current user last viewed this record. If this value is null, it’s possible that this record was referenced (LastReferencedDate) and not viewed.
LeadId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The lead that's associated with the party profile. This field is a relationship field. Relationship Name Lead Relationship Type Lookup Refers To Lead
LegalEntityIdentifier	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The unique identifier of the business entity used in all financial transactions.
MiddleName	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The middle name of the party in the profile.
Name	Type string Properties Create, Filter, Group, idLookup, Sort, Update Description The name of the party profile record.
Nationality	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description The nationalities held by the party profile.
NextProfileReviewDate	Type dateTime Properties Create, Filter, Nillable, Sort, Update Description The date of the next party profile review.
OffBoardingComments	Type textarea Properties Create, Filter, Nillable, Sort, Update Description The date of the next party profile review.
OffBoardingReason	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description The reason the party profile was off-boarded.
OwnerId	Type reference Properties Create, Defaulted on create, Filter, Group, Sort, Update Description The ID of the record owner. This field is a polymorphic relationship field. Relationship Name Owner Relationship Type Lookup Refers To Group, User
Prefix	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The prefix used by the party.
PrimaryEmail	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The primary email address of the party that's specified in the profile.
PrimaryIdentificationName	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The name of the primary identification document specified in the profile.
PrimaryIdentifier	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The unique identifier for the party.
PrimaryIdentifierType	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Specifies the type of primary identification document defined in the profile. Picklist values for this field aren't predefined. Before you create a record, ensure that your Salesforce admin has defined picklist values according to your organization’s requirements.
PrimaryPhone	Type phone Properties Create, Filter, Group, Nillable, Sort, Update Description The primary phone number of the party that's specified in the profile.
RelatedPartyProfileId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The ID of the party profile record associated with this record. This field is a relationship field. Relationship Name RelatedPartyProfile Relationship Type Lookup Refers To PartyProfile
ResidentType	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Specifies the type of party residency in the profile.
ReviewDecision	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Specifies the decision taken after the party profile review is complete. Picklist values for this field aren't predefined. Before you create a record, ensure that your Salesforce admin has defined picklist values according to your organization’s requirements.
Stage	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description The current stage of the party profile. Picklist values for this field aren't predefined. Before you create a record, ensure that your Salesforce admin has defined picklist values according to your organization’s requirements.
StockExchangeName	Type multipicklist Properties Create, Filter, Nillable, Update Description Specifies the name of the stock exchange where the business entity is listed. Picklist values for this field aren't predefined. Before you create a record, ensure that your Salesforce admin has defined picklist values according to your organization’s requirements.
Suffix	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The suffix used by the party.
SurnameAtBirth	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The party surname at birth specified in the profile.
TaxpayerIdentificationNumber	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The taxpayer identifier that's used for tax purposes.
TaxpayerIdentificationType	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description The type of taxpayer identification used for tax purposes. Picklist values for this field aren't predefined. Before you create a record, ensure that your Salesforce admin has defined picklist values according to your organization’s requirements.
Type	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Specifies the type of the party profile associated with the applicant. Possible values are: `Business` `Individual`
RetirementFundAccountNumber	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description The retirement fund account number of the party profile

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.

PartyProfileChangeEvent: Change events are available for the object.
PartyProfileFeed: Feed tracking is available for the object.
PartyProfileHistory: History is available for tracked fields of the object.
PartyProfileOwnerSharingRule: Sharing rules are available for the object.
PartyProfileShare: Sharing is available for the object.

Public Sector Solutions Developer Guide

PartyProfile

Supported Calls

Special Access Rules

Fields

Associated Objects