PartyFinancialAsset

Represents the financial asset owned by an individual or account. This object is available in API version 58.0 and later.

Supported Calls

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

Fields

Field	Details
AssetId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The asset owned by the party. Available in API version 59.0 and later. This field is a relationship field. Relationship Name Asset Relationship Type Lookup Refers To Asset
DeclarationDateTime	Type dateTime Properties Create, Filter, Nillable, Sort, Update Description The date when the asset is declared.
Description	Type textarea Properties Create, Filter, Group, Nillable, Sort, Update Description The description of the asset.
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.
Name	Type string Properties Autonumber, Defaulted on create, Filter, idLookup, Sort Description The name of the asset.
OwnerId	Type reference Properties Create, Defaulted on create, Filter, Group, Sort, Update Description ID of the record owner. This field is a polymorphic relationship field. Relationship Name Owner Relationship Type Lookup Refers To Group, User
OwnershipEndDateTime	Type dateTime Properties Create, Filter, Nillable, Sort, Update Description The date and time when the ownership of the asset ends.
OwnershipPercent	Type percent Properties Create, Filter, Nillable, Sort, Update Description The share owned by the party in percentage.
OwnershipStartDateTime	Type dateTime Properties Create, Filter, Nillable, Sort, Update Description The date and time when the ownership of the asset starts.
PartyId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Required. The party that owns the asset. This field is a polymorphic relationship field. Relationship Name Party Relationship Type Lookup Refers To Account, Contact
Status	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Specifies the status of the asset. Possible values are: `Active` `Inactive`
SourceSystemIdentifier	Type string Properties Create, Filter, Group, idLookup, Nillable, Sort, Update Description The unique identifier of the party asset in an external system.
Type	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Specifies the type of asset.
UsageType	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Specifies the usage type of the party financial asset. Possible value: `PublicSector`—Program and Benefit Management Available in API version 60.0 and later.
ValuationAmount	Type currency Properties Create, Filter, Sort, Update Description Required. The worth of the asset after valuation.
ValuationDateTime	Type dateTime Properties Create, Filter, Nillable, Sort, Update Description The date and time when the asset valuation was done.

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.

PartyFinancialAssetChangeEvent (API Version 62.0): Change events are available for the object.
PartyFinancialAssetFeed: Feed tracking is available for the object.
PartyFinancialAssetHistory: History is available for tracked fields of the object.
PartyFinancialAssetOwnerSharingRule (API Version 59.0): Sharing rules are available for the object.
PartyFinancialAssetShare (API Version 59.0): Sharing is available for the object.

Public Sector Solutions Developer Guide

PartyFinancialAsset

Supported Calls

Fields

Associated Objects