SecuritiesHolding

Represents the securities associated with an insurance policy. This object is available in API version 47.0 and later.

This guide only lists certain information for each object. For more information, including descriptions of the fields, see SecuritiesHolding in the Financial Services Cloud Developer Guide.

Fields

Field Name	Field Label	Type	Length	Precision	Scale
`AssetCategory`	Asset Category	picklist	40
`AssetCategoryName`	Asset Category Name	picklist	40
`AssetClass`	Asset Class	picklist	40
`CreatedById`	Created By ID	reference	18
`CreatedDate`	Created Date	datetime
`CurrencyIsoCode`	Currency ISO Code	picklist	3
`GainLoss`	Gain/Loss	currency		18	2
`HouseholdId`	Account ID	reference	18
`Id`	Securities Holding ID	id	18
`InsurancePolicyId`	Insurance Policy ID	reference	18
`InvestmentEndDate`	Investment End Date	date
`InvestmentStartDate`	Investment Start Date	date
`IsDeleted`	Deleted	boolean
`LastModifiedById`	Last Modified By ID	reference	18
`LastModifiedDate`	Last Modified Date	datetime
`LastReferencedDate`	Last Referenced Date	datetime
`LastUpdated`	Last Updated	datetime
`LastViewedDate`	Last Viewed Date	datetime
`MarketValue`	Market Value	currency		18	2
`Name`	Name	string	255
`OwnerId`	Owner ID	reference	18
`PercentChange`	Percent Change	percent		16	2
`Price`	Price	currency		12	2
`PrimaryOwnerId`	Account ID	reference	18
`PurchasePrice`	Purchase Price	currency		12	2
`Sector`	Sector	picklist	40
`Shares`	Shares	double		14	4
`SourceSystem`	Source System	string	255
`SourceSystemIdentifier`	Source System Identifier	string	255
`SystemModstamp`	System Modstamp	datetime

Salesforce Field Reference Guide

SecuritiesHolding

Fields