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FinancialAccountStatement

Represents a periodic statement summary for 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()

Special Access Rules

Automotive and Vehicle and Asset Finance must be enabled.

Fields

Field Details
Description
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The description of the financial account statement.
EndDate
Type
date
Properties
Create, Filter, Group, Sort, Update
Description
Indicates the end date of the financial account statement period.
FinancialAccountId
Type
reference
Properties
Create, Filter, Group, Sort
Description
The financial account associated with the financial account statement.
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.
SourceSystemIdentifier
Type
string
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
The unique identifier of the financial account statement in an external system.
StartDate
Type
date
Properties
Create, Filter, Group, Sort, Update
Description
Indicates the start date of the financial account statement period.
Type
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Specifies the statement type.
Possible values are:
  • Account Closure Statement
  • Balance Statement
  • Periodic Statement
Url
Type
url
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The URL of the statement attachment or file.

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.

FinancialAccountStatementChangeEvent
Change events are available for the object.
FinancialAccountStatementFeed
Feed tracking is available for the object.
FinancialAccountStatementHistory
History is available for tracked fields of the object.