FinancialAccountParty

Represents the relationship between an account or a contact and 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
AccountId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The account related to a financial account.
This field is a relationship field.
Relationship Name
Account
Relationship Type
Lookup
Refers To
Account
ContactId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The contact related to a financial account.
This field is a relationship field.
Relationship Name
Contact
Relationship Type
Lookup
Refers To
Contact
FinancialAccountId
Type
reference
Properties
Create, Filter, Group, Sort
Description
The financial account related to this record.
This field is a relationship field.
Relationship Name
FinancialAccount
Relationship Type
Lookup
Refers To
FinancialAccount
IsRoleActive
Type
boolean
Properties
Defaulted on create, Filter, Group, Sort
Description
Indicates whether the record is active (true) or not (false).
The default value is false.
LastReferencedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
LastViewedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
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 the record.
This field is a polymorphic relationship field.
Relationship Name
Owner
Relationship Type
Lookup
Refers To
Group, User
Role
Type
picklist
Properties
Create, Filter, Group, Sort, Update
Description
Specifies the role of the account or contact in relation to a financial account.
Possible values are:
  • Beneficiary
  • Co-Owner
  • Driver
  • Guarantor
  • Leasee
  • Owner
RoleEndDate
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The date till when the party is related to a financial account.
RoleStartDate
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The date from when the party is related to a financial account.
SourceSystemIdentifier
Type
string
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
The unique identifier of this record in an external system.

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.

FinancialAccountPartyChangeEvent
Change events are available for the object.
FinancialAccountPartyFeed
Feed tracking is available for the object.
FinancialAccountPartyHistory
History is available for tracked fields of the object.
FinancialAccountPartyOwnerSharingRule
Sharing rules are available for the object.
FinancialAccountPartyShare
Sharing is available for the object.