IndividualApplication

AccountId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The ID of the applicant’s account.

  This is a relationship field.

• Relationship Name: Account
• Relationship Type: Lookup
• Refers To: Account

AmountPaid

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The amount paid toward the application fee.

ApplicationCaseId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The ID of a case that relates to this application.

  This is a relationship field.

• Relationship Name: ApplicationCase
• Relationship Type: Lookup
• Refers To: Case

ApplicationCategory

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Specifies the category of the individual application.
• Possible values:
  • Basic
  • Early Decision
  • Regular Decision
  • Special

ApplicationChangeOverview

• Type: textarea
• Properties: Create, Nillable, Update
• Description: The Einstein-generated historical overview of the changes between application versions.

  Available in API versions 62.0 and later. Einstein Generative AI for Public Sector must be enabled.

ApplicationName

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Descriptive name for the application. This field is available if you enabled Public Sector or Grantmaking in Setup.

  Available from API version 57.0 and later.

ApplicationOverview

• Type: textarea
• Properties: Create, Nillable, Update
• Description: The Einstein-generated historical overview of application stages, data changes, and processing actions.

  Available in API versions 62.0 and later. Einstein Generative AI for Public Sector must be enabled.

ApplicationReferenceNumber

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The custom reference number assigned to the application. This field is available if you enabled Health Cloud, Public Sector, or Grantmaking in Setup.

ApplicationType

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The type of the application.
• Possible values:
  • Change Of Circumstance—Available in API versions 62.0 and later with Public Sector.
  • ChangeOfCircumstance—Available in API versions 60.0 and 61.0 with Public Sector.
  • New
  • Recertification—Available in API version 60.0 and later with Public Sector.
  • Renewal

AppliedDate

• Type: dateTime
• Properties: Create, Filter, Sort, Update
• Description: The date on which the application was received from the applicant.

ApprovedDate

• Type: dateTime
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The date on which the application was approved.

BenefitAssignmentId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The benefit assignment that captures the applicant's enrollment in a benefit as a result of this individual application.

  Available in API version 67.0 and later.

  This field is a relationship field.

• Relationship Name: BenefitAssignment
• Relationship Type: Lookup
• Refers To: BenefitAssignment

BenefitId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The benefit associated with the individual application.

  This field is a relationship field.

• Relationship Name: Benefit
• Refers To: Benefit

BudgetId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The budget associated with the individual application. This field is available if you enabled Public Sector or Grantmaking in Setup.

  Available from API version 57.0 and later.

  This field is a relationship field.

• Relationship Name: Budget
• Relationship Type: Lookup
• Refers To: Budget

BusinessTypeId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The type of business activity associated with the individual application.

  This field is a relationship field.

• Relationship Name: BusinessType
• Refers To: BusinessType

Category

• Type: picklist
• Properties: Create, Filter, Group, Sort, Update
• Description: The service category of the application.
• Possible values:
  • License
  • Permit
  • Grant Application
  • Letter of Intent

ClaimId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The claim associated with the individual application.

  This field is a relationship field.

• Relationship Name: Claim
• Refers To: Claim

ContactId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The contact associated with the individual application.

  This field is a relationship field.

• Relationship Name: Contact
• Relationship Type: Lookup
• Refers To: Contact

Description

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Text description provided by the applicant.

FundingOpportunityId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The funding opportunity associated with the individual application. This field is available if you enabled Public Sector or Grantmaking in Setup.

  Available in API version 57.0 and later.

  This field is a relationship field.

• Relationship Name: FundingOpportunity
• Relationship Type: Lookup
• Refers To: FundingOpportunity

FundingRequestPurpose

• Type: textarea
• Properties: Create, Nillable, Update
• Description: Description of what the individual application funds are used for. This field is available if you enabled Public Sector or Grantmaking in Setup.

  Available in API version 57.0 and later.

InternalStatus

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Status of the individual application in Salesforce CRM.

  Available in API version 57.0 and later.

• Possible values:
  • Invited
  • In Progress
  • Submitted
  • Application Accepted
  • Revision Requested
  • In Review
  • Approved
  • Denied

IsOwnerEditable

• Type: boolean
• Properties: Create, Defaulted on create, Filter, Group, Sort, Update
• Description: Whether the owner ID of this record can be changed.
• Default value: false

IsSubmitted

• Type: boolean
• Properties: Create, Defaulted on create, Filter, Group, Sort, Update
• Description: Indicates whether the individual application has been submitted. This field is available if you enabled Public Sector or Grantmaking in Setup.

  Available in API version 58.0 and later.

LastReferencedDate

• Type: dateTime
• Properties: Filter, Nillable, Sort
• Description: The timestamp for when a user most recently viewed a record related to this record.

LastViewedDate

• Type: dateTime
• Properties: Filter, Nillable, Sort
• Description: The timestamp for when a user most recently viewed this record. If this value is null, this record might only have been referenced (LastReferencedDate) and not viewed.

LicensePermitNameId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The issued license or permit associated with the individual application.

  This field is a relationship field.

• Relationship Name: LicensePermitName
• Refers To: BusinessLicense

LicenseTypeId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The type of license or permit associated with the individual application.

  This field is a relationship field.

• Relationship Name: LicenseType
• Refers To: RegulatoryAuthorizationType

Name

• Type: string
• Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
• Description: The auto-generated unique ID for this application.

OpportunityId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The opportunity for which the individual application requests funding.

  This field is a relationship field.

• Relationship Name: Opportunity
• Refers To: Opportunity

OwnerId

• Type: reference
• Properties: Create, Defaulted on create, Filter, Group, Sort, Update
• Description: The ID of the user that owns this record.

  This is a polymorphic relationship field.

• Relationship Name: Owner
• Relationship Type: Lookup
• Refers To: Group, User

ParentApplicationId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The parent individual application. Use this field when a program has multiple individual applications for multiple measures.

  This field is a relationship field.

• Relationship Name: ParentApplication
• Refers To: IndividualApplication

PaymentDate

• Type: dateTime
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The date when the application fee was paid.

RecordTypeId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The record associated to the application.

  This is a relationship field.

• Relationship Name: RecordType
• Relationship Type: Lookup
• Refers To: RecordType

RequestedAmount

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: Amount requested in the individual application. This field is available if you enabled Public Sector or Grantmaking in Setup.

  Available in API version 57.0 and later.

RequirementsCompleteDate

• Type: dateTime
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The date when the applicant fulfilled all the requirements for approval.

SavedApplicationRefId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Reference Id of the saved application.

  This is a relationship field.

• Relationship Name: SavedApplicationRef
• Relationship Type: Lookup
• Refers To: PreliminaryApplicationRef

Status

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The submission and approval status of the application.
• Possible values:
  • Invited
  • In Progress
  • Submitted
  • Application Accepted
  • Revision Requested
  • In Review
  • Approved
  • Denied

SubmittedByContactId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The contact who submitted the individual application.

  This field is a relationship field.

• Relationship Name: SubmittedByContact
• Refers To: Contact

WasReturned

• Type: boolean
• Properties: Create, Defaulted on create, Filter, Group, Sort, Update
• Description: Whether a submitted application was sent back to the applicant due to errors.
• Default value: false

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.

IndividualApplicationChangeEvent (API Version 55.0)

Change events are available for the object.

IndividualApplicationFeed

Feed tracking is available for the object.

IndividualApplicationHistory

History is available for tracked fields of the object.

IndividualApplicationOwnerSharingRule

Sharing rules are available for the object.

IndividualApplicationShare

Sharing is available for the object.