Financial Services Cloud Developer Guide

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Financial Services Cloud Developer Guide
Financial Services Cloud Standard Objects
Financial Services Cloud Managed Package Objects
Financial Services Cloud Associated Objects
Apex Reference
Financial Services Cloud Business APIs
Financial Services Cloud Metadata API
Financial Services Cloud Standard Invocable Actions
Financial Services Cloud Tooling API Objects
Financial Services Cloud Custom Metadata Types
Financial Services Cloud Custom Triggers and Validation Rules
Data Processing Engine and Monitor Workflow Services
API End-of-Life Policy
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Financial Services Cloud Developer Guide

Use the fields, objects, and metadata that extend Salesforce for Financial Services Cloud. Apex trigger information is also provided.

Fields and objects in the package have the FinServ namespace prefix. For example, FinServ__IndividualId__c is a custom field on Account. FinServ__FinancialAccount__c is a custom object. To refer to the standard Salesforce objects, see the Object Reference for Salesforce.

The custom objects, components, classes, and triggers delivered in the Financial Services Cloud managed package are one API version behind the core Salesforce API. Financial Services Cloud standard objects have the same API version as core Salesforce. For example, if your org’s API version is 43, the custom objects in the Financial Services Cloud managed package are API version 42, and the standard Financial Services Cloud objects are API version 43.

Note