FinancialAccountBalance

Represents information about different balances of a financial account. This object is available in API version 61.0 and later.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Special Access Rules

This is a standard object and is available only when you turn on the Financial Account Management Standard Objects setting.

Fields

Field Details
Amount
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The balance in the financial account.
BalanceAsOfDate
Type
dateTime
Properties
Create, Filter, Nillable, Sort, Update
Description
The timestamp for when the balance was last retrieved from an external data source.
FinancialAccountId
Type
reference
Properties
Create, Filter, Group, Sort
Description
The financial account related to the balance.
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.
OwnerId
Type
reference
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
The owner of this record.
This field is a polymorphic relationship field.
Relationship Name
Owner
Relationship Type
Lookup
Refers To
Group, User
SourceSystemIdentifier
Type
external lookup
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
The unique identifier of this record in an external system.
Type
Type
picklist
Properties
Create, Filter, Group, Sort, Update
Description
Specifies the type of balance in the financial account.
Possible values are:
  • Available Credit
  • Current Posted Balance
  • Lease Balance
  • Principal Balance
  • Total Balance

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.

FinancialAccountBalanceChangeEvent
Change events are available for the object.
FinancialAccountBalanceFeed
Feed tracking is available for the object.
FinancialAccountBalanceHistory
History is available for tracked fields of the object.
FinancialAccountBalanceOwnerSharingRule
Sharing rules are available for the object.
FinancialAccountBalanceShare
Sharing is available for the object.