PartyFinancialLiability

Represents information about a financial liability held by a party. 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
AccountId	Type reference Properties Filter, Group, Nillable, Sort Description The account associated with the party financial liability. This field is a relationship field. Relationship Name Account Relationship Type Lookup Refers To Account
ApplicantId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The applicant who submitted the application. This field is a relationship field. Relationship Name Applicant Refers To Applicant
ApplicationFormId	Type reference Properties Filter, Group, Nillable, Sort Description The application that's submitted for a party financial liability. This field is a relationship field. Relationship Name ApplicationForm Refers To ApplicationForm
ContactId	Type reference Properties Filter, Group, Nillable, Sort Description The contact associated with the party financial liability. This field is a relationship field. Relationship Name Contact Relationship Type Lookup Refers To Contact
CurrencyIsoCode	Type picklist Properties Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description If multiple currencies are enabled, contains the currency ISO code associated with the record. Valid value is `USD`. The default value is `USD`.
DeclarationDateTime	Type dateTime Properties Create, Filter, Nillable, Sort, Update Description The date when the asset is declared.
EndDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The date when the obligations or responsibilities linked to the liability ends.
EstimatedMonthlyPayment	Type currency Properties Create, Filter, Nillable, Sort, Update Description The estimated monthly payment.
InterestRate	Type percent Properties Create, Filter, Nillable, Sort, Update Description The interest rate of the party financial liability.
IsLienExisting	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicate whether there is a lien on the financial asset. The default value is `false`.
IsReadOnly	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether the party financial liability is read only. The default value is `false`.
IsRepaymentActive	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether the party financial liability is being paid. The default value is `false`.
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.
Lender	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The branch unit that owns the party financial liability.
LiabilityAccountIdentifier	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The unique identifier of the liability account.
MakeName	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The make name of the asset.
ModelName	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The model name of the asset.
ModelYear	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The model year of the asset.
Name	Type string Properties Autonumber, Defaulted on create, Filter, idLookup, Sort Description The name of the record.
OutstandingBalance	Type currency Properties Create, Filter, Nillable, Sort, Update Description The remaining amount of the liability that the party owes.
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
OwnershipEndDateTime	Type dateTime Properties Create, Filter, Nillable, Sort, Update Description The date and time when the ownership of the asset ends.
OwnershipPercent	Type percent Properties Create, Filter, Nillable, Sort, Update Description The share owned by the party in percentage.
OwnershipStartDateTime	Type dateTime Properties Create, Filter, Nillable, Sort, Update Description The date and time when the ownership of the asset starts.
OwnershipType	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description The ownership type of the asset. Valid values are: `Individual` `Joint`
PartyId	Type reference Properties Create, Filter, Group, Sort, Update Description The party, such as account, contact, or party profile associated with the party financial liability. This field is a polymorphic relationship field. Relationship Name Party Relationship Type Lookup Refers To Account, Applicant, Contact, PartyProfile
PartyProfileId	Type reference Properties Filter, Group, Nillable, Sort Description Party profile associated with the party financial liability. This field is a relationship field. Relationship Name PartyProfile Refers To PartyProfile
PayoffDueAmount	Type currency Properties Create, Filter, Nillable, Sort, Update Description The payoff due amount of the party financial asset.
PledgeAmount	Type currency Properties Create, Filter, Nillable, Sort, Update Description The amount the party pledges as a collateral against a financial asset.
PurchaseAmount	Type currency Properties Create, Filter, Nillable, Sort, Update Description The amount the party paid for the financial asset.
SerialNumber	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The serial number of the financial asset.
SharePercent	Type percent Properties Create, Filter, Nillable, Sort, Update Description The percentage of the financial liability held by the party.
ShareType	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description The share type of the financial liability. Valid values are: `Individual` `Joint`
SourceSystemIdentifier	Type external lookup Properties Create, Filter, Group, idLookup, Nillable, Sort, Update Description The unique identifier of the party financial liability in an external system.
StartDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The date at which the obligations or responsibilities linked to the liability begins.
Status	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description The status of the financial liability. Valid values are: `Active` `Inactive`
Term	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The remaining term in months of the party financial liability.
Type	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description The type of financial liability. Possible values are: `Alimony` `Auto Loan` `Installment` `Personal Loan`
UsageType	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The usage type of the party financial asset. Valid values are: `CashFlow`—Cash Flow `Claim` `LoanOrigination`—Loan Origination
ValuationAmount	Type currency Properties Create, Filter, Sort, Update Description The worth of the asset after valuation.
VerificationDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The date when the asset valuation was done.
ValuationDateTime	Type dateTime Properties Create, Filter, Nillable, Sort, Update Description The date and time when the asset valuation was done.
Value	Type currency Properties Create, Filter, Nillable, Sort, Update Description The value of the financial liability.
VerficationStatus	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description The verification status of the party financial liability.
VerificationDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The date when the party financial liability was verified.

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.

PartyFinancialLiabilityChangeEvent: Change events are available for the object.
PartyFinancialLiabilityFeed: Feed tracking is available for the object.
PartyFinancialLiabilityHistory: History is available for tracked fields of the object.
PartyFinancialLiabilityShare: Sharing is available for the object.

Login

Products

Experiences

Agentforce

CRM Products

Industries

Small Business

Data

Salesforce Platform

Customer Success

Partner Apps & Experts

Discover the #1 AI CRM

Discover the #1 AI CRM

Automotive

Communications

Engineering, Construction & Real Estate

Consumer Goods

Education

Energy & Utilities

Financial Services

Healthcare & Life Sciences

Manufacturing

Media

Nonprofit

Professional Services

Public Sector

Retail

Technology

Travel, Transportation & Hospitality

Explore Salesforce for industries.

Explore Salesforce for industries.

Customer Stories

Salesforce on Salesforce Stories

Trailblazer Stories

Explore success stories.

Explore success stories.

Learning on Trailhead

Events

Resources

Blogs

Become a Trailblazer.

Become a Trailblazer.

Help & Documentation

Communities

Services & Plans

Account Management

Questions? We can help.

Questions? We can help.

About Salesforce

Our Values

Our Impact

Careers

Newsroom

Legal

More Salesforce Brands

Hear our story.

Hear our story.

Events

Original Series

My List

Explore Salesforce+.

Explore Salesforce+.

Login

Products

Experiences

Contact Us

By phone

Online

Products

Experiences

Developer Centers

Salesforce Platform

Industries

Resources

Developer Tools

Build Skills

Extend Salesforce

Stay Up To Date

Community

Financial Services Cloud Developer Guide