Financial Services Cloud Developer Guide

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Financial Services Cloud Developer Guide
Financial Services Cloud Standard Objects
Financial Services Cloud Custom Objects
FinServ Account Custom Fields
FinServ_AccountAccountRelation__c
FinServ AccountContactRelation Custom Fields
FinServ_Alert__c
FinServ_AssetsAndLiabilities__c
FinServ AuthorizationForm Custom Fields
FinServ AuthorizationFormConsent Custom Fields
FinServ AuthorizationFormText Custom Fields
FinServ_BillingStatement__c
FinServ_Card__c
FinServ_ChargesAndFees__c
FinServ Contact Custom Fields
FinServ_ContactContactRelation__c
FinServ_Education__c
FinServ_Employment__c
Event Custom Fields
FinServ_FinancialAccountRole__c
FinServ_FinancialAccount__c
FinServ_FinancialAccountTransaction__c
FinServ_FinancialGoal__c
FinServ_FinancialHolding__c
FinServ_IdentificationDocument__c
FinServ Lead Custom Fields
FinServ_LifeEvent__c
FinServ Opportunity Custom Fields
FinServ_PolicyPaymentMethod__c
FinServ_ReciprocalRole__c
FinServ_Revenue__c
FinServ_Securities__c
FinServ SvcCatalogRequest Custom Fields
FinServ Task Custom Fields
FinServ User Custom Fields
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
PDF

FinServ_Alert__c

Represents notifications to alert advisors about their client accounts.

Supported Calls

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

Fields

Field Details
Account__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
A lookup field to an account that alerts are related to.
Active__c
Type
boolean
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
Indicates whether an alert is active.
FinancialAccount__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The financial account that alerts are related to.
Message__c
Type
string
Properties
Create, Filter, Group, Sort, Update
Description
The main content of an alert.
MessageDescription__c
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
An optional description for the main content of an alert as specified in the Message__c field. This text appears below the main content.
Priority__c
Type
picklist
Properties
Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
An indication of the urgency of an alert. Valid values:
  • High
  • Low
  • Medium
Severity__c
Type
picklist
Properties
Create, Defaulted on create, Filter, Group, Restricted picklist, Sort, Update
Description
The type of alert. Valid values:
  • Error
  • Info
  • Warning
SourceSystemId__c
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The ID of a record from the external system that triggered the alert.