FinclDealInteractionSummary

Represents a junction between an interaction summary and a financial deal. This object is available in API version 53.0 and later.

Supported Calls

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

Fields

Field Details
Comment
Type
textarea
Properties
Create, Nillable, Update
Description
Notes about the financial deal associated with the interaction summary.
FinancialDealId
Type
reference
Properties
Create, Filter, Group, Sort
Description
The financial deal associated with the interaction summary.
This is a relationship field.
Relationship Name
FinancialDeal
Relationship Type
Lookup
Refers To
FinancialDeal
InteractionSummaryId
Type
reference
Properties
Create, Filter, Group, Sort, Update
Description
The interaction summary associated with the financial deal interaction summary record.
This is a relationship field.
Relationship Name
InteractionSummary
Relationship Type
Lookup
Refers To
InteractionSummary
LastReferencedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The timestamp for when the current user last viewed a record related to this record.
LastViewedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The timestamp for when the current user last viewed this record. If this value is null, it’s possible that this record was referenced (LastReferencedDate) and not viewed.
Name
Type
string
Properties
Autonumber, Defaulted on create, Filter, idLookup, Sort
Description
The name of the financial deal interaction summary record.

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.

FinclDealInteractionSummaryChangeEvent
Change events are available for the object.
FinclDealInteractionSummaryFeed
Feed tracking is available for the object.
FinclDealInteractionSummaryHistory
History is available for tracked fields of the object.