Financial Services Cloud Developer Guide

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Financial Services Cloud Developer Guide
Financial Services Cloud Standard Objects
AccountAccountRelation
AccountFinancialSummary
AccountParticipant
AccountPlanObjectiveCategory
AppFormProdtPrpsAttribute
AppFormProductParticipant
Applicant
ApplicantApplicantRelation
ApplicationActionItem
ApplicationForm
ApplicationFormEvaluation
ApplicationFormParticipant
ApplicationFormProduct
ApplicationFormProductDev
ApplicationFormProductFee
ApplicationFormProductProposal
ApplicationFormSellerItem
ApplicationFormTerm
AuthFormRequestRecord
AuthorizedInsuranceLine
Award
Banker
BranchUnit
BranchUnitBusinessMember
BranchUnitCustomer
BranchUnitRelatedRecord
BrokerOfRecord
BusinessLicense
BusinessMilestone
BusinessProfile
CaseGatewayRequest
Claim
Claim Case
ClaimCoverage
ClaimCoveragePaymentDetail
ClaimCovPaymentAdjustment
ClaimCovReserveAdjustment
ClaimFinancialSettings
ClaimItem
ClaimParticipant
ClaimPayoutPlan
ClaimPaymentSummary
ClaimRecovery
ClaimTeamMember
CommissionStatement
CommissionStatementLineItem
ContractGroupPlan
ContractGroupPlanGroupClass
CoverageType
CustomerProperty
CustomObjectParticipant
Deviation
Dispute
DisputeItem
DisputeItemArbitration
DisputeItemMerchantAlert
DisputeItemChargeback
DisputeReason
DisputeQueueJobRun
DisputeItemQueueResponse
DistributorAuthorization
DocChkItemValidatedTarget
DocumentCategory
DocumentCategoryDocumentType
DocumentChecklistItem
DocumentType
FinancialAccount
FinancialAccountAddress
FinancialAccountBalance
FinancialAccountFee
FinancialAccountParty
FinclAcctPtyFinclAsset
FinancialAccountStatement
FinancialAccountTransaction
FinancialDeal
FinancialDealAsset
FinancialDealBid
FinancialDealInteraction
FinancialDealParty
FinancialDealParticipant
FinancialDealProduct
FinancialGoal
FinancialGoalFunding
FinancialGoalParty
FinancialPlan
FinAssetPortfolioTgtAlloc
FinancialSecurity
FinclDealInteractionSummary
FlowOrchestrationInstRelaObj
GroupCensus
GroupCensusMember
GroupCensusMemberPlan
GroupClass
GroupClassContribution
GrpCensusGrpClassSummary
IdentityDocument
IndexRate
InfoAuthorizationRequest
InfoAuthRequestForm
InformationVerification
InsBnftEligDefinition
InsContributionPlnGroupCls
InsContributionPlnLineItem
InsPolicyAssetAttribute
InsPolicyAssetRelatedObj
InsPolicyBenefitEligibility
InsPolicyCoverageAttribute
InsPolicyCoverageBenefit
InsPolicyCoverageNetwork
InsPolicyCvrBnftAttribute
InsPolicyCvrRelatedObj
InsPolicyParticipantAttr
InsPolicyPtcpRelatedObj
InsPolicyRelatedObject
InsPolicyTransactionDetail
InsuranceClaimAsset
InsuranceContract
InsuranceContributionPlan
InsurancePolicy
InsurancePolicyAsset
InsurancePolicyAttribute
InsurancePolicyCoverage
InsurancePolicyMemberAsset
InsurancePolicyParticipant
InsurancePolicySurcharge
InsurancePolicyTransaction
InsuranceProfile
InsuranceRatePlan
InsuranceRatePlanCommission
InsuranceRatePlanLineItem
IntegrationProviderAttr
IntegrationProviderDef
IntegrationProviderDcsnRqmt
IntegrationProviderExecution
Interaction
InteractionAttendee
InteractionParticipant
InteractionRelatedAccount
InteractionSumDiscussedAccount
InteractionSummary
InteractionSummaryParticipant
IssuedCard
LoanApplicant
LoanApplicantAddress
LoanApplicantAsset
LoanApplicantDeclaration
LoanApplicantEmployment
LoanApplicantIncome
LoanApplicantLiability
LoanApplicationAsset
LoanApplicationFinancial
LoanApplicationLiability
LoanApplicationProperty
LoanApplicationTitleHolder
MultipartyInfoAuthRequest
OpportunityParticipant
PartyBusinessRegion
PartyCertifiedCapacity
PartyCreditProfile
PartyExpense
PartyFinancialAsset
PartyFinancialAssetLien
PartyFinclAssetAddlOwner
PartyFinancialLiability
PartyFinclLiabAddlBrwr
PartyIncome
ParticipantRole
PartyIdentityVerification
PartyIdentityVerificationStep
PartyProfile
PartyProfileAddress
PartyProfileParticipant
PartyProfileRisk
PartyScreeningStep
PartyScreeningSummary
PaymentMandate
PaymentRequest
PaymentRequestLine
PersonEducation
PersonEmployment
PersonLifeEvent
Producer
ProducerCommission
ProducerPolicyAssignment
ProducerRelationship
ProducerSplitArngLineItem
ProducerSplitArrangement
ProducerSplitAssignment
ProducerSplitRoleAssignment
ProductCoverage
ProductFee
ProductListRate
ProductSurcharge
QuoteLineItemGroupClass
QuoteLineItemRelatedObject
RelatedRecordAssocCriteria
ResidentialLoanApplication
RetrievalSummaryDefField
RetrievalSummaryDefinition
RetrievalSummaryDefObject
SecuritiesHolding
StageTransitionEntry
StgTrnsUndwrEvaluation
Surcharge
SvcCatalogItemAttribute
SvcCatalogItemDependency
TagCategory
Term
TermRelatedObject
UnderwritingRule
UnderwritingRuleGroup
UserFinancialAuthority
VendorProject
WealthAppConfig
WorkerCompCoverageClass
Financial Services Cloud Custom 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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PartyProfileParticipant

Represents information about the profile participant of a party. This object is available in API version 61.0 and later.

Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.

Important

Supported Calls

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

Fields

Field Details
Comments
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The additional information about the participant.
IsActive
Type
boolean
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
Indicates whether the party profile participant is active (true) or not (false).
The default value is false.
LastReferencedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
Timestamp for when the current user last viewed a record related to this record.
LastViewedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
Timestamp for when the current user last viewed this record.
Name
Type
string
Properties
Autonumber, Defaulted on create, Filter, idLookup, Sort
Description
The name of the party profile participant record.
ParticipantId
Type
reference
Properties
Create, Filter, Group, Sort
Description
The participant associated with the party profile.
This field is a polymorphic relationship field.
Relationship Name
Participant
Relationship Type
Lookup
Refers To
Group, User
ParticipantRoleId
Type
reference
Properties
Create, Filter, Group, Sort, Update
Description
The default access level for a role that a participant can have in the context of a parent record.
This field is a relationship field.
Relationship Name
ParticipantRole
Relationship Type
Lookup
Refers To
ParticipantRole
PartyProfileId
Type
reference
Properties
Create, Filter, Group, Sort
Description
The party profile associated with the participant.
This field is a relationship field.
Relationship Name
PartyProfile
Relationship Type
Master-detail
Refers To
PartyProfile (the master object)

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.

PartyProfileParticipantChangeEvent
Change events are available for the object.
PartyProfileParticipantFeed
Feed tracking is available for the object.
PartyProfileParticipantHistory
History is available for tracked fields of the object.