Agentforce Financial Services Developer Guide
Winter '27 (API version 68.0)
Summer '26 (API version 67.0)
Spring '26 (API version 66.0)
Winter '26 (API version 65.0)
Summer '25 (API version 64.0)
Spring '25 (API version 63.0)
Winter '25 (API version 62.0)
Summer '24 (API version 61.0)
Spring '24 (API version 60.0)
Winter '24 (API version 59.0)
Summer '23 (API version 58.0)
Spring '23 (API version 57.0)
Winter '23 (API version 56.0)
Summer '22 (API version 55.0)
Spring '22 (API version 54.0)
Winter '22 (API version 53.0)
Summer '21 (API version 52.0)
Spring '21 (API version 51.0)
Winter '21 (API version 50.0)
Summer '20 (API version 49.0)
Spring '20 (API version 48.0)
Winter '20 (API version 47.0)
Summer '19 (API version 46.0)
Spring '19 (API version 45.0)
Winter '19 (API version 44.0)
Summer '18 (API version 43.0)
Spring '18 (API version 42.0)
Winter '18 (API version 41.0)
Summer '17 (API version 40.0)
Spring '17 (API version 39.0)
Winter '17 (API version 38.0)
Agentforce Financial Services Developer Guide
Actionable List Column Values
Actionable List Definition Detail
Actionable List Definition Member Status
Actionable List Definition Source Column
Actionable List Definition Source Details
Actionable List Definition Update
Actionable List Definitions Create
Actionable List Definitions Data Column
Actionable List Definitions Data Row
Actionable List Definitions Get
Actionable List Definitions Records
Actionable Lists Upsert
Address Output
Asset Output
Asset Result
Borrower Address Output
Borrower Address Result
Borrower Declaration Output
Borrower Declaration Result
Borrower Employment Output
Borrower employment Result
Borrower Income Output
Borrower Income Result
Borrower Output
Borrower Result
Client Snapshot Field
Complaint Management Output
Ethoca Alert Callback Output
Extended Fields Output
Financial Goal Details Output
Financial Goal Funding Output
Financial Goal Party Output
Financial Goal Patch Output
Financial Goals Create Output
Financial Goals Create Result
Financial Goals List Output
Financial Output
Financial Result
Flexible Hierarchy Bulk Validation Details
Flexible Hierarchy Check Sync Response
Flexible Hierarchy Configuration Relationship Details
Flexible Hierarchy Configuration Summary Rollup Details
Flexible Hierarchy Job Run Delete Response
Flexible Hierarchy Job Run Response
Flexible Hierarchy Job Runs Response
Flexible Hierarchy Job Run Item Response
Flexible Hierarchy Job Run Items Response
Flexible Hierarchy Job Run Item Details
Flexible Hierarchy Job Run Details
Flexible Hierarchy Pagination Details
Flexible Hierarchy Record Search Response
Flexible Hierarchy Record Search Record Details
Flexible Hierarchy Root Record Details
Flexible Hierarchy Root Records Response
Flexible Hierarchy Rule-Based Creation Response
Flexible Hierarchy Status
Household Account Snapshot Response
Insight Quick Action
Liability Output
Liability Result
Mapper Result
Mapper Result Representation
Mortgage Information Output
Mortgage Information Response
Mortgage Response
Mortgage Result
NextGen Wealth Insight
Property Result
Property Output
Record Alert
Record Alert Collection
Record Alert Collection Map
Record Alert Action Info
Record Alert Action Info Collection
Title Holder Output
Title Holder Result
Retrieval Summary Result
Retrieval Summary Result Node
Retrieval Summary Result Record
Retrieval Summary Result Root Node
Referral Assignment Rule
Referral Assignment Rule Assignee
Referral Assignment Rule Condition
Referral Assignment Rule Create
Referral Assignment Rule Delete
Referral Assignment Rule Field Metadata
Referral Assignment Rule List
Referral Assignment Rule Status Update
Referral Assignment Rules Metadata
Referral Assignment Rules Order
Referral Form Configuration
Referral Form Configuration Response
Referral Form Configuration List
Referral Form Configuration Branding
Step Section Condition
Referral Form Configuration Step Section Field
Referral Form Configuration Success Message
Referral Form Configuration Success Rule Message
Referral Form Configuration Welcome Consent
Referral Form Configuration Welcome Content
Referral Form Definition Status Update
Step Section Visibility Criteria
Referral Form Configuration Step Section
Referral Form Configuration Success Message Rule
Referral Form Configuration Welcome
Referral Form Configuration Definition Step
Referral Form Configuration Success Screen
Referral Form Configuration Definition
Referral Form Configuration Definition Detail
Referral Form Configuration Definition Delete
Referral Response
Data Processing Engine and Monitor Workflow Services
API End-of-Life Policy
Address Output
| Property Name | Type | Description | Filter Group and Version | Available Version |
|---|---|---|---|---|
| city | String | The address city. | Small, 48.0 | 48.0 |
| country | String | The address country. | Small, 48.0 | 48.0 |
| postalCode | String | The address postal code. | Small, 48.0 | 48.0 |
| state | String | The address state. | Small, 48.0 | 48.0 |
| street | String | The address street. | Small, 48.0 | 48.0 |