Financial Services Cloud Developer Guide

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Standard Objects
Managed Package 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
Associated Objects
Metadata API Types
Custom Metadata Types
Tooling APIs
Apex Reference
Business APIs
Standard Invocable Actions
Custom Triggers
Custom Validation Rules
DPE and Monitor Workflow Services
API End-of-Life Policy
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FinServ Account Custom Fields

Represents information about an individual that pertains to their dealings with your firm, such as their review frequency or service tier. Custom fields extend the standard Account object for use in Financial Services Cloud.

Fields

AssetCategory__c

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The subcategory of asset type.
  • Possible values:
    • Allocation
    • Alternative
    • Commodities
    • International Equity
    • Municipal Bond
    • Sector Equity
    • Taxable Bond
    • U.S. Equity

AssetCategoryName__c

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The market capitalization and investing style.
  • Possible values:
    • Large Growth
    • Large Value
    • Large Blend
    • Small Growth
    • Small Value
    • Small Blend
    • Mid-Cap Growth
    • Mid-Cap Value
    • Mid-Cap Blend

AssetClass__c

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The major category of asset type.
  • Possible values:
    • Alternative Investments
    • Cash Equivalents
    • Equities
    • Fixed Income

AUM__c

  • Type: currency
  • Properties: Filter, Nillable, Sort
  • Description: Value of this individual’s financial accounts that your firm manages. Calculated as the sum of TotalAUMPrimaryOwner__c and TotalAUMJointOwner__c.

BankNumber__c

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Identifies a financial institution for electronic purposes.

BorrowingHistory__c

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: Rating of this individual’s borrowing history.
    Valid values:
    • Excellent
    • Moderate
    • Poor
    • Limited to No History

IsDisputed__c

  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Indicates whether the financial transaction is a disputed transaction.

BorrowingPriorities__c

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: Primary goal for loan application.
    Valid values:
    • Build Equity
    • Debt Consolidation
    • Education
    • Investments
    • Large Capital Purchases
    • Property Purchase
    • Renovations

BranchCode__c

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Identifies an office or building of a financial institution. Code format is based on the financial institution.

    Record type for this account. The value is copied from RecordType.Name and can’t be changed.

BranchName__c

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Location name for a financial institution office.

    Record type for this account. The value is copied from RecordType.Name and can’t be changed.

ClaimsOnHouseholdPolicies__c

  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The total number of claims raised for the active policies that the policyholder's primary household owns.

ClientCategory__c

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Rates the value of this individual’s business with your firm. Label is Category. Valid values:
    • Platinum
    • Gold
    • Silver
    • Bronze
    • Investments

CreatedByMe__c

  • Type: integer
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Indicates whether the user contact was converted from this lead.

CreditRating__c

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: Assessment of creditworthiness.
    Valid values:
    • Excellent
    • Good
    • Fair
    • Poor

CreditScore__c

  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Numerical rating of borrower’s creditworthiness.

ConversionDateTime__c

  • Type: dateTime
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The time and date on which the lead was converted.

CustomerID__c

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Financial institution's identification number for this individual (80 characters)

    Record type for this account. The value is copied from RecordType.Name and can’t be changed.

CustomerSegment__c

  • Type: multipicklist
  • Properties: Create, Filter, Nillable, Update
  • Description: Individual’s market segment. Valid values:
    • Borrower
    • Long-Term Growth
    • Mass Affluent
    • Mass Market
    • Millennial
    • Transactional
    • Wealth Accumulation

CustomerType__c

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Individual’s financial category.
    Valid values:
    • Borrower
    • Investor
    • Relational
    • Transaction

DisputeReason__c

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: Reason for the dispute.
  • Possible values:
    • Duplicate Transactions
    • Transaction not recognized
    • Suspected Fraud
    • Others

EventLocation__c

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The location where the life event occurred. This is a compound field of type Address and combines these fields:
    • EventLocationCity
    • EventLocationCountry
    • EventLocationGeocodeAccuracy
    • EventLocationLatitude
    • EventLocationLongitude
    • EventLocationPostalCode
    • EventLocationState
    • EventLocationStreet

FinancialAccount__c

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Represents the financial account, such as an investment account, bank account, or insurance policy, that is associated with this case.

FinancialInterests__c

  • Type: multipicklist
  • Properties: Create, Filter, Nillable, Update
  • Description: This individual’s financial areas of interest. Valid values:
    • Municipal Bonds
    • Fixed Income
    • Energy
    • Technology
    • CRM
    • AAPL
    • GOOG
    • Retirement
    • College Planning

Household__c

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The household with which this opportunity is associated.

HouseholdPolicies__c

  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The total number of active policies that the policyholder's primary household owns.

IndividualId__c

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Read only. Unique ID that relates this individual’s account record to its contact record.

IndividualType__c

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Type of individual. Valid values:
    • Individual
    • Group
    • (Blank) - If this value is blank, then the Individual Type is Business.

      This field is for Salesforce internal-use only. This field can’t be changed.

      Note

InvestmentExperience__c

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: This individual’s investment experience. Valid values:
    • Experienced
    • Moderately Experienced
    • Moderately Inexperienced
    • Inexperienced

InvestmentObjectives__c

  • Type: multipicklist
  • Properties: Create, Filter, Nillable, Update
  • Description: This individual’s preference for growth versus income investments. Valid values:
    • Conservative Income
    • Income
    • Balanced
    • Growth
    • Aggressive Growth

KYCDate__c

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Date when the Know Your Customer compliance program was completed for this individual.

KYCStatus__c

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Status of the Know Your Customer compliance program for a specific individual.

LastInteraction__c

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Date of the last meeting or call.

LastReview__c

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Date of the last review.

LastTransactionDate__c

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Date of the last transaction.

LastTransactionDateJointOwner__c

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Date of the last transaction - joint owner.

LastTransactionDatePrimaryOwner__c

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Date of the last transaction - primary owner.

LastUsedChannel__c

  • Type: picklist
  • Properties
  • Description: Most recent contact channel. Valid values:
    • Branch
    • Call Center
    • Mobile
    • Web
    • Other

LengthOfRelationship__c

  • Type: double
  • Properties: Filter, Nillable, Sort
  • Description: Individual’s tenure with the financial institution.

LifetimeValue__c

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Individual’s lifetime net asset value to your financial institution.

MarketingSegment__c

  • Type: multipicklist
  • Properties: Create, Filter, Nillable, Update
  • Description: Market segments that characterize this individual. Valid values:
    • Mass Affluent
    • High Net Worth
    • Female Investor
    • Millennial

NetWorth__c

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Value of this individual’s assets minus liabilities.

NextInteraction__c

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Date of the next meeting or call.

NextReview__c

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Date of the next review.

NextStatementDate__c

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Date of the next statement.

Notes__c

  • Type: textarea
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Important notes about the individual. Label is Important Notes.

PersonalInterests__c

  • Type: multipicklist
  • Properties: Create, Filter, Nillable, Update
  • Description: Personal areas of interest. Valid values:
    • Cooking
    • College Basketball
    • Environment
    • Hiking
    • Biking
    • Wine

PrimaryContact__c

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Read only. ID of the contact record associated with this individual’s account record.

RecordTypeName__c

  • Type: string
  • Properties: Filter, Nillable, Sort
  • Description: Record type for this account. The value is copied from RecordType.Name and can’t be changed.

ReferredByContact__c

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: External contact referring this individual.

ReferredByUser__c

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Internal Salesforce user who made the referral.

RelationshipStartDate__c

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Date this individual started working with your company.

ReviewFrequency__c

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Frequency of reviews. Valid values:
    • Monthly
    • Quarterly
    • Annually

RiskTolerance__c

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Level of risk this individual is comfortable with. Valid values:
    • Aggressive
    • Conservative
    • Moderate
    • None

ServiceModel__c

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Service level assigned to this individual. Valid values:
    • Tier 1
    • Tier 2
    • Tier 3

SourceSystemId__c

  • Type: string
  • Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
  • Description: ID that uniquely identifies this individual in an external data source.

Stage__c

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: Specifies the stage of the deal.
  • Possible values:
    • Closed
    • Execution
    • Mandate
    • Pitch

Status__c

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Individual’s status with your firm. Valid values:
    • Active
    • Closed
    • Deceased
    • Delinquent
    • Dormant
    • Inactive
    • Onboarding
    • Prospect

TimeHorizon__c

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Individual’s investment time frame. Valid values:
    • Long Term
    • Medium Term
    • Short Term

TotalAUMJointOwner__c

  • Type: currency
  • Properties: Create, Defaulted on create, Filter, Nillable, Sort, Update
  • Description: Total value of financial accounts that your company manages, for which this individual is the joint owner of jointly owned accounts.

TotalAUMPrimaryOwner__c

  • Type: currency
  • Properties: Create, Defaulted on create, Filter, Nillable, Sort, Update
  • Description: Total value of financial accounts that your company manages, for which this individual is the primary owner of either separately owned or jointly owned accounts.

TotalBankDeposits__c

  • Type: currency
  • Properties: Filter, Nillable, Sort
  • Description: Value of this individual’s accounts. Calculated as the sum of TotalBankDepositsPrimaryOwner__c and TotalBankDepositsJointOwner__c.

TotalBankDepositsJointOwner__c

  • Type: currency
  • Properties: Create, Defaulted on create, Filter, Nillable, Sort, Update
  • Description: Total value of accounts, for which this individual is the joint owner of jointly owned accounts.

TotalBankDepositsPrimaryOwner__c

  • Type: currency
  • Properties: Create, Defaulted on create, Filter, Nillable, Sort, Update
  • Description: Total value of accounts, for which this individual is the primary owner of either separately owned or jointly owned accounts.

TotalClaimAmountPaid__c

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The total amount paid for all claims for the active policies for a policyholder's primary household.

TotalFinAcctsJointOwner__c

  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Total value of financial account balances (excluding insurance policies), for which this individual is the joint owner of jointly owned accounts. Label is Total Financial Accounts Joint Owner.

TotalFinAcctsPrimaryOwner__c

  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Total value of financial account balances (excluding insurance policies), for which this individual is the primary owner of either separatley owned or jointly owned accounts. Label is Total Financial Accounts Primary Owner.

TotalFinancialAccounts__c

  • Type: currency
  • Properties: Filter, Nillable, Sort
  • Description: Value of all financial accounts, excluding insurance policies. Calculated as the sum of TotalBankDeposits__c and TotalInvestments__c.

TotalHeldFinAcctsJointOwner__c

  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Total value of held financial account balances, for which this individual is the joint owner of jointly owned accounts. Label is Total Held Financial Accounts Joint.

TotalHeldFinAcctsPrimaryOwner__c

  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Total value of held financial account balances, for which this individual is the primary owner of either separately owned or jointly owned accounts. Label is Total Held Financial Accounts Primary.

TotalHouseholdPremiums__c

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The total premiums for all active policies for a policyholder's primary household.

TotalInsurance__c

  • Type: currency
  • Properties: Filter, Nillable, Sort
  • Description: Value of this individual’s insurance policies. Calculated as the sum of TotalInsurancePrimaryOwner__c and TotalInsuranceJointOwner__c.

TotalInsuranceJointOwner__c

  • Type: currency
  • Properties: Create, Defaulted on create, Filter, Nillable, Sort, Update
  • Description: Total value of insurance policies, for which the individual is the joint owner of jointly owned accounts.

TotalInsurancePrimaryOwner__c

  • Type: currency
  • Properties: Create, Defaulted on create, Filter, Nillable, Sort, Update
  • Description: Total value of insurance policies, for which the individual is the primary owner of either separately owned or jointly owned accounts.

TotalInvestments__c

  • Type: currency
  • Properties: Filter, Nillable, Sort
  • Description: Value of investment accounts. Calculated as the sum of TotalInvestmentsPrimaryOwner__c and TotalInvestmentsJointOwner__c.

TotalInvestmentsJointOwner__c

  • Type: currency
  • Properties: Create, Defaulted on create, Filter, Nillable, Sort, Update
  • Description: Total value of investment accounts, for which the individual is the joint owner of jointly owned accounts.

TotalInvestmentsPrimaryOwner__c

  • Type: currency
  • Properties: Create, Defaulted on create, Filter, Nillable, Sort, Update
  • Description: Total value of investment accounts, for which the individual is the primary owner of either separately owned or jointly owned accounts.

TotalLiabilities__c

  • Type: currency
  • Properties: Create, Defaulted on create, Filter, Nillable, Sort, Update
  • Description: Value of individual’s liabilities, stored as a negative value. Calculated as the sum of TotalLiabilitiesPrimaryOwner__c and TotalLiabilitiesJointOwner__c.

TotalLiabilitiesJointOwner__c

  • Type: currency
  • Properties: Create, Defaulted on create, Filter, Nillable, Sort, Update
  • Description: Total value of liabilities, for which this individual is the joint owner of jointly owned liabilities.

TotalLiabilitiesPrimaryOwner__c

  • Type: currency
  • Properties: Create, Defaulted on create, Filter, Nillable, Sort, Update
  • Description: Total value of liabilities, for which this individual is the primary owner of either separately owned or jointly owned liabilities.

TotalNonfinancialAssets__c

  • Type: double
  • Properties: Filter, Nillable, Sort
  • Description: Value of tangible assets such as collectibles or precious metals. Calculated as the sum of TotalNonfinancialAssetsPrimaryOwner__c and TotalNonfinancialAssetsJointOwner__c.

TotalNonfinancialAssetsJointOwner__c

  • Type: currency
  • Properties: Create, Defaulted on create, Filter, Nillable, Sort, Update
  • Description: Total value of tangible assets such as collectibles or precious metals, for which this individual is the joint owner of jointly owned assets.

TotalNonfinancialAssetsPrimaryOwner__c

  • Type: currency
  • Properties: Create, Defaulted on create, Filter, Nillable, Sort, Update
  • Description: Total value of tangible assets such as collectibles or precious metals, for which this individual is the primary owner of either separately owned or jointly owned assets.

TotalNumberOfFinAccounts__c

  • Type: Integer
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Total numbers of financial accounts that are managed by a specific firm.

TotalNumberOfFinAccountsJointOwner__c

  • Type: Integer
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Total numbers of financial accounts for which the client is a joint owner.

TotalNumberOfFinAccountsPrimaryOwner__c

  • Type: Integer
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Total numbers of financial accounts for which the client is the primary owner.

TotalOutstandingCredit__c

  • Type: currency
  • Properties: Filter, Nillable, Sort
  • Description: Value of a client's total outstanding credit from the financial accounts that are managed by a specific firm.

TotalOutstandingCreditJointOwner__c

  • Type: currency
  • Properties: Filter, Nillable, Sort
  • Description: Value of the total outstanding credit for which the client is a joint owner from the financial accounts that are managed by a specific firm.

TotalOutstandingCreditPrimaryOwner__c

  • Type: currency
  • Properties: Filter, Nillable, Sort
  • Description: Value of the total outstanding credit for which the client is the primary owner from the financial accounts that are managed by a specific firm.

TotalPremium__c

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Policyholder’s total annual premium.

TotalRevenue__c

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Total amount of revenue for a client.

TransactionSubtype__c

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Subtype of transaction, such as:
    • Cash Deposit
    • On-Us Check Deposit
    • Transit Check Deposit
    • Foreign Cash Deposit
    • Bill Payment
    • EFT
    • ATM Deposit
    • ATM Withdrawal
    • POS withdrawal
    • Misc. Credit
    • Misc. Debit
    • Loan Payment
    • Mortgage Payment
    • Credit Card Payment
    • Credit Card Cash Advance
    • Internal Funds Transfer
    • Reversal
    • Interest Earned
    • Fee
    • Merchant Charge

WaiverReason__c

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Reason for waiving the charges or fees, such as:
    • Duplicate fees charged
    • Fees Discovery
    • Maintain customer relationship
    • Notification not received
    • Others

WalletShare__c

  • Type: percent
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Read only. Percentage of this individual’sfinancial assets that your company manages or administers. Calculated as the percent of financial accounts that are held (FinancialAccount__c.HeldAway is false).