Financial Services Cloud Developer Guide
jEvent Custom Fields
Represents an event associated with a client. Custom fields extend the
standard Event object for use in Financial Services Cloud.
Fields
Expectations__c
- Type: textarea
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Client expectations that this event relates to.
Household__c
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: ID of the household associated with the client.
NextSteps__c
- Type: textarea
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Next steps for this client event.
Objectives__c
- Type: textarea
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Client objectives that this event relates to.
Regarding__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
-
Description: The nature of the most recent interaction. Valid values:
- Prospecting
- Onboarding
- Client Retention
- Service