Financial Services Cloud Developer Guide

Get Started
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
PDF

FinServ Lead Custom Fields

Represents a lead associated with an individual. Custom fields extend the Lead object for use in Financial Services Cloud.

Fields

CreatedByMe__c

  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Indicates whether the current user created the contact record.

CreatedFromLead__c

  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Indicates whether a contact converted from this lead sets the value of Contact.CreatedFromLead__c as (true) or not (false).

Employer__c

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The lead’s employer information that converts to the individual’s contact record upon lead conversion.

ExpressedInterest__c

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Lead’s expressed area of interest. Label is Category. Valid values:
    • Mortgage
    • Personal Loan
    • Credit Card
    • Savings Account
    • Checking Account
    • HELOC
    • Day to Day Banking
    • Manage Money
    • Property Purchase
    • Investments
    • Education
    • Manage Debt

Household__c

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: ID of the household record associated with the lead record.

PotentialValue__c

  • Type: currency
  • Properties: Filter, Nillable, Sort
  • Description: Potential value from converting the lead.

ProductInterest__c

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Lead’s area of interest. This field is deprecated. Use the ExpressedInterest__c field instead.

ReferredByContact__c

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: External contact who made the referral.

ReferredByUser__c

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

ReferrerScore__c

  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: A value of 0 to 100. A high score reflects a high rate of referral conversion.

RelatedAccount__c

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Individual or household account related to a lead.