Financial Services Cloud Developer Guide
jFinServ Task Custom Fields
Represents a task associated with a client. Custom fields extend the
standard Task object for use in Financial Services Cloud.
Fields
Expectations__c
- Type: textarea
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Expectations that this task relates to.
Household__c
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: ID of the household associated with the individual.
NextSteps__c
- Type: textarea
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Next steps for this task.
Objectives__c
- Type: textarea
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Objectives that this task relates to.
Regarding__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
-
Description: The nature of this task. Valid values:
- Prospecting
- Onboarding
- Client Retention
- Service