Financial Services Cloud Developer Guide
jAccountAccountRelation
Represents a relationship between two accounts, such as between a
household and a business account. This object is available in API version 61.0 and
later.
Supported Calls
create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()
Special Access Rules
This is a standard object and is available only when you turn on the Group Membership Settings.
Fields
AccountId
- Type: reference
- Properties: Create, Filter, Group, Sort, Update
-
Description: The ID of the account associated with the record.
This field is a relationship field.
- Relationship Name: Account
- Relationship Type: Lookup
- Refers To: Account
DeclarationType
- Type: multipicklist
- Properties: Create, Filter, Nillable, Restricted picklist, Update
- Description: Specifies the formal manner or approach used to officially state the stakeholder's role or position.
-
Possible values:
- Official Register
- Primary Research
- Self Declaration
- Third Party
- Verified
EndDate
- Type: date
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Date when the relationship ended.
HierarchyType
- Type: picklist
- Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- Description: Specifies the hierarchy between accounts that are related. For example, an account is related to another account as a parent, peer, or child.
- Default value: Parent
-
Possible values:
- Child
- Parent
- Peer
IsActive
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: Indicates whether the relationship is active (true) or not (false).
- Default value: false
IsShareholder
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: Indicates whether the stakeholder is a shareholder (true) or not (false).
- Default value: false
Name
- Type: string
- Properties: Autonumber, Defaulted on create, Filter, idLookup, Group, Sort
- Description: Name of the account account relationship.
PartyRoleRelationId
- Type: reference
- Properties: Create, Filter, Group, Sort, Update
-
Description: The relationship between two accounts.
This field is a relationship field.
- Relationship Name: PartyRoleRelation
- Relationship Type: Lookup
- Refers To: PartyRoleRelation
RelatedAccountId
- Type: reference
- Properties: Create, Filter, Group, Sort, Update
-
Description: The related account in the relationship.
This field is a relationship field.
- Relationship Name: RelatedAccount
- Relationship Type: Lookup
- Refers To: Account
RelatedInverseRecordId
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
-
Description: The record that specifies the inverse relationship between the
accounts.
This field is a relationship field.
- Relationship Name: RelatedInverseRecord
- Relationship Type: Lookup
- Refers To: AccountAccountRelation
ShareholderHierarchyLevel
- Type: int
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Specifies the hierarchical level between the account and the intermediate shareholder. The shareholder hierarchy level is applicable only to an intermediate share holder.
ShareholderHierarchyRole
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- Description: Specifies the shareholder's ownership type.
-
Possible values:
- Domestic Ultimate Owner
- Immediate Shareholder
- Intermediate Shareholder
- Ultimate Beneficial Owner
ShareholderType
- Type: multipicklist
- Properties: Create, Filter, Nillable, Restricted picklist, Update
- Description: Specifies the type of the shareholder.
-
Possible values:
- Shareholding
- Voting Rights
- Beneficiary of a Trust
- Sole Proprietor
- Partner
StartDate
- Type: date
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Date when the relationship started.
TotalSharePercent
- Type: percent
- Properties: Create, Filter, Nillable, Sort, Update
- Description: The total percentage of shares owned by the stakeholder, combining both direct and indirect ownership.