FinancialAccountBalance

Represents information about different balances of a financial account. This object is available in API version 61.0 and later.

Supported Calls

describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), upsert()

Special Access Rules

This is a standard object and is available only when you turn on the Financial Account Management Standard Objects setting.

Fields

Amount

Type: currency
Properties: Filter, Nillable, Sort
Description: The balance in the financial account.

BalanceAsOfDate

Type: dateTime
Properties: Filter, Nillable, Sort
Description: The timestamp for when the balance was last retrieved from an external data source.

FinancialAccountId

Type: reference
Properties: Filter, Group, Sort
Description: The financial account related to the balance.
This field is a relationship field.
Relationship Name: FinancialAccount
Relationship Type: Lookup
Refers To: FinancialAccount

LastReferencedDate

Type: dateTime
Properties: Filter, Nillable, Sort
Description: The most recent date when a user referenced this record.

LastViewedDate

Type: dateTime
Properties: Filter, Nillable, Sort
Description: The most recent date when a user viewed this record.

Name

Type: string
Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
Description: The name of the record.

OwnerId

Type: reference
Properties: Filter, Group, Sort
Description: The owner of this record.
This field is a polymorphic relationship field.
Relationship Name: Owner
Relationship Type: Lookup
Refers To: Group, User

SourceSystemIdentifier

Type: external lookup
Properties: Filter, Group, idLookup, Nillable, Sort
Description: The unique identifier of this record in an external system.

Type

Type: picklist
Properties: Filter, Group, Sort
Description: Specifies the type of balance in the financial account.
Possible values:
- Available Credit
- Current Posted Balance
- Lease Balance
- Principal Balance
- Total Balance

Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

FinancialAccountBalanceChangeEvent: Change events are available for the object.
FinancialAccountBalanceFeed: Feed tracking is available for the object.
FinancialAccountBalanceHistory: History is available for tracked fields of the object.
FinancialAccountBalanceOwnerSharingRule: Sharing rules are available for the object.
FinancialAccountBalanceShare: Sharing is available for the object.

Financial Services Cloud Developer Guide