FinancialAccountStatement

Represents information about a financial account statement. 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 Financial Account Management Standard Objects setting.

Fields

Description

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The description of the financial account statement.

EndDate

Type: date
Properties: Create, Filter, Group, Sort, Update
Description: Indicates the end date of the financial account statement period.

FinancialAccountId

Type: reference
Properties: Create, Filter, Group, Sort
Description: The financial account associated with the financial account statement.
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.

SourceSystemIdentifier

Type: external lookup
Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
Description: The unique identifier of the financial account statement in an external system.

StartDate

Type: date
Properties: Create, Filter, Group, Sort, Update
Description: Indicates the start date of the financial account statement period.

Type

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Specifies the statement type.
Possible values:
- Account Closure Statement
- Balance Statement
- Periodic Statement

Url

Type: url
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The URL of the statement attachment or file.

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.

FinancialAccountStatementChangeEvent: Change events are available for the object.
FinancialAccountStatementFeed: Feed tracking is available for the object.
FinancialAccountStatementHistory: History is available for tracked fields of the object.
FinancialAccountStatementOwnerSharingRule: Sharing rules are available for the object.
FinancialAccountStatementShare: Sharing is available for the object.

Financial Services Cloud Developer Guide