FinServ_Alert__c

Represents notifications to alert advisors about their client accounts.

Supported Calls

create(), delete(), describeLayout(), getDeleted(), getUpdated(), query(), retrieve(), undelete(), update(), upsert()

Fields

Account__c

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: A lookup field to an account that alerts are related to.

Active__c

  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Indicates whether an alert is active.

FinancialAccount__c

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The financial account that alerts are related to.

Message__c

  • Type: string
  • Properties: Create, Filter, Group, Sort, Update
  • Description: The main content of an alert.

MessageDescription__c

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: An optional description for the main content of an alert as specified in the Message__c field. This text appears below the main content.

Priority__c

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: An indication of the urgency of an alert. Valid values:
    • High
    • Low
    • Medium

Severity__c

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Restricted picklist, Sort, Update
  • Description: The type of alert. Valid values:
    • Error
    • Info
    • Warning

SourceSystemId__c

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The ID of a record from the external system that triggered the alert.