ApplicationForm

Represents the high-level information of an application that's submitted for the product. This object is available in API version 59.0 and later.

Supported Calls

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

Special Access Rules

The Usage Type field has to be populated when using the Application Form object. The picklist values for Usage Type are Onboarding, Loan Origination, and Other. The picklist values are fixed and you can't add more values.

Fields

AccountId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The account that's associated with the application.
This field is a relationship field.
Relationship Name: Account
Relationship Type: Lookup
Refers To: Account

BranchUnitId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The ID of the branch unit that owns the application.
This field is a relationship field.
Relationship Name: BranchUnit
Relationship Type: Lookup
Refers To: BranchUnit

LastReferencedDate

Type: dateTime
Properties: Filter, Nillable, Sort
Description: The timestamp for when the current user last viewed a record related to this record.

LastViewedDate

Type: dateTime
Properties: Filter, Nillable, Sort
Description: The timestamp for when the current user last viewed this record. If this value is null, it’s possible that this record was referenced (LastReferencedDate) and not viewed.

LeadId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The ID of the lead associated with the application.
This field is a relationship field.
Relationship Name: Lead
Relationship Type: Lookup
Refers To: Lead

Name

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

OpportunityId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The ID of the opportunity associated with the application.
This field is a relationship field.
Relationship Name: Opportunity
Relationship Type: Lookup
Refers To: Opportunity

OwnerId

Type: reference
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: ID of the user who created the record.
This is a polymorphic relationship field.
Relationship Name: Owner
Relationship Type: Lookup
Refers To: Group, User

Stage

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The stage in the approval process of the application.
Possible values:
- Approved
- Book to Core
- DDE
- In Progress
- In Review
- Initiated
- Intake
- Negotiation
- Operations
- Rejected
- Submitted
- Underwriting

SubmissionDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The date when the application is submitted.

ThirdPartyLoanProviderAccountId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The ID of the third-party loan provider account associated with the application.
This field is a relationship field.
Relationship Name: ThirdPartyLoanProviderAccount
Relationship Type: Lookup
Refers To: Account

UsageType

Type: picklist
Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: Specifies the usage of application.
Possible values:
- Onboarding
- Loan Origination
- Deposit Origination
- Other

Financial Services Cloud Developer Guide