Financial Services Cloud Developer Guide
jBanker
Represents a business unit member who is assigned the banker role for a branch
unit. This object is available in API version 51.0 and later.
Supported Calls
create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()
Fields
CurrentBranchId
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: The ID of the branch associated with this banker's current work.
CurrentBranchStartTime
- Type: dateTime
- Properties: Create, Filter, Nillable, Sort, Update
- Description: The date and time when this banker made this branch assignment current.
Description
- Type: string
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Information about the assignment of this person to the banker role.
JobCode
- Type: string
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: An identifier that relates the banker to an externial system.
LastReferencedDate
- Type: dateTime
- Properties: Filter, Nillable, Sort
- Description: The most recent date on which a user referenced this record.
LastViewedDate
- Type: dateTime
- Properties: Filter, Nillable, Sort
- Description
Level
- Type: picklist
- Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
- Description: Specifies the organizational level of the banker.
- Default value: 1
-
Possible values:
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9
- 10
Name
- Type: string
- Properties: Create, Filter, Group, idLookup, Sort, Update
- Description: The name of this assignment of a banker to a branch.
OwnerId
- Type: reference
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: The ID of the user who owns this record.
ServiceResourceId
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: The ID of a service resource that lets this user be assigned to service territories.
UserOrContactId
- Type: reference
- Properties: Create, Filter, Group, Sort, Update
- Description: The contact or user associated with the banker.