FinancialDeal

Represents the deal that the financial institution is working on. This object is available in API version 52.0 and later.

Supported Calls

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

Fields

Field	Details
AccountId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The account ID of the customer who engaged the financial institution in this deal. This is a relationship field. Relationship Name Account Relationship Type Lookup Refers To Account
CloseProbability	Type percent Properties Create, Filter, Nillable, Sort, Update Description The probability of the deal being successfully closed.
ConfidentialityType	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Specifies the level of confidentiality of the information that's recorded in the financial deal. Possible values are: `Confidential` `Public`
ConflictStatus	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Specifies the status of the conflict clearance for the financial deal. Possible values are: `Approved` `Declined`
Description	Type textarea Properties Create, Nillable, Update Description The description of the deal.
ExpectedCloseDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The date when the deal is expected to close.
FinancialDealCode	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description A unique code that identifies the deal.
FinancialDealType	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description The type of the deal. Possible values are: `Advisory` `Capital Raising` `Debt Capital Market` `Initial Public Offering` `Mergers and Acquisitions` `Secondary Offering`
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.
MandatedDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The date when the financial deal was mandated.
Name	Type string Properties Create, Filter, Group, idLookup, Sort, Update Description The name of the financial deal.
OwnerId	Type reference Properties Create, Defaulted on create, Filter, Group, Sort, Update Description ID of the user who created the relationship record. This is a polymorphic relationship field. Relationship Name Owner Relationship Type Lookup Refers To Group, User
ParentFinancialDealId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The parent financial deal. This is a relationship field. Relationship Name ParentFinancialDeal Relationship Type Lookup Refers To FinancialDeal
ReceivedFee	Type currency Properties Create, Filter, Nillable, Sort, Update Description The total fee received by the financial institution until the current date.
Role	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description The role that the financial institution plays in this deal. Possible values are: `Advisor` `Bookrunner` `Syndication Agent`
Stage	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Specifies the stage of the deal. Possible values are: `Closed` `Execution` `Mandate` `Pitch`
Status	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Specifies the status of the deal. Possible values are: `Closed` `On Hold` `Open`
TotalExpectedFee	Type currency Properties Create, Filter, Nillable, Sort, Update Description The total fee expected by the financial institution until the current date.
TotalExpense	Type currency Properties Create, Filter, Nillable, Sort, Update Description The total expense incurred for the financial deal until the current date.
TransactionValue	Type currency Properties Create, Filter, Nillable, Sort, Update Description The total transaction value of the financial deal.

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.

FinancialDealChangeEvent: Change events are available for the object.
FinancialDealFeed: Feed tracking is available for the object.
FinancialDealHistory: History is available for tracked fields of the object.
FinancialDealOwnerSharingRule: Sharing rules are available for the object.
FinancialDealShare: Sharing is available for the object.

Agentforce Financial Services Developer Guide

FinancialDeal

Supported Calls

Fields

Associated Objects