FinancialDealInteraction

Represents a junction between an interaction and a financial deal. This object is available in API version 53.0 and later.

Supported Calls

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

Fields

Comment

Type: textarea
Properties: Create, Nillable, Update
Description: Notes about the financial deal associated with the interaction.

FinancialDealId

Type: reference
Properties: Create, Filter, Group, Sort
Description: The financial deal associated with the interaction.
This is a relationship field.
Relationship Name: FinancialDeal
Relationship Type: Lookup
Refers To: FinancialDeal

InteractionId

Type: reference
Properties: Create, Filter, Group, Sort, Update
Description: The interaction associated with the financial deal interaction record.
This is a relationship field.
Relationship Name: Interaction
Relationship Type: Lookup
Refers To: Interaction

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.

Name

Type: string
Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
Description: The name of the financial deal interaction record.

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.

FinancialDealInteractionChangeEvent: Change events are available for the object.
FinancialDealInteractionFeed: Feed tracking is available for the object.
FinancialDealInteractionHistory: History is available for tracked fields of the object.

Financial Services Cloud Developer Guide