FinancialDealParticipant

Represents the user or the group with whom the deal is shared. This object is available in API version 52.0 and later.

Supported Calls

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

Fields

Comments

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Notes about the deal participant.

FinancialDealId

Type: reference
Properties: Create, Filter, Group, Sort
Description: The deal that's shared with the participant.
This is a relationship field.
Relationship Name: FinancialDeal
Relationship Type: Lookup
Refers To: FinancialDeal

IsActive

Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Indicates whether the deal participant is active.
Default value: false

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: An auto-generated number assigned to this record.

ParticipantId

Type: reference
Properties: Create, Filter, Group, Sort
Description: The user or group that the deal is shared with.
This is a polymorphic relationship field.
Relationship Name: Participant
Relationship Type: Lookup
Refers To: Group, User

ParticipantRoleId

Type: reference
Properties: Create, Filter, Group, Sort, Update
Description: The role assigned to the participant.
This is a relationship field.
Relationship Name: ParticipantRole
Relationship Type: Lookup
Refers To: ParticipantRole

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.

FinancialDealParticipantChangeEvent: Change events are available for the object.
FinancialDealParticipantFeed: Feed tracking is available for the object.
FinancialDealParticipantHistory: History is available for tracked fields of the object.

Financial Services Cloud Developer Guide