FinancialDealParty

ContactId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The contact ID of the party.

  This is a relationship field.

• Relationship Name: Contact
• Relationship Type: Lookup
• Refers To: Contact

PartyType

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
• Description: The type of the party.
• Possible values:
  • Company
  • Individual

FinancialDealId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The deal that's shared with the participant.

  This is a relationship field.

• Relationship Name: FinancialDeal
• Relationship Type: Lookup
• Refers To: FinancialDeal

LastReferencedDate

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

LastStageChangeDate

• Type: dateTime
• Properties: Filter, Nillable, Sort
• Description: The date of the last change made to the Stage field on this financial deal party record. This field is available in API version 54.0.

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 party that's involved in the 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

PartyId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The account ID of the party.

  This is a relationship field.

• Relationship Name: Party
• Relationship Type: Lookup
• Refers To: Account

PartyRole

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
• Description: The party's role in the deal.
• Possible values:
  • Competitor
  • Partner
  • Syndicate

Stage

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
• Description: The current stage of the party involved with the financial deal.
• Possible values:
  • Confidential Information Memorandum Sent
  • Declined
  • Indication of Interest Sent
  • Letter of Intent Sent
  • Non-Disclosure Agreement Signed
  • Teaser Sent

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.

FinancialDealPartyChangeEvent

Change events are available for the object.

FinancialDealPartyFeed

Feed tracking is available for the object.

FinancialDealPartyHistory

History is available for tracked fields of the object.

FinancialDealPartyOwnerSharingRule

Sharing rules are available for the object.

FinancialDealPartyShare

Sharing is available for the object.