Financial Services Cloud Developer Guide
jFinServ_FinancialHolding__c
Supported Calls
create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()
Fields
AssetCategory__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
-
Description: Subcategory of asset type. Valid values:
- U.S. Equity
- Sector Equity
- Allocation
- International Equity
- Alternative
- Commodities
- Taxable Bond
- Municipal Bond
AssetCategoryName__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
-
Description: Market capitalization and investing style. Valid values:
- Large Growth
- Large Value
- Large Blend
- Small Growth
- Small Value
- Small Blend
- Mid-Cap Growth
- Mid-Cap Value
- Mid-Cap Blend
AssetClass__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
-
Description: Major category of asset type.
Valid values:
- Equities
- Fixed Income
- Cash Equivalents
- Alternative Investments
CurrencyIsoCode
- Type: picklist
- Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- Description: If multiple currencies is enabled, contains the currency ISO code associated with the record.
FinancialAccount__c
- Type: reference
- Properties: Create, Filter, Group, Sort
- Description: Financial account that this holding is related to.
GainLoss__c
- Type: currency
- Properties: Create, Filter, Nillable, Sort, Update
- Description: Change in value since purchase.
Household__c
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Household that this holding rolls up to.
LastActivityDate
- Type: date
- Properties: Filter, Group, Nillable, Sort
- Description: Timestamp for when this financial holding last had a task or event action associated with the record.
LastReferencedDate
- Type: date
- Properties: Filter, Nillable, Sort,
- Description: Timestamp for when the current user last viewed a record related to this record.
LastUpdated__c
- Type: date
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Timestamp for when data for this holding was last updated by an external data source.
LastViewedDate
- Type: date
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Timestamp for when the current user last viewed this record.
MarketValue__c
- Type: currency
- Properties: Create, Filter, Nillable, Sort, Update
- Description: Current market value.
Name
- Type: string
- Properties: Create, Defaulted on create, Filter, Group, idLookup, Nillable, Sort, Update
- Description: Name of this holding.
PercentChange__c
- Type: percent
- Properties: Create, Filter, Nillable, Sort, Update
- Description: Percent change in value since purchase.
Price__c
- Type: currency
- Properties: Create, Filter, Nillable, Sort, Update
- Description: Current price per share.
PrimaryOwner__c
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Primary owner of this holding.
PurchasePrice__c
- Type: currency
- Properties: Create, Filter, Sort, Update
- Description: Price per-share at time of purchase.
Securities__c
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Name of the securities held. Label is Symbol.
Shares__c
- Type: double
- Properties: Create, Filter, Sort, Update
- Description: Number of shares held.
SourceSystemId__c
- Type: string
- Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
- Description: ID that uniquely identifies the holding in an external data source.
Symbol__c
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Ticker symbol for the securities held. The value is copied from Securities__c and can’t be changed.