Financial Services Cloud Developer Guide
jFundTransferRequest
Represents the details of fund transfer request between two financial
accounts. This object is available in API version 65.0 and later.
Supported Calls
create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()
Fields
CaseId
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
-
Description: The Case that's associated with the fund transfer request.
This field is a relationship field.
- Relationship Name: Case
- Refers To: Case
Description
- Type: textarea
- Properties: Create, Nillable, Update
- Description: The additional details or notes about the fund transfer request.
EndDate
- Type: date
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: The date on which the final transfer of the recurring series is scheduled to be sent.
Frequency
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: The interval at which the fund transfers occur in a recurring fund transfer request.
FromId
- Type: reference
- Properties: Create, Filter, Group, Sort, Update
-
Description: The source from which the funds are transferred.
This field is a relationship field.
- Relationship Name: From
- Refers To: FinancialAccount
InstallmentCount
- Type: int
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: The total number of payments to be made in a recurring fund transfer request.
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 the record.
OwnerId
- Type: reference
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
-
Description: ID of the user who created the relationship record.
This field is a polymorphic relationship field.
- Relationship Name: Owner
- Refers To: Group, User
ProcessingReferenceNumber
- Type: string
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: The unique identifier of the fund transfer request in an external system.
StartDate
- Type: date
- Properties: Create, Filter, Group, Sort, Update
- Description: The date on which the first transfer is scheduled to be sent.
Status
- Type: picklist
- Properties: Create, Filter, Group, Sort, Update
- Description: Specifies the status of the fund transfer request.
ToFinancialAccountId
- Type: reference
- Properties: Filter, Group, Nillable, Sort
-
Description: The financial account to which the funds are being
transferred.
This field is a relationship field.
- Relationship Name: ToFinancialAccount
- Refers To: FinancialAccount
ToId
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
-
Description: The destination to which the funds are being transferred.
This field is a polymorphic relationship field.
- Relationship Name: To
- Refers To: FinancialAccount
TransferFailureReason
- Type: textarea
- Properties: Create, Nillable, Update
- Description: The specific error or reason provided when the fund transfer failed.
TransferType
- Type: picklist
- Properties: Create, Filter, Group, Sort, Update
- Description: Specifies the type of the fund transfer request.