Financial Services Cloud Developer Guide
jInteraction
Represents an interaction (phone call, in-person meeting, or video
conference) between two or more people (attendees), typically including at least one
representative and one customer or partner. This object is available in API version
51.0 and later.
Supported Calls
create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()
Fields
AccountId
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: The ID of the account related to the customer or partner who attended the interaction.
AccountPlanObjectiveId
- Type: reference
- Properties: Create, Filter, Group, Sort
-
Description: The account plan objective associated with the
interaction.
This field is a relationship field.
- Relationship Name: AccountPlanObjective
- Relationship Type: Lookup
- Refers To: AccountPlanObjective
Description
- Type: textarea
- Properties: Create, Nillable, Update
- Description: The description of the interaction.
EndTime
- Type: dateTime
- Properties: Create, Filter, Nillable, Sort, Update
- Description: The date and time that the interaction ended.
InteractionType
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: The type of interaction.
-
Possible values:
- Conference
- In Person
- Phone Call
- In Person
- Phone Call
LastReferencedDate
- Type: dateTime
- Properties: Filter, Nillable, Sort
- Description: The timestamp for when the current user last viewed a record related to this record.
LastSyncedDateTime
- Type: dateTime
- Properties: Create, Filter, Nillable, Sort, Update
- Description: The date and time when a sync was performed to create or update an interaction from an email client or other solutions in Salesforce.
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.
LocationId
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: The location of the interaction.
Name
- Type: string
- Properties: Create, Filter, Group, idLookup, Sort, Update
- Description: The name of the interaction.
ReferenceIdentifier
- Type: string
- Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
- Description: The unique reference ID of the interaction.
OwnerId
- Type: reference
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: The ID of the record owner.
RelatedInteractionId
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: The account plan objective associated with the interaction.
- Relationship Name: RelatedRecord
- Relationship Type: Lookup
- Refers To: AccountPlanObjective
RelatedRecordId
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
-
Description:
This is a polymorphic relationship field.
- Relationship Name: RelatedRecord
- Relationship Type: Lookup
- Refers To: FinancialDeal, Opportunity
StartTime
- Type: dateTime
- Properties: Create, Filter, Nillable, Sort, Update
- Description: The date and time that the interaction started.
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.
- InteractionChangeEvent
- Change events are available for the object.
- InteractionFeed
- Feed tracking is available for the object.
- InteractionHistory
- History is available for tracked fields of the object.
- InteractionOwnerSharingRule
- Sharing rules are available for the object.
- InteractionShare
- Sharing is available for the object.