Financial Services Cloud Developer Guide
jFinServ_LifeEvent__c
Supported Calls
create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()
Fields
Client__c
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Individual the life event is related to.
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.
DiscussionNote__c
- Type: textarea
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Notes from past discussions.
EventDate__c
- Type: date
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Date of the life event.
EventType__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
-
Description: Type of life event. Valid values:
- College
- New Baby
- New Business
- New Home
- New Job
- Retirement
FinancialGoal__c
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Financial goal that the life event is related to.
GoalType__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
-
Description: Type of financial goal implied by the life event. Valid values:
- Saving for College
- Saving for Retirement
SourceSystemId__c
- Type: string
- Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
- Description: ID that uniquely identifies the goal in an external data source.