Financial Services Cloud Developer Guide
jPartyWealthSource
Represents the method by which a party accumulated their net worth over time,
such as employment income, inheritance, business ownership, or investment returns.
This object is available in API version 68.0 and later.
Supported Calls
create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), undelete(), update(), upsert()
Fields
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: Create, Filter, Group, idLookup, Sort, Update
- Description: The name of the party wealth source record.
OwnerId
- Type: reference
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
-
Description: ID of the user who owns the record.
This field is a polymorphic relationship field.
- Relationship Name: Owner
- Refers To: Group, User
PartyId
- Type: reference
- Properties: Create, Filter, Group, Sort, Update
-
Description: The party associated with the record. The party can be an account
or a party profile.
This field is a polymorphic relationship field.
- Relationship Name: Party
- Refers To: Account, PartyProfile
RegionId
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
-
Description: The geographic region associated with this wealth source
record.
This field is a polymorphic relationship field.
- Relationship Name: Region
- Refers To: GeoCountry, GeoState
ValidatedById
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
-
Description: The user who validated this wealth source record.
This field is a relationship field.
- Relationship Name: ValidatedBy
- Refers To: User
ValidationDate
- Type: date
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: The date when the wealth source details were validated.
ValidationStatus
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Specifies the validation status of the wealth source.
WealthCategory
- Type: picklist
- Properties: Create, Filter, Group, Sort, Update
- Description: Specifies the wealth accumulation category for the record.
WealthEventEndDate
- Type: date
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: The date when the wealth accumulation ended.
WealthEventRecurFreq
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Specifies the frequency at which the wealth event occurs.
WealthEventStartDate
- Type: date
- Properties: Create, Filter, Group, Sort, Update
- Description: The date when the wealth accumulation started.
WealthNarrative
- Type: textarea
- Properties: Create, Filter, Nillable, Sort, Update
- Description: The description of how the party accumulated their net worth.