FinServ_ReciprocalRole__c

Represents the other entity’s corresponding role in a one-to-one relationship between entities.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Fields

CreateInverseRole__c

  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Indicates whether the corresponding reciprocal role record is created automatically for the inverse role (true) or not (false).

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.

InverseRelationship__c

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Uniquely identifies the relationship between Role and InverseRole__c so that it can be referenced by a trigger that creates the inverse relationship record.

InverseRole__c

  • Type: string
  • Properties: Create, Filter, Group, Sort, Update
  • Description: The role that the other entity occupies in the relationship, such as a grandparent to a grandchild, or an owned business to a proprietor.

LastReferencedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: Timestamp for when the current user last viewed a record related to this record.

LastViewedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: Timestamp for when the current user last viewed this record.

Name

  • Type: string
  • Properties: Create, Defaulted on create, Filter, Group, idLookup, Nillable, Sort, Update
  • Description: Name of this reciprocal role.

OwnerId

  • Type: reference
  • Properties: Create, Defaulted on createFilter, Group, Sort, Update
  • Description: ID of the user who created the reciprocal role record.

RecordTypeId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: ID of the record type associated with this reciprocal role.

RelationshipType__c

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Type of entities involved in the relationship. Valid values:
    • All
    • Contact Contact Relation
    • Account Account Relation

SourceSystemId__c

  • Type: string
  • Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
  • Description: ID that uniquely identifies the reciprocal role in an external data source.