Financial Services Cloud Developer Guide
jFinServ_Revenue__c
Represents data from Financial Services Cloud and external systems to
aggregate revenue streams for an advisor’s book of business.
Supported Calls
create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()
Fields
Account__c
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Account that Revenue__c is related from. This field or FinancialAccount__c requires an entry but not both.
Amount__c
- Type: currency
- Properties: Create, Filter Sort, Update
- Description: Revenue amount.
Date__c
- Type: date
- Properties: Create, Filter, Group, Sort, Update
- Description: Date when this revenue was made.
FinancialAccount__c
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Financial Account that Revenue__c is related from. This field or Account__c requires an entry but not both.
SourceSystemId__c
- Type: string
- Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
- Description: A value that uniquely identifies the revenue in an external data source.
SubType__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: The subtype of revenues. Valid values: Transaction, Advisory, Investment, Custodian, Planning.
Type__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: The type of revenues. Valid values: Fees, Commission.