| AccountId |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The ID of the account related to the customer who
attended the client interaction.
- Relationship Name
- Account
- Relationship Type
- Lookup
- Refers To
- Account
|
| ConfidentialityType |
- Type
- picklist
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- Specifies the level of confidentiality of the
information that's recorded in this interaction
summary.
- Possible values are:
|
| InteractionId |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The client interaction related to the interaction
summary.
- Relationship Name
- Interaction
- Relationship Type
- Lookup
- Refers To
- Interaction
|
| InteractionPurpose |
- Type
- picklist
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- Specifies the purpose of the client interaction.
- Possible values are:
- Deal
Execution
- Meet and
Greet
- Quarterly
Check-In
|
| 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.
|
| MeetingNotes |
- Type
- textarea
- Properties
- Create, Nillable, Update
- Description
- The detailed record of what transpired during the client
interaction.
|
| MeetingNotesStatus |
- Type
- picklist
- Properties
- Create, Filter, Group, Nillable, Restricted picklist,
Sort, Update
- Description
- Specifies the status of the meeting notes. Available in
API version 61.0 and later.
- Possible values are:
|
| Name |
- Type
- string
- Properties
- Create, Filter, Group, idLookup, Sort, Update
- Description
- Required. The title of the interaction summary,
capturing the summary of the interaction.
|
| NextSteps |
- Type
- textarea
- Properties
- Create, Nillable, Update
- Description
- The next steps that were decided during the
interaction.
|
| Offering |
- Type
- multipicklist
- Properties
- Create, Filter, Nillable, Update
- Description
- The offerings that were discussed in the client
interaction.
- Possible values are:
- Debt Capital
Markets
- Equity Capital
Markets
- Mergers and
Acquisitions Advisory
|
| OwnerId |
- Type
- reference
- Properties
- Create, Defaulted on create, Filter, Group, Sort,
Update
- Description
- The ID of the record owner.
- Relationship Name
- Owner
- Relationship Type
- Lookup
- Refers To
- Group, User
|
| PartnerAccountId |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The ID of the account related to the partner who
attended the client interaction.
- Relationship Name
- Partner Account
- Relationship Type
- Lookup
- Refers To
- Account
|
| RelatedRecordId |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The name of the record such as an opportunity associated
with a client interaction.
- This is a polymorphic relationship field.
- Relationship Name
- RelatedRecord
- Relationship Type
- Lookup
- Refers To
-
- Application Form - Available in API version 62.0
and later
- Benefit Assignment
- Care Plan
- Case
- Case Participant
- Contact
- Complaint Participant
- Goal Assignment
- Opportunity
- Public Complaint
- Referral
- Service Appointment
- Visit
|
| Status |
- Type
- picklist
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- Specifies the status of the interaction summary.
- Possible values are:
|
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