CaseParticipant

Represents a junction between a case, and an account or a contact. This object stores the details of the participant associated with a case. This participant could be the applicant, co-applicant, a household, or even a business account. This object is available in API version 54.0 and later.

Supported Calls

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

Special Access Rules

Fields and values added in API version 58.0 are available if the add-on license for Financial Services Cloud is enabled.

Fields

Field Details
AuthorizationProof
Type
picklist
Properties
Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
How the participant communicated their consent. This field is available in API version 58.0 and later.
Possible values are:
  • Email Consent
  • Joint Ownership
  • Power of Attorney
  • Verbal Consent
CaseId
Type
reference
Properties
Create, Filter, Group, Sort, Update
Description
The case associated with the case participant record.
This field is a relationship field.
Relationship Name
Case
Relationship Type
Lookup
Refers To
Case
LastReferencedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The timestamp when the current user last accessed this record, a record related to this record, or a list view.
LastViewedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The timestamp when the current user last viewed this record or list view. If this value is null, possibly the user only accessed this record or list view (LastReferencedDate) but didn't view it.
Name
Type
string
Properties
Autonumber, Defaulted on create, Filter, idLookup, Sort
Description
The name of the case participant record.
ParticipantId
Type
reference
Properties
Create, Filter, Group, Sort, Update
Description
The participant associated with the case participant record.
This field is a polymorphic relationship field.
Relationship Name
Participant
Relationship Type
Lookup
Refers To
Account, Contact
PreferredCallTimeFrom
Type
time
Properties
Create, Filter, Nillable, Sort, Update
Description
The start of the preferred time window for contacting the participant. This field is available in API version 58.0 and later.
PreferredCallTimeTo
Type
time
Properties
Create, Filter, Nillable, Sort, Update
Description
The end of the preferred time window for contacting the participant. This field is available in API version 58.0 and later.
PreferredCommunicationMode
Type
picklist
Properties
Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
How the participant prefers to receive messages. This field is available in API version 58.0 and later.
Possible values are:
  • Email
  • Phone
  • SMS
Role
Type
picklist
Properties
Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
The role of the case participant.
Possible values are:
  • Applicant
  • Complainant Representative (Available in API version 58.0 and later.)
  • Inspection Officer
  • Lawyer
  • Observer
  • Perpetrator
  • Primary Caretaker
  • Victim
The default value is Applicant.
Status
Type
picklist
Properties
Create, Filter, Group, Restricted picklist, Sort, Update
Description
The status of the case participant.
Possible values are:
  • Active
  • Inactive
  • In Review (Available in API version 58.0 and later.)
  • Pending (Available in API version 58.0 and later.)
  • Submitted (Available in API version 58.0 and later.)

Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

CaseParticipantFeed
Feed tracking is available for the object.
CaseParticipantHistory
History is available for tracked fields of the object.