InteractionSummary

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:
  • Confidential
  • Public

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:
  • 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:
  • No
  • Yes

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:
  • 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:
  • Draft
  • Published

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.

InteractionSummaryFeed

Feed tracking is available for the object.

InteractionSummaryHistory

History is available for tracked fields of the object.

InteractionSummaryOwnerSharingRule

Sharing rules are available for the object.

InteractionSummaryShare

Sharing is available for the object.