Event Custom Fields

Represents an event associated with a client. Custom fields extend the standard Event object for use in Financial Services Cloud.

• Type: textarea
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Client expectations that this event relates to.

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: ID of the household associated with the client.

• Type: textarea
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Next steps for this client event.

• Type: textarea
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Client objectives that this event relates to.

• Type: picklist

• Properties: Create, Filter, Group, Nillable, Sort, Update

• Description: The nature of the most recent interaction. Valid values:

  • Prospecting
  • Onboarding
  • Client Retention
  • Service

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Standard Objects

Managed Package Objects

FinServ Account Custom Fields

FinServ_AccountAccountRelation__c

FinServ AccountContactRelation Custom Fields

FinServ_Alert__c

FinServ_AssetsAndLiabilities__c

FinServ AuthorizationForm Custom Fields

FinServ AuthorizationFormConsent Custom Fields

FinServ AuthorizationFormText Custom Fields

FinServ_BillingStatement__c

FinServ_Card__c

FinServ_ChargesAndFees__c

FinServ Contact Custom Fields

FinServ_ContactContactRelation__c

FinServ_Education__c

FinServ_Employment__c

Event Custom Fields

FinServ_FinancialAccountRole__c

FinServ_FinancialAccount__c

FinServ_FinancialAccountTransaction__c

FinServ_FinancialGoal__c

FinServ_FinancialHolding__c

FinServ_IdentificationDocument__c

FinServ Lead Custom Fields

FinServ_LifeEvent__c

FinServ Opportunity Custom Fields

FinServ_PolicyPaymentMethod__c

FinServ_ReciprocalRole__c

FinServ_Revenue__c

FinServ_Securities__c

FinServ SvcCatalogRequest Custom Fields

FinServ Task Custom Fields

FinServ User Custom Fields

Associated Objects

Metadata API Types

Custom Metadata Types

Tooling APIs

Apex Reference

Business APIs

Standard Invocable Actions

Custom Triggers

Custom Validation Rules

DPE and Monitor Workflow Services

API End-of-Life Policy

Previous Versions