FinServ_ReciprocalRole__c

Represents the other entity’s corresponding role in a one-to-one relationship between entities.

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

• Type: boolean
• Properties: Create, Defaulted on create, Filter, Group, Sort, Update
• Description: Indicates whether the corresponding reciprocal role record is created automatically for the inverse role (true) or not (false).

• Type: picklist
• Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
• Description: If multiple currencies is enabled, contains the currency ISO code associated with the record.

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Uniquely identifies the relationship between Role and InverseRole__c so that it can be referenced by a trigger that creates the inverse relationship record.

• Type: string
• Properties: Create, Filter, Group, Sort, Update
• Description: The role that the other entity occupies in the relationship, such as a grandparent to a grandchild, or an owned business to a proprietor.

• Type: dateTime
• Properties: Filter, Nillable, Sort
• Description: Timestamp for when the current user last viewed a record related to this record.

• Type: dateTime
• Properties: Filter, Nillable, Sort
• Description: Timestamp for when the current user last viewed this record.

• Type: string
• Properties: Create, Defaulted on create, Filter, Group, idLookup, Nillable, Sort, Update
• Description: Name of this reciprocal role.

• Type: reference
• Properties: Create, Defaulted on createFilter, Group, Sort, Update
• Description: ID of the user who created the reciprocal role record.

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: ID of the record type associated with this reciprocal role.

• Type: picklist

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

• Description: Type of entities involved in the relationship. Valid values:

  • All
  • Contact Contact Relation
  • Account Account Relation

• Type: string
• Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
• Description: ID that uniquely identifies the reciprocal role in an external data source.

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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

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