FinServ_Securities__c

Represents a security, such as a stock or bond.

Supported Calls 

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

Fields 

CurrencyIsoCode 

  • 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.

CUSIP__c 

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Committee on Uniform Securities Identification Procedures identification number for the securities.

Exchange__c 

  • Type: picklist

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

  • Description: Exchange on which the securities are traded. Valid values:

    • NYSE
    • NASDAQ

LastReferencedDate 

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

LastUpdated__c 

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Timestamp for when data for the securities was last updated by an external data source.

LastViewedDate 

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

Name 

  • Type: string
  • Properties: Create, Defaulted on create, Filter, Group, idLookup, Nillable, Sort, Update
  • Description: Name of the securities. Label is Symbol.

OwnerId 

  • Type: reference
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: ID of the user who created the securities record.

Price__c 

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Current price of the securities.

SecuritiesName__c 

  • Type: string
  • Properties: Create, Filter, Group, idLookup, Sort, Update
  • Description: Name that uniquely identifies the securities.

SecurityId__c 

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: ID of the securities.

SourceSystemId__c 

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