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.

Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.

Important

Supported Calls

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

Fields

This object has the following fields.

AuthorizationProof

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: How the participant communicated their consent. This field is available in API version 58.0 and later.
Possible values:
- 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: Master-Detail
Refers To: Case

LastReferencedDate

Type: dateTime
Properties: Filter, Nillable, Sort
Description: The most recent date on which a user referenced this record.

LastViewedDate

Type: dateTime
Properties: Filter, Nillable, Sort
Description: The most recent date on which a user viewed this record.

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, Sort, Update
Description: How the participant prefers to receive messages. This field is available in API version 58.0 and later.
Possible values:
- Email
- Phone
- SMS

Role

Type: picklist
Properties: Create, Defaulted on create, Filter, Group, Restricted picklist, Sort, Update
Description: Specifies the role of the case participant.
Default value: Applicant
Possible values:
- Applicant
- Inspection Officer
- Lawyer
- Observer
- Perpetrator
- Primary Caretaker
- Victim

Status

Type: picklist
Properties: Create, Filter, Group, Sort, Update
Description: Specifies the status of the case participant.
Possible values:
- Active
- Inactive

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.

CaseParticipantChangeEvent: Change events are available for the object.
CaseParticipantFeed: Feed tracking is available for the object.
CaseParticipantHistory: History is available for tracked fields of the object.
CaseParticipantOwnerSharingRule: Sharing rules are available for the object.
CaseParticipantShare: Sharing is available for the object.