InteractionSummary

Represents the summary of an interaction, including confidentiality information.

Supported Calls

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

Fields

This object has the following fields.

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

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.

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.