IndividualApplication

Represents an application form submitted by an individual or organization. This object is available in API version 50.0 and later.

Supported Calls

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

Fields

AccountId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The ID of the applicant’s account.

This is a relationship field.
Relationship Name: Account
Relationship Type: Lookup
Refers To: Account

AmountPaid

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The amount paid toward the application fee.

ApplicationCaseId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The ID of a case that relates to this application.

This is a relationship field.
Relationship Name: ApplicationCase
Relationship Type: Lookup
Refers To: Case

ApplicationCategory

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Specifies the category of the individual application.
Possible values:
- Basic
- Early Decision
- Regular Decision
- Special

ApplicationChangeOverview

Type: textarea
Properties: Create, Nillable, Update
Description: The Einstein-generated historical overview of the changes between application versions.

Available in API versions 62.0 and later. Einstein Generative AI for Public Sector must be enabled.

ApplicationName

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Descriptive name for the application. This field is available if you enabled Public Sector or Grantmaking in Setup.

Available from API version 57.0 and later.

ApplicationOverview

Type: textarea
Properties: Create, Nillable, Update
Description: The Einstein-generated historical overview of application stages, data changes, and processing actions.

Available in API versions 62.0 and later. Einstein Generative AI for Public Sector must be enabled.

ApplicationReferenceNumber

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The custom reference number assigned to the application. This field is available if you enabled Health Cloud, Public Sector, or Grantmaking in Setup.

ApplicationType

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The type of the application.
Possible values:
- Change Of Circumstance—Available in API versions 62.0 and later with Public Sector.
- ChangeOfCircumstance—Available in API versions 60.0 and 61.0 with Public Sector.
- New
- Recertification—Available in API version 60.0 and later with Public Sector.
- Renewal

AppliedDate

Type: dateTime
Properties: Create, Filter, Sort, Update
Description: The date on which the application was received from the applicant.

ApprovedDate

Type: dateTime
Properties: Create, Filter, Nillable, Sort, Update
Description: The date on which the application was approved.

BenefitAssignmentId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The benefit assignment that captures the applicant’s enrollment in a benefit as a result of this individual application.

Available in API version 67.0 and later.

This field is a relationship field.
Relationship Name: BenefitAssignment
Relationship Type: Lookup
Refers To: BenefitAssignment

BenefitId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The benefit associated with the individual application.

This field is a relationship field.
Relationship Name: Benefit
Refers To: Benefit

BudgetId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The budget associated with the individual application. This field is available if you enabled Public Sector or Grantmaking in Setup.

Available from API version 57.0 and later.

This field is a relationship field.
Relationship Name: Budget
Relationship Type: Lookup
Refers To: Budget

BusinessTypeId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The type of business activity associated with the individual application.

This field is a relationship field.
Relationship Name: BusinessType
Refers To: BusinessType

ClaimId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The claim associated with the individual application.

This field is a relationship field.
Relationship Name: Claim
Refers To: Claim

ContactId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The contact associated with the individual application.

This field is a relationship field.
Relationship Name: Contact
Relationship Type: Lookup
Refers To: Contact

Description

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Text description provided by the applicant.

FundingOpportunityId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The funding opportunity associated with the individual application. This field is available if you enabled Public Sector or Grantmaking in Setup.

Available in API version 57.0 and later.

This field is a relationship field.
Relationship Name: FundingOpportunity
Relationship Type: Lookup
Refers To: FundingOpportunity

FundingRequestPurpose

Type: textarea
Properties: Create, Nillable, Update
Description: Description of what the individual application funds are used for. This field is available if you enabled Public Sector or Grantmaking in Setup.

Available in API version 57.0 and later.

InternalStatus

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Status of the individual application in Salesforce CRM.

Available in API version 57.0 and later.
Possible values:
- Invited
- In Progress
- Submitted
- Application Accepted
- Revision Requested
- In Review
- Approved
- Denied

IsOwnerEditable

Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Whether the owner ID of this record can be changed.
Default value: false

IsSubmitted

Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Indicates whether the individual application has been submitted. This field is available if you enabled Public Sector or Grantmaking in Setup.

Available in API version 58.0 and later.

LastReferencedDate

Type: dateTime
Properties: Filter, Nillable, Sort
Description: The timestamp for when a user most recently viewed a record related to this record.

LastViewedDate

Type: dateTime
Properties: Filter, Nillable, Sort
Description: The timestamp for when a user most recently viewed this record. If this value is null, this record might only have been referenced (LastReferencedDate) and not viewed.

LicensePermitNameId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The issued license or permit associated with the individual application.

This field is a relationship field.
Relationship Name: LicensePermitName
Refers To: BusinessLicense

LicenseTypeId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The type of license or permit associated with the individual application.

This field is a relationship field.
Relationship Name: LicenseType
Refers To: RegulatoryAuthorizationType

Name

Type: string
Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
Description: The auto-generated unique ID for this application.

OpportunityId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The opportunity for which the individual application requests funding.

This field is a relationship field.
Relationship Name: Opportunity
Refers To: Opportunity

OwnerId

Type: reference
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: The ID of the user that owns this record.

This is a polymorphic relationship field.
Relationship Name: Owner
Relationship Type: Lookup
Refers To: Group, User

ParentApplicationId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The parent individual application. Use this field when a program has multiple individual applications for multiple measures.

This field is a relationship field.
Relationship Name: ParentApplication
Refers To: IndividualApplication

PaymentDate

Type: dateTime
Properties: Create, Filter, Nillable, Sort, Update
Description: The date when the application fee was paid.

RecordTypeId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The record associated to the application.

This is a relationship field.
Relationship Name: RecordType
Relationship Type: Lookup
Refers To: RecordType

RequestedAmount

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: Amount requested in the individual application. This field is available if you enabled Public Sector or Grantmaking in Setup.

Available in API version 57.0 and later.

RequirementsCompleteDate

Type: dateTime
Properties: Create, Filter, Nillable, Sort, Update
Description: The date when the applicant fulfilled all the requirements for approval.

SavedApplicationRefId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Reference Id of the saved application.

This is a relationship field.
Relationship Name: SavedApplicationRef
Relationship Type: Lookup
Refers To: PreliminaryApplicationRef

Status

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The submission and approval status of the application.
Possible values:
- Invited
- In Progress
- Submitted
- Application Accepted
- Revision Requested
- In Review
- Approved
- Denied

SubmittedByContactId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The contact who submitted the individual application.

This field is a relationship field.
Relationship Name: SubmittedByContact
Refers To: Contact

WasReturned

Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Whether a submitted application was sent back to the applicant due to errors.
Default value: false

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.

IndividualApplicationChangeEvent (API Version 55.0): Change events are available for the object.
IndividualApplicationFeed: Feed tracking is available for the object.
IndividualApplicationHistory: History is available for tracked fields of the object.
IndividualApplicationOwnerSharingRule: Sharing rules are available for the object.
IndividualApplicationShare: Sharing is available for the object.