PartyProfile

Represents information about the profile of a party, such as an account. This object is available in API version 62.0 and later.

Supported Calls

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

Special Access Rules

This object is available if Talent Recruitment Management is enabled in your org. To access the object, you need one of these permission sets.

User Type	Permission Set
Internal Users	Talent Recruitment Management Specialist Access
Salesforce Platform Users	Talent Recruitment Management Hiring Manager Access OR Talent Recruitment Management Employee Access
Customer and Partner Community Users	Talent Recruitment Management Applicant Access

Fields

AccountId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The ID of the account that’s associated with the party profile.

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

BusLicIssAuthorityName

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The name of the business license issuing authority.

BusinessEntityCtryofInc

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Specifies the country where the business entity was formed.

BusinessEntityCtryofRgstr

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Specifies the country where the business entity is registered.

BusinessEntityIncDate

Type: date
Properties: Create, Filter, Group, Sort, Update
Description: The incorporation date of the business entity associated with the party profile.

BusinessEntityIncNumber

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The incorporation number of the business entity associated with the party profile.

BusinessEntityName

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The registered name of the business entity associated with the party profile.

BusinessEntityPreviousNames

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Any previous names of the business entity associated with the party profile.

BusinessEntityRgstrDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The registration date of the business entity associated with the party profile.

BusinessEntityRgstrNumber

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The registration number of the business entity associated with the party profile.

BusinessEntityTradeName

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The trading name of the business entity associated with the party profile.

BusinessEntityType

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Specifies the type of the business entity associated with the party profile.

Picklist values for this field aren’t predefined. Before you create a record, ensure that your Salesforce admin has defined picklist values according to your organization’s requirements.

Citizenship

Type: multipicklist
Properties: Create, Filter, Nillable, Update
Description: The citizenships held by the applicant.

ContactId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The ID of the contact that’s associated with the party profile.

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

CountryOfDomicile

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Specifies the country of domicile in the party profile.

CountryofBirth

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Specifies the country of birth in the party profile.

CreditScore

Type: double
Properties: Create, Filter, Nillable, Sort, Update
Description: The credit score of the party.

CreditScoreProvider

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Specifies the name of the agency that provides the credit score of the party.

EmploymentIndustry

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Specifies the employment industry of the party specified in the profile.

Picklist values for this field aren’t predefined. Before you create a record, ensure that your Salesforce admin has defined picklist values according to your organization’s requirements.

EmploymentType

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Specifies the type of employment held by the party.

Picklist values for this field aren’t predefined. Before you create a record, ensure that your Salesforce admin has defined picklist values according to your organization’s requirements.

EndDate

Type: dateTime
Properties: Create, Filter, Nillable, Sort, Update
Description: The date when the party profile record is no longer effective.

Ethnicity

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Specifies the ethnicity of the applicant.

Available in API version 66.0 and later.

FirstName

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The first name of the party in the profile.

FullName

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The full name of the party in the profile.

FundSource

Type: multipicklist
Properties: Create, Filter, Nillable, Update

Picklist values for this field aren’t predefined. Before you create a record, ensure that your Salesforce admin has defined picklist values according to your organization’s requirements.

Gender

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Specifies the gender of the party in the profile.

Picklist values for this field aren’t predefined. Before you create a record, ensure that your Salesforce admin has defined picklist values according to your organization’s requirements.

HouseholdAccountId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The ID of the household account that’s associated with the party profile.

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

Industry

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Represents the industry in which a business entity operates.

IndustryClassificationCode

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The unique code associated with the industry in which a business entity operates.

IsBusEntyListonStockExch

Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Specifies whether the business entity is listed on a stock exchange (true) or not (false).
Default value: false

IsNetWorthHigh

Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Indicates whether the customer has a high net worth (true) or not (false).
Default value: false

IsOffBoarded

Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Indicates whether the party profile was off-boarded (true) or not (false).
Default value: false

LastName

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The last name of the party in the profile.

LastProfileReviewDate

Type: dateTime
Properties: Create, Filter, Nillable, Sort, Update
Description: The date when the party profile was last reviewed.

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.

LeadId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The lead that’s associated with the party profile.

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

LegalEntityIdentifier

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The unique identifier of the business entity used in all financial transactions.

MiddleName

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The middle name of the party in the profile.

Name

Type: string
Properties: Create, Filter, Group, idLookup, Sort, Update
Description: The name of the party profile record.

Nationality

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The nationalities held by the party profile.

NextProfileReviewDate

Type: dateTime
Properties: Create, Filter, Nillable, Sort, Update
Description: The date of the next party profile review.

OffBoardingComments

Type: textarea
Properties: Create, Filter, Nillable, Sort, Update
Description: The date of the next party profile review.

OffBoardingReason

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The reason the party profile was off-boarded.

OwnerId

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

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

PreferredCommunicationMethod

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Specifies the preferred communication method for the applicant.

Available in API version 66.0 and later.

Prefix

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The prefix used by the party.

PrimaryEmail

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The primary email address of the party that’s specified in the profile.

PrimaryIdentificationName

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The name of the primary identification document specified in the profile.

PrimaryIdentifier

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The unique identifier for the party.

PrimaryIdentifierType

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Specifies the type of primary identification document defined in the profile.

Picklist values for this field aren’t predefined. Before you create a record, ensure that your Salesforce admin has defined picklist values according to your organization’s requirements.

PrimaryPhone

Type: phone
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The primary phone number of the party that’s specified in the profile.

Race

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Specifies the race of the applicant.

RelatedPartyProfileId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The ID of the party profile record associated with this record.

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

ResidentType

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Specifies the type of party residency in the profile.

ReviewDecision

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Specifies the decision taken after the party profile review is complete.

Picklist values for this field aren’t predefined. Before you create a record, ensure that your Salesforce admin has defined picklist values according to your organization’s requirements.

Stage

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The current stage of the party profile.

Picklist values for this field aren’t predefined. Before you create a record, ensure that your Salesforce admin has defined picklist values according to your organization’s requirements.

StartDate

Type: dateTime
Properties: Create, Filter, Nillable, Sort, Update
Description: The date when the party profile record becomes effective.

StockExchangeName

Type: multipicklist
Properties: Create, Filter, Nillable, Update
Description: Specifies the name of the stock exchange where the business entity is listed.

Picklist values for this field aren’t predefined. Before you create a record, ensure that your Salesforce admin has defined picklist values according to your organization’s requirements.

Suffix

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The suffix used by the party.

SurnameAtBirth

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The party surname at birth specified in the profile.

TaxpayerIdentificationNumber

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The taxpayer identifier that’s used for tax purposes.

TaxpayerIdentificationType

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The type of taxpayer identification used for tax purposes.

Picklist values for this field aren’t predefined. Before you create a record, ensure that your Salesforce admin has defined picklist values according to your organization’s requirements.

Type

Type: picklist
Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: Specifies the type of the party profile associated with the applicant.
Possible values:
- Business
- Individual

RetirementFundAccountNumber

Type: picklist
Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: The retirement fund account number of the party profile

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.

PartyProfileChangeEvent: Change events are available for the object.
PartyProfileFeed: Feed tracking is available for the object.
PartyProfileHistory: History is available for tracked fields of the object.
PartyProfileOwnerSharingRule: Sharing rules are available for the object.
PartyProfileShare: Sharing is available for the object.