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FinancialAccountBalance

Represents the details about a financial account balance. This object is available in API version 60.0 and later.

Supported Calls

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

Special Access Rules

Automotive and Vehicle and Asset Finance must be enabled.

Fields

Amount

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The balance amount in the financial account.

BalanceAsOfDate

  • Type: dateTime
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Timestamp for when the balance was last retrieved from an external data source.

FinancialAccountId

  • Type: reference
  • Properties: Create, Filter, Group, Sort
  • Description: Financial account related to the balance. This field is a relationship field.
  • Relationship Name: FinancialAccount
  • Relationship Type: Lookup
  • Refers To: FinancialAccount

LastReferencedDate

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

LastViewedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The most recent date when a user iewed this record.

Name

  • Type: string
  • Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
  • Description: The name of the record.

OwnerId

  • Type: reference
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: The owner of this record. This field is a polymorphic relationship field.
  • Relationship Name: Owner
  • Relationship Type: Lookup
  • Refers To: Group, User

SourceSystemIdentifier

  • Type: string
  • Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
  • Description: The unique identifier of this record in an external system.

Type

  • Type: picklist
  • Properties: Create, Filter, Group, Sort, Update
  • Description: Specifies the type of balance in the financial account. Possible values are: Available Credit, Current Posted Balance, Lease Balance, Principal Balance, or Total Balance.

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.