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FinancialAccountMilestone

Represents the events in the lifecycle of a financial account. 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()

Fields

Address

  • Type: address
  • Properties: Filter, Nillable
  • Description: The address associated with the milestone.

City

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The city where the milestone occurred.

Country

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The country where the milestone occurred.

Description

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The description of the milestone.

ExpiredDate

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The expiration date of the milestone.

FinancialAccountId

  • Type: reference
  • Properties: Create, Filter, Group, Sort
  • Description: The ID of the financial account that's associated with the milestone. This field is a relationship field.
  • Relationship Name: FinancialAccount
  • Relationship Type: Master-detail
  • Refers To: FinancialAccount (the master object)

GeocodeAccuracy

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: The level of accuracy of a location’s geographical coordinates compared with its physical address. A geocoding service typically provides this value based on the milestone location’s latitude and longitude coordinates. Possible values are:
  • Address
  • Block
  • City
  • County
  • ExtendedZip—Extended Zip
  • NearAddress—Near Address
  • Neighborhood
  • State
  • Street
  • Unknown
  • Zip

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.

Latitude

  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Used with Longitude to specify the precise geolocation of the milestone location. Acceptable values are numbers between –90 and 90 with up to 15 decimal places.

LocationId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The ID of the location associated with the milestone. This field is a relationship field.
  • Relationship Name: Location
  • Refers To: Location

Longitude

  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Used with Latitude to specify the precise geolocation of the milestone location. Acceptable values are numbers between –180 and 180 with up to 15 decimal places.

MilestoneDate

  • Type: date
  • Properties: Create, Filter, Group, Sort, Update
  • Description: The date on which the milestone occurred.

MilestoneType

  • Type: picklist
  • Properties: Create, Filter, Group, Sort, Update
  • Description: Specifies the type of milestone. Possible values are:
  • Asset Repossessed
  • Beneficiary Added
  • Debt Charged Off
  • Marked Delinquent
  • Payment Deferred
  • Title Transferred

Name

  • Type: string
  • Properties: Create, Filter, Group, idLookup, Sort, Update
  • Description: The name of the milestone.

PostalCode

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The postal code of the location where the milestone occurred.

SourceSystemIdentifier

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The unique identifier of the milestone in the external system.

SourceSystemName

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The external system from where the record was imported.

Stage

  • Type: picklist
  • Properties: Create, Filter, Group, Restricted picklist, Sort, Update
  • Description: Specifies the stage of the milestone. Possible values are: Active, Expired, or Tentative.

StageComment

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The comments about the stage of the milestone. For example, the reason for marking the milestone as tentative.

State

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The state where the milestone occurred.

Street

  • Type: textarea
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The street where the milestone occurred.

UsageType

  • Type: picklist
  • Properties: Create, Filter, Group, Restricted picklist, Sort, Update
  • Description: Specifies the usage type of the financial account milestone. Possible values are:
  • Automotive

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.