Salesforce Docs Portal

FinancialAccountParty

Represents the relationship between an account or a contact and 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()

Special Access Rules

Automotive and Vehicle and Asset Finance must be enabled.

Fields

AccountId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The account related to a financial account. This field is a relationship field.
  • Relationship Name: Account
  • Relationship Type: Lookup
  • Refers To: Account

ContactId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The contact related to a financial account. This field is a relationship field.
  • Relationship Name: Contact
  • Relationship Type: Lookup
  • Refers To: Contact

FinancialAccountId

  • Type: reference
  • Properties: Create, Filter, Group, Sort
  • Description: The financial account related to this record. This field is a relationship field.
  • Relationship Name: FinancialAccount
  • Relationship Type: Lookup
  • Refers To: FinancialAccount

IsRoleActive

  • Type: boolean
  • Properties: Defaulted on create, Filter, Group, Sort
  • Description: Indicates whether the record is active (true) or not (false). The default value is false.

LastReferencedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description:

LastViewedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description:

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

Role

  • Type: picklist
  • Properties: Create, Filter, Group, Sort, Update
  • Description: Specifies the role of the account or contact in relation to a financial account. Possible values are:
  • Beneficiary
  • Co-Owner
  • Driver
  • Guarantor
  • Leasee
  • Owner

RoleEndDate

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The date till when the party is related to a financial account.

RoleStartDate

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The date from when the party is related to a financial account.

SourceSystemIdentifier

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

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.