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FinancialAccountTransaction

Represents a single transaction related to a loan or a lease. 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, Sort, Update
  • Description: The transaction amount.

DebitCreditIndicator

  • Type: picklist
  • Properties: Create, Filter, Group, Restricted picklist, Sort, Update
  • Description: Specifies whether the transaction is of type Credit or Debit. Possible values are: Credit, or Debit.

Description

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

FinancialAccountId

  • Type: reference
  • Properties: Create, Filter, Group, Sort
  • Description: The financial account related to the transaction. 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 viewed 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

PostedDate

  • Type: dateTime
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The date when the transaction was posted to the financial account.

SourceSystemIdentifier

  • Type: string
  • Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
  • Description: The identifier of the financial account in an external system.

Status

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Specifies the status of the transaction. Possible values are: Booked, or Pending.

SubType

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Specifies the subtype of the transaction.

TransactionCode

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

TransactionDate

  • Type: dateTime
  • Properties: Create, Filter, Sort, Update
  • Description: The date and time of the transaction.

Type

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Specifies the type of the transaction.

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.