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PartyFinancialAsset

Represents the financial assets owned by an account or a contact. 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

AssetId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The asset owned by the party. This field is a relationship field.
  • Relationship Name: Asset
  • Relationship Type: Lookup
  • Refers To: Asset

DeclarationDateTime

  • Type: dateTime
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The date when the asset is declared.

Description

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

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.

Name

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

OwnerId

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

OwnershipEndDateTime

  • Type: dateTime
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The date and time when the ownership of the asset ends.

OwnershipPercent

  • Type: percent
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The share owned by the party in percentage.

OwnershipStartDateTime

  • Type: dateTime
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The date and time when the ownership of the asset starts.

PartyId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The party that owns the asset. This field is a polymorphic relationship field.
  • Relationship Name: Party
  • Relationship Type: Lookup
  • Refers To: Account, Contact

SourceSystemIdentifier

  • Type: string
  • Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
  • Description:

Status

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Specifies the status of the asset. Possible values are: Active, or Inactive.

Type

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

ValuationAmount

  • Type: currency
  • Properties: Create, Filter, Sort, Update
  • Description: The worth of the asset after valuation.

ValuationDateTime

  • Type: dateTime
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The date and time when the asset valuation was done.

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.