Get Assessment Response Summary: Get Assessment Response Summary makes it easy to use a flow to trigger server-side document generation using Document Generation.
Publish Actionable Orchestration Source Event Action: Publish an actionable orchestration source event by using the payload current value and API name of the source object from a data object data change event.
IntegrationHandler Class: Use the callable IntegrationHandler class to fetch financial transaction data.
DisputeMgmtHelper Class: Use the callable DisputeMgmtHelper class to provide data helper functions for use in the Transaction Dispute Management OmniScript, such as raising a dispute request or creating a dispute merchant alert.
FSCCashFlowUtil Class: Use the callable FSCCashFlowUtil class to manage and validate data for party income and expense entities by passing in the action and the corresponding arguments. This class provides utility methods used in FSCCashFlow Flexcard and its child Flexcards.
AssessmentHelperFunction Class: Use the callable AssessmentHelperFunction class to provide helper functions for assessment data to use in complaint management.
ComplaintMgmtHelper Class: Use the callable ComplaintMgmtHelper class to provide data helper functions for use in the Complaint Management OmniScript.
FSCFinancialAccountService Class: Use the callable FSCFinancialAccountService class to return true if the FinancialAccountMgmtPref permission is enabled in the org.
FSCGoalService Class: Use the callable FSCGoalService class to return either picklist values of a Financial Goal object or true if the user has Create, Edit, or Delete access to the FinancialGoal object.
FSCHouseholdService Class: Use the callable FSCHouseholdService class to accept a Person Account ID corresponding to a member of a Household and return the other Household members.
FSCPlanService Class: Use the callable FSCPlanService class to return picklist values of a Financial Plan object.
FSCPlansAndGoalsUtil Class: The FSCPlansAndGoalsUtil class provides utilities to the other Apex classes in the fschousehold namespace.
RetrievalSummaryDataRefresh Class: Use the callable RetrievalSummaryDataRefresh wrapper class to refresh retrieval summary definition associated rollups.
AddressUpdateHelperFunctions Class: The callable AddressUpdateHelperFunctions class provides data conversion functions for use in the Change Address OmniScript.
FeeReversalHelperFunctions Class: The callable FeeReversalHelperFunctions class provides data conversion functions for use in the Fee Reversal OmniScript. This class accepts a list of transactions from the related Fee Reversal Case Object and the corresponding Fee Reversal amounts as inputs and calls the Fee Reversal Mule API endpoint.
RecordAlertsWrapper Class: Use the callable RecordAlertsWrapper class to fetch Record Alert data. For Financial Services Cloud, you can group the results by Financial Account and Record Alert Category.
CDPQuery Class: Use the callable CDPQuery class to provide data helper functions for use in the Cash Flow FlexCard.
FSCPersonalizedFinanceUtil Class: Use the callable FSCPersonalizedFinanceUtil class to provide data helper functions for income and expense data in the Cash Flow FlexCard.
ConnectApi Namespace: The ConnectApi namespace (also called Connect in Apex) provides classes for accessing the same data available in Connect REST API. Use Connect in Apex to create custom experiences in Salesforce.
call(action, args): This method calls one of the available IntegrationHandler actions and passes arguments to that action.
executeCallout(requestId, payload, devName): Calls the provider class defiled in the Integration Definition record referenced by the devName parameter. The Industries: SendApex Async Request invocable action calls this method.
executeLightningCallback(labels, state): Calls back the method that is called automatically after the Continuation from getLightningContinuation is executed. Internally calls the callback method of the provider.
executeOmniCallback(input, output, options): Calls back the method that is called automatically after the Continuation from getOmniContinuation is executed. Internally calls the callback method of the provider.
call(action, args): This method calls one of the available DisputeMgmtHelper actions and passes arguments to that action.
getDisputeItems(caseId): Returns disputed transactions related to the specified Case ID. Called by the createDisputeItemMerchAlert, getAlertStatusDetails, getDisputeBatchDetails actions of the call method.
GetPartyExpenseStatusLabel: Returns the picklist values for the party expense status field on the party expense entity.
CalculateIncomeExpenseSummary: Calculates the monthly income, total income, average monthly income, monthly expense, total expense, average monthly expense from a list of income and expenses provided.
CheckCrudOnExpense: Checks create, update and delete access on partyExpense entity.
CheckCrudOnIncome: Checks create, update and delete access on partyIncome entity.
CheckReadAccess: Checks for read access on the partyIncome and partyExpense entities.
GetDurationDateRange: Returns the start and end date given a duration.For example, if you input the number 3 on the date 10/29/2024, it will return a start date of 7/1/2024 and an end date of 10/1/2024.
GetPartyExpenseFrequencyLabel: Returns the picklist values for the party expense frequency field on the party expense entity.
GetPartyExpenseTypeLabel: Returns the picklist values for the party expense type field on the party expense entity.
GetPartyIncomeFrequencyLabel: Returns the picklist values for the party income frequency field on the party income entity.
GetPartyIncomeStatusLabel: Returns the picklist values for the party income status field on the party income entity.
GetPartyIncomeTypeLabel: Returns the picklist values for the party income type field on the party income entity.
HandleUpsertError: Helper method that constructs the error response for upsert of a partyIncome or partyExpense record.
disputemanagement Namespace: The disputemanagement namespace classes provide services for Integration Procedures that the Transaction Dispute Management OmniScript calls.
fsccashflow Namespace: The fsccashflow namespace provides classes used in the FSCCashFlow Flexcards and its child Flexcards.
fsccomplaintmanagement Namespace: The fsccomplaintmanagement namespace classes provide data helper functions for use in complaint management.
fschousehold Namespace: The fschousehold namespace provides classes used in the Financial Goals and Plans FlexCards.
fscserviceprocesses Namespace: The fscserviceprocesses namespace provides classes used in Service Process OmniScripts.
fscwmgen Namespace: The fscwmgen namespace provides an interface used for Record Alerts.
Actionable List Definition Update Input: The request payload used to partially update an actionable list definition. Include only the fields that you want to update. Omitted fields remain unchanged.
Financial Goal Query Input: Query input for financial goals and goal members based on a parent record ID. The parent can be a Person Account or Household.
Flexible Hierarchy Rule-Based Creation Input: Input representation to create or update flexible hierarchies in bulk asynchronously by applying relationship graph definition rules.
Generic Object Wrapper: Input representation of additional details of the case, case participant, or complaint.
Intake Success Screen Management Input: Input representation of the success-screen configuration for a referral intake form, including the default message and any conditional message rules.
Intake Welcome Management Input: Input representation of the welcome-screen configuration that's shown before the first step of a referral intake form, including consent items, welcome content, and prefilled fields.
Asset Input: Represents details about the borrower's and co-borrower's current personal and real property.
Financial Input: Input details for the financial transaction.
Mortgage Input: Represents the input for mortgage POST or PATCH method.
Liability Input: Details about the borrower and co-borrower current liabilities.
Property Input: Represents details of the property the loan application finances.
Title Holder Input: Represents details of borrowers who are applying to hold title to the property the loan application finances.
Referral Input: Input representation of the details to create or update a referral through context service at runtime.
Referral Form Configuration Step Section Input: Input representation of a section within a step of a referral form configuration record, including the section's fields, layout order, and optional visibility criteria.
Referral Form Configuration Input: Input representation of the details to create or update a referral form configuration record, including the top-level definition, the ordered list of steps, and the welcome and success-screen configuration.
Referral Form Configuration Management Input: Input representation of the top-level details for the referral form configuration record that you want to create or update, such as its display name, developer name, base entity, and activation status.
Referral Form Configuration Step Input: Input representation of a single step within a referral form configuration record, including its layout order, optional visibility criteria, and list of sections.
Referral Form Definition Status Update Input: Input representation used to activate or deactivate a referral form configuration definition without modifying its steps, sections, fields, or other configuration details.
Root Record Input: Input representation of a root record to build a hierarchy for.
Step Section Condition Management Input: Input representation of a single visibility condition for a step section in a referral form configuration record. Each condition compares a field's value against a supplied value using a specified operator.
Step Section Visibility Condition Input: Input representation of the visibility criteria for a step or step section in a referral form configuration record, including the list of trigger conditions and the logical expression that combines them.
Actionable List Definition Column Values (GET): Get distinct values for a type-ahead-enabled source column on an actionable list definition. Use the values to render a multi-select picklist in the filter panel.
Actionable List Definition (PATCH): Partially update an existing actionable list definition. Only the fields in the request body are updated. Omitted fields are unchanged. Array fields represent the desired state.
Actionable List Definition Records (POST): Get records and column metadata for an actionable list definition. Use filters, sorting, and pagination to refine the results.
Actionable List Definitions (GET): Get actionable list definitions. You can filter by ID, source type, or search term and page through the results.
Actionable List Definitions (POST): Create an actionable list definition, including source details, display fields, and member statuses.
Actionable Lists (POST): Create or update an actionable list and its members. If you specify an ID, the API updates the list. If you omit the ID, the API creates a list.
Household Account Snapshot (GET): Get profile information for a household account, including the account type and the primary member and account field details.
Financial Goals Query: Query financial goals, goal members, and goal funding using the parent Person Account, Household, or Party Relationship Group record.
Financial Goals: Create financial goals, goal members, and goal funding.
Flexible Hierarchy Apply Rules (POST): Create new flexible hierarchies or update existing hierarchies asynchronously by applying the rules defined in a relationship graph definition. Use the operationMode parameter to create hierarchies for matching root records or to re-apply the rules so that existing hierarchies stay in sync with the source data. This API runs asynchronously and returns an ID to track the request.
Flexible Hierarchy Bulk Validation (POST): Validate multiple flexible hierarchies asynchronously by providing a list of IDs, applying filter criteria, or selecting all draft hierarchies.
Flexible Hierarchy Check Synchronization (POST): Evaluate whether one or more rule-based flexible hierarchies are synchronized with their source data. This API runs asynchronously and returns a request ID that you can use to track the evaluation through the job run and job run item resources.
Flexible Hierarchy Job Run Items (GET): Get a paginated list of job run items that are associated with a job run. Use this API to review which root records succeeded or failed and to inspect error messages for failures.
Flexible Hierarchy Records (GET): Search the org for records of a specified object type whose name matches your search text, scoped to the configuration of a relationship graph definition. Use this API to find any record that you can add as a node to a flexible hierarchy. Unlike the node search, this API searches all records of the specified object and works in orgs that have probabilistic encryption enabled on the name field.
Flexible Hierarchy Root Records (GET): Get the records that match the root filter defined in a relationship graph definition. Use this API to preview the records that are eligible for rule-based hierarchy creation before starting a hierarchy generation job.
Flexible Hierarchy Snapshot by Version (GET): Get a single snapshot version of a flexible hierarchy, including its captured nodes and relationships. Use this API to load the full tree for a specific version selected from the snapshot history.
Flexible Hierarchy Snapshot Search (GET): Search the nodes in a specific flexible hierarchy snapshot version to find the nodes by display name, optionally filtered by object type.
Flexible Hierarchy Snapshots (GET): Get a paginated list of snapshots for a specific flexible hierarchy. Each snapshot represents the hierarchy's structure as it existed when it was captured, and includes metadata such as the captured date, version number, and node count.
Mortgage Application: Use a single API call to get and update mortgage application information like borrowers, declarations, incomes, addresses, financial transactions, liabilities, assets, properties, and title holders. You can use both the loanApplicationId and the externalID of an external system to get a mortgage application.
Referrals (PUT): Create a referral record or update an existing referral record. This API submits the referral through the context service, saves the changes, and returns the IDs of the created or updated records in the response.
Referral Assignment Rule (DELETE): Delete a draft or inactive assignment rule and its related rule configuration. Before deleting an active assignment rule, you must deactivate it.
Referral Assignment Rule (GET): Get the details of a single referral assignment rule by its API name, including status, sort order, conditions, and assignee.
Referral Assignment Rule (PATCH): Update a draft or inactive assignment rule, including its name, description, conditions, condition requirement, and assignee. Include the complete rule definition in the request body. This API replaces the entire schema of an assignment rule definition. Before updating an active rule, deactivate it.
Referral Assignment Rule Status (PATCH): Activate or deactivate a referral assignment rule. Active rules are used to automatically assign referrals to the right user or queue. Inactive rules are saved but not used.
Referral Assignment Rules Reorder (PATCH): Update the evaluation order of referral assignment rules. Lower sort order values are evaluated first. Rules that aren’t included in the request keep their current order.
Referral Assignment Rules (POST): Create a draft referral assignment rule with conditions and an assignee. The rule isn’t active until you activate it separately.
Referral Form Configurations (GET, PUT): Create or update a referral form configuration record along with its steps, sections, fields, welcome screen, and success screen. Get a paginated list of referral form configuration records.
Referral Form Configuration Definitions (DELETE, GET, PATCH): Retrieve, activate, deactivate, or delete a referral form configuration definition and its related configurations by the definition ID. This API updates only the definition's activation status and doesn't modify its steps, sections, fields, or other configuration settings.
Retrieval Summary: Get the data of a retrieval summary definition by using the root record ID and the retrieval summary defTinition ID.
Actionable List Column Values: The response representation of distinct values for a source column on an actionable list definition.
Actionable List Definitions Records: The response representation of an actionable list definition along with the associated records, column metadata, and pagination details.
Actionable Lists Upsert: The response representation of the actionable list that’s created or updated.
Borrower Output: Represents details of the borrower or co-borrower for the loan application.
Borrower Result: Borrower result of the POST or PATCH request.
Household Account Snapshot Response: Output representation of the profile information for an account, including the account type and the requested primary member and account field details.
Client Snapshot Field: Output representation of a single resolved field on the household snapshot, including its API name, data type, label, and value.
Flexible Hierarchy Check Sync Response: Status of an asynchronous request to evaluate whether rule-based flexible hierarchies are synchronized with their source data.
Flexible Hierarchy Job Run Response: Details of a single flexible hierarchy rule-based creation job run, including status, record counts, and the user who started the run.
Flexible Hierarchy Job Runs Response: Output representation of a paginated list of flexible hierarchy rule-based creation job runs that match the request filters.
Flexible Hierarchy Job Run Item Response: Details of a single flexible hierarchy job run item, including processing status, the parent job run, and the related hierarchy and root record.
Flexible Hierarchy Job Run Item Details: Details of a job run item in a paginated list, including processing status, the related hierarchy, and the root record that the item processed.
Flexible Hierarchy Job Run Details: Details of a flexible hierarchy rule-based creation job run as an item in a paginated list, including status, record counts, and the user who started the run.
Flexible Hierarchy Record Search Response: Output representation of the org records that match the record search criteria for a relationship graph definition, along with the status of the request.
Flexible Hierarchy Record Search Record Details: Output representation of a single org record that matches the record search criteria and that you can add as a node to a flexible hierarchy.
Flexible Hierarchy Root Records Response: Output representation of the root records that match the root filter defined on a relationship graph definition, grouped by whether each record already has a hierarchy or not.
Flexible Hierarchy Rule-Based Creation Response: Output representation of the status of an asynchronous request to create or update flexible hierarchies by applying relationship graph definition rules.
Flexible Hierarchy Search: Output representation of the snapshot nodes whose captured display name matches the search text, along with the status of the request.
Flexible Hierarchy Search Node: Output representation of one snapshot node returned by a flexible hierarchy snapshot search.
Flexible Hierarchy Search Reference Record: Output representation of the reference record captured on a snapshot node that matches a flexible hierarchy snapshot search.
Flexible Hierarchy Snapshot Response: Output representation of the captured structure of a flexible hierarchy snapshot, lazily loaded one context node at a time.
Flexible Hierarchy Snapshot Node Details: Output representation of the captured node in a flexible hierarchy snapshot, including frozen field values and rollup metrics.
Flexible Hierarchy Snapshot Details: Summary of a flexible hierarchy snapshot, including the version number, captured date, node count, and why the snapshot was created.
Referral Form Configuration Definition Step: Output representation of a single step within a referral form configuration definition, including the information required to render and process that step at runtime.
Referral Assignment Rule List: The response representation containing all referral assignment rules sorted by sequence number.
Referral Assignment Rules Metadata: The response representation containing fields and supported operators for building referral assignment rule conditions.
Referral Assignment Rules Order: The response representation returned after updating the evaluation order of referral assignment rules.
Referral Response: Output representation of the details after a referral is created or updated through Context Service.
Referral Form Configuration Branding: Output representation of the branding configuration applied to a referral form, including color palette, imagery, and footer text.
Referral Form Configuration Definition: Output representation of the top-level details for a referral form configuration definition, including display metadata, activation state, and links to design-time artifacts such as the associated Context Definition and OmniScript or FlexCard.
Referral Form Configuration Definition Detail: Output representation of the complete referral form configuration definition, with the top-level definition record and its steps, sections, fields, visibility criteria, welcome screen, and success screen.
Referral Form Configuration Step Section: Output representation of a section within a step of a referral form configuration definition, including the section's fields, layout order, and optional visibility criteria.
Referral Form Configuration Step Section Field: Output representation of a single field rendered within a step section of a referral form configuration, including display metadata, default value, and runtime behavior.
Referral Form Configuration Success Message: Output representation of the default success-screen message that's shown after a referral is submitted when no message rule matches.
Referral Form Configuration Success Message Rule: Output representation of a single success-screen message rule, including the criteria that must match at runtime and the message shown when it does.
Referral Form Configuration Success Screen: Output representation of the success-screen configuration for a referral form, including the default message and any conditional message rules.
Referral Form Configuration Welcome: Output representation of the welcome-screen configuration for a referral form, including consent items, welcome content, and any prefilled fields.
Referral Form Configuration: Output representation of a single referral form configuration record, including its display name, developer name, activation status, and audit fields.
Referral Form Configuration List: Output representation of a paginated list of referral form configuration records that match the request filters, along with metadata and the overall API response status.
Referral Form Configuration Response: Output representation of the details after a referral form configuration record is created or updated. The response includes the ID of the saved record, the HTTP status, and a human-readable status message.
Referral Form Definition Status Update: Output representation returned after a referral form configuration definition is activated or deactivated. The API response includes the definition ID, its new active state, the HTTP status, and the overall success flag.
Referral Form Configuration Definition Delete: Output representation of the details after a referral form configuration definition is deleted. The API response includes the deleted definition ID, the HTTP status, a message, and the overall success flag.
Step Section Condition: Output representation of a single condition that governs the visibility of a step or section within a referral form configuration.
Step Section Visibility Criteria: Output representation of the visibility criteria for a step or a section within a step, including the list of trigger conditions and the logical expression that combines them.
Discovery Framework Tooling API Objects: Tooling API exposes metadata used in developer tooling that you can access through REST or SOAP. Tooling API’s SOQL capabilities for many metadata types allow you to retrieve smaller pieces of metadata. For more information about Tooling API objects and to find a complete reference of all the supported objects, see Introducing Tooling API.
Dispute Management Methods: These are IDisputeManagementConnectFamily methods for Financial Services Cloud.
Data Processing Engine and Monitor Workflow Services: Data Processing Engine helps you transform data that's available in your Salesforce org and write back the transformation results as new or updated records. You can transform the data for standard and custom objects using Data Processing Engine definitions. After you activate a Data Processing Engine definition, you can run it. Each run can be tracked using Monitor Workflow Services.
AccountRelationhipShareRule: Represents the rule that determines which object records are shared, how they are shared, the account relationship type that shares the records, and the level of access granted to the records.
Actionable Lists: Use these resources to create, get, and update actionable list definitions, get definition records, create or update actionable lists, and get distinct source-column values for picklist filtering.
Create Financial Records Actions: Creates person accounts, contacts, financial accounts, properties, assets, and liabilities from a residential loan application.
Create Integration Plan: Creates an integration plan record based on an object by using Expression Sets to make decisions and Dynamic Fulfillment Orchestration to create related object records.
Run Integration Plan: Triggers an integration plan using Dynamic Fulfillment Orchestration, which ensures each callout happens at the right time by queuing it alongside its dependent steps.
Financial Services Cloud Apex Reference: This Apex reference goes into detail about the built-in Apex ConnectApi classes and interfaces for Financial Services Cloud.
Financial Services Cloud Developer Guide: Use the fields, objects, and metadata that extend Salesforce for Financial Services Cloud. Apex trigger information is also provided.
API End-of-Life Policy: Salesforce is committed to supporting each API version for a minimum of three years from the date of first release. In order to mature and improve the quality and performance of the API, versions that are more than three years old sometimes are no longer supported.
GroupRecordTypeMapper: Maps a new custom Group record type to the standard Group record type from Financial Services Cloud.
IndividualRecordTypeMapper: Maps a new custom Individual record type to the standard Individual record type from Financial Services Cloud.
MeetingPlaybookDefinition: Represents a meeting playbook definition that organizes stages, capabilities, and permission-set mappings for guided meeting workflows.
ReferralRecordTypeMapper: Maps a new custom record type on the Lead object, used to represent a new type of referral, to the standard Referral record type from Financial Services Cloud.
FinServ Account Custom Fields: Represents information about an individual that pertains to their dealings with your firm, such as their review frequency or service tier. Custom fields extend the standard Account object for use in Financial Services Cloud.
FinServ Contact Custom Fields: Represents information about an individual that pertains to their personhood, irrespective of their relationship with your firm, such as their birthdate or tax ID number. Custom fields extend the Contact object for use in Financial Services Cloud.
Event Custom Fields: Represents an event associated with a client. Custom fields extend the standard Event object for use in Financial Services Cloud.
FinServ Lead Custom Fields: Represents a lead associated with an individual. Custom fields extend the Lead object for use in Financial Services Cloud.
FinServ Opportunity Custom Fields: Represents an opportunity associated with an individual. Custom fields extend the Opportunity object for use in Financial Services Cloud.
FinServ SvcCatalogRequest Custom Fields: Represents a request made by a user using the Service Catalog. The CaseId custom field extends the SvcCatalogRequest object for use in Financial Services Cloud.
FinServ Task Custom Fields: Represents a task associated with a client. Custom fields extend the standard Task object for use in Financial Services Cloud.
FinServ User Custom Fields: Represents a user in your organization. Custom fields extend the standard User object for use in Financial Services Cloud.
Financial Services Cloud Business APIs: Financial Services Cloud Business APIs are RESTful APIs that are sometimes available as Apex classes and methods.
Request Bodies: Here’s a list of Financial Services Cloud Business API request bodies.
Resources: Here’s a list of Financial Services Cloud Business API resources.
Response Bodies: Here’s a list of Financial Services Cloud Business API response bodies.
REST Reference: You can access Financial Services Cloud Business APIs using REST endpoints. These REST APIs follow similar conventions as Connect REST APIs.
Client Detail: Use the Client Detail resource to get a complete view of every client and household when they open an account record.
Flexible Hierarchies: Use the Flexible Hierarchy APIs to get the root records that match a relationship graph definition, create or update hierarchies by applying rules, monitor rule-based generation jobs, check whether hierarchies are in sync, get hierarchy snapshots, and validate multiple hierarchies asynchronously.
Intelligent Referral Management: Use the API resources available with Intelligent Referral Management to create and manage referral intake forms and configure referral assignment rules to speed up referral submissions.
Icon: Represents the mapping of custom icons to objects.
Flow for Financial Services Cloud: Represents the metadata associated with a flow. With Flow, you can create an application that navigates users through a series of screens to query and update records in the database. You can also execute logic and provide branching capability based on user input to build dynamic applications.
Referral Assignment Rules: Use these resources to create, retrieve, update, delete, activate, deactivate, and reorder referral assignment rules, and to get metadata for building rule conditions. Referral assignment rules automatically assign referrals to a user or queue when the referral matches the rule conditions.
AccountAccountRelation: Represents a relationship between two accounts, such as between a household and a business account. This object is available in API version 61.0 and later.
AccountPlanObjectiveCategory: Represents an objective category that's used to group the account plan objectives to streamline tracking and analysis for management. This object is available in API version 62.0 and later.
FinancialAccount: Represents information about different financial accounts, such as investment accounts, bank accounts, and credit cards. This object is available in API version 61.0 and later.
FinancialAccountAddress: Represents information about each address related to a financial account, such as communication address, billing address, and statement address. This object is available in API version 61.0 and later.
FinancialAccountBalance: Represents information about different balances of a financial account. This object is available in API version 61.0 and later.
FinancialAccountFee: Represents information about the fee that's applicable on the financial account to service various requests, such as a request for stop payment, duplicate card, and more. This object is available in API version 61.0 and later.
FinancialAccountParty: Represents the role played by a person or organization involved with a financial account, such as a beneficiary, owner, and a trustee. This object is available in API version 61.0 and later.
FinancialAccountStatement: Represents information about a financial account statement. This object is available in API version 61.0 and later.
FinancialAccountTransaction: Represents information about the transactions associated with a financial account. This object is available in API version 61.0 and later.
FinancialSecurity: Represents information about a financial security instrument, such as stocks and bonds. This object is available in API version 61.0 and later.
FinclAcctPtyFinclAsset: Represents information about a party asset associated with a financial account. This object is available in API version 61.0 and later.
IssuedCard: Represents information about the card issued to a customer, such as debit card, credit card, prepaid card, gift card, and any other card type. This object is available in API version 61.0 and later.
PartyFinancialLiability: Represents information about a financial liability held by a party. This object is available in API version 61.0 and later.
PartyFinclAssetAddlOwner: Represents information about the additional owner of an asset. This object is available in API version 61.0 and later.
PartyFinclLiabAddlBrwr: Represents information about an additional party associated with a financial liability. This object is available in API version 61.0 and later.
Referral: Represents the information on referrals in an organization. This object is available in API version 66.0 and later.
Financial Services Cloud Tooling API Objects: Tooling API exposes metadata used in developer tooling that you can access through REST or SOAP. Tooling API’s SOQL capabilities for many metadata types allow you to retrieve smaller pieces of metadata.
OmniScript: Represents an OmniScript for the Discovery Framework, which guides users through sales, service, and other business processes. For Discovery Framework, the customization type is discoveryframework.
Public Complaint Methods: These are createComplaint(complaintMgmtRequestData) methods for Financial Services Cloud.
Input Classes: These are Apex input classes in Financial Services Cloud.
RecordAlert Methods: These are RecordAlert methods for Financial Services Cloud.
Output Classes: These are Apex output classes in Financial Services Cloud.
StandardObjectNameChangeEvent: A ChangeEvent object is available for each object that supports Change Data Capture. You can subscribe to a stream of change events using Change Data Capture to receive data tied to record changes in Salesforce. Changes include record creation, updates to an existing record, deletion of a record, and undeletion of a record. A change event isn’t a Salesforce object—it doesn’t support CRUD operations or queries. It’s included in the object reference so you can discover which Salesforce objects support change events.
StandardObjectNameFeed: StandardObjectNameFeed is the model for all feed objects associated with standard objects. These objects represent the posts and feed-tracked changes of a standard object.
StandardObjectNameHistory: StandardObjectNameHistory is the model for all history objects associated with standard objects. These objects represent the history of changes to the values in the fields of a standard object.
StandardObjectNameOwnerSharingRule: StandardObjectNameOwnerSharingRule is the model for all owner sharing rule objects associated with standard objects. These objects represent a rule for sharing a standard object with users other than the owner.
StandardObjectNameShare: StandardObjectNameShare is the model for all share objects associated with standard objects. These objects represent a sharing entry on the standard object.
FinServ_AccountAccountRelation__c: Represents a relationship between two accounts, such as between a household and a business account.
FinServ AccountContactRelation Custom Fields: Represents the relationship between an individual (specifically the contact part of the individual) and the household (account) that the individual is a member of. AccountContactRelation is a standard object that is available through the Shared Contacts feature. Custom fields extend the AccountContactRelation standard object for use in Financial Services Cloud.
AccountFinancialSummary: Represents the summary of financial details associated with an account. This object is available in API version 62.0 and later.
AccountParticipant: Represents information about a participant in the context of an account record. This object is available in API version 49.0 and later.
FinServ_Alert__c: Represents notifications to alert advisors about their client accounts.
AppFormProdtPrpsAttribute: Represents the attributes and values of an Application Form Product Proposal record. This object is available in API version 62.0 and later. Available with Digital Lending permission set.
AppFormProductCollateral: Represents a physical or financial asset that is pledged as collateral for an application form product. This object is available in API version 65.0 and later. Available with Digital Lending permission set.
AppFormProductParticipant: Represents information about the application form product participant. This object is available in API version 61.0 and later.
Applicant: Represents information about the individual or group that are applying. This object is available in API version 59.0 and later.
ApplicantApplicantRelation: Represents the relationship between applicants, where an applicant can be either a business entity or an individual. This object is available in API version 61.0 and later.
ApplicationActionItem: Stores the action items assigned to a user on an application. This object is available in API version 61.0 and later. Available with Digital Lending permission set.
ApplicationForm: Represents the high-level information of an application that's submitted for the product. This object is available in API version 59.0 and later.
ApplicationFormEvaluation: Represents the details of the evaluation performed for an application form. For example, the details of the evaluation of a loan application form by an underwriter. This object is available in API version 61.0 and later. Available with Digital Lending permission set.
ApplicationFormParticipant: Represents information about the application form participant. This object is available in API version 61.0 and later.
ApplicationFormProduct: Represents a junction between the application and the product requested by an applicant. This object is available in API version 59.0 and later.
ApplicationFormProductDev: Represents a junction between an application form product and a deviation. This object is available in API version 61.0 and later. Available with Digital Lending permission set.
ApplicationFormProductFee: Represents the fees associated with an application form. This object is available in API version 61.0 and later. Available with Digital Lending permission set.
ApplicationFormProductProposal: Represents the proposal presented by the financial institution to the applicant with details of interest rate, monthly payment, validity dates, and total interest. This object is available in API version 61.0 and later. Available with Digital Lending permission set.
ApplicationFormSellerItem: Represents a junction between an application form and a seller product. This object is available in API version 61.0 and later. Available with Digital Lending permission set.
ApplicationFormTerm: Represents the terms associated with an application form for a loan or a lease. This object is available in API version 62.0 and later. Available with Digital Lending permission set.
Appraisal: Represents the appraisal for one or more items. This object is available in API version 63.0 and later.
AppraisalAdjustment: Represents an adjustment for the appraisal or an appraisal item. This object is available in API version 63.0 and later.
AppraisalItem: Represents an item that is appraised, such as a vehicle or an asset. This object is available in API version 63.0 and later.
AppraisalItemProviderVal: Represents a valuation of the item that is appraised. This object is available in API version 63.0 and later.
FinServ_AssetsAndLiabilities__c: Represents assets or liabilities that are not represented in a client's financial accounts, such as real estate or collectibles.
AuthFormRequestRecord: Junction between an Authorization Request and the Salesforce record that is being authorized. For example. the actual financial Salesforce records shared with third parties or any Salesforce record being shared as a result of the consent request. This object is available in API version 52.0 and later.
FinServ AuthorizationForm Custom Fields: Represents the specific version and effective dates of a form that is associated with consent, such as a privacy policy or terms and conditions. This object is available in API version 53.0 and later.
AuthorizedInsuranceLine: Represents the insurance lines that an insurance company is authorized to sell. This object is available in API version 48.0 and later.
Award: Represents a person's or organization's professional awards.
Banker: Represents a business unit member who is assigned the banker role for a branch unit. This object is available in API version 51.0 and later.
BranchUnit: Represents details about a branch of an organization. This object is available in API version 51.0 and later.
BranchUnitBusinessMember: Represents a user or contact who can perform a specific role for a branch. This object is available in API version 51.0 and later.
BranchUnitCustomer: Represents a customer account that is assigned to or attributed to a branch unit. This object is available in API version 5`.0 and later.
BranchUnitRelatedRecord: Represents a record such as a case or account that is associated with or attributed to a branch unit. This object is available in API version 51.0 and later.
BrokerOfRecord: Represents a legal authority for the brokerage to act on behalf of their clients with insurance carriers. This object is available in API version 61 and later.
BusinessLicense: Represents the licenses of a party role like healthcare provider or producer.
BusinessMilestone: Represents the milestones of a business, such as acquisition, market listing, and expansion. This object is available in API version 47.0 and later.
BusinessProfile: Represents the insurance-related attributes for the insured business. This object is available in API version 47.0 and later.
FinServ_Card__c: Represents credit or debit card associated with this financial account.
CaseGatewayRequest: Holds the JSON output from the Financial Services Cloud flows and serves as an endpoint for integration with backend systems. It records the data interchange between the integrated systems.
FinServ_ChargesAndFees__c: Represents agreed-to fees and charges for servicing an individual’s financial account.
Claim: Represents the types of claims, such as life, auto, or home.
ClaimAttribute: Represents attributes for a claim. This object is available in API version 65.0 and later.
Claim Case: A junction object that associates the Claim object with the Case object. You see this object only if you have enabled the Use Many-to-Many Relationships org pref.
ClaimCoverage: Represents the insurance policy coverage for a claim. This object stores the information about financial activities related to the claim, including payouts and reserves. This object is available in API version 51.0 and later.
ClaimCoveragePaymentDetail: Represents the claim coverage amount that must be paid to a recipient for a loss or an expense payment. This object is available in API version 52.0 and later.
ClaimCoverageProdtProcDef: Represents the definition for custom configurations that's used for processing claim coverage payment details. This object is available in API version 65.0 and later.
ClaimCovPaymentAdjustment: Represents the amount increased or decreased on a claim coverage payment as adjustments such as deductibles, copays, or coinsurance when applied on a claimed amount. This object is available in API version 52.0 and later.
ClaimCovReserveAdjustment: Represents the amount adjusted on a claim coverage reserve as the reserve is changed and payments are made. This object is available in API version 52.0 and later.
ClaimFinancialSettings: Represents the configuration settings for Insurance Claim Financial Services. This object is available in API version 57.0 and later.
ClaimItem: Represents claim items (such as collision damage, roadside assistance, rental care) and their coverage details. This object is available in API version 47.0 and later.
ClaimItemAttribute: Represents attributes for a claim item. This object is available in API version 65.0 and later.
ClaimItemRelatedObject: Represents the relationship between a claim item and a related object. The values of the attributes from the related object are referenced by the relevant product attributes on the claim item. This object is available in API version 65.0 and later.
ClaimParticipant: A junction object that associates the Claim object with the Account object. This object represents the participants of a claim. Claim participants include insured, claimants, and witnesses.
ClaimPaymentSummary: Represents the amount of money that's paid to a claimant or claim participant to cover a claim. This object is available in API version 51.0 and later.
ClaimPayoutPlan: Represents the payout plan details for a claim, such as payment frequency, duration, and payouts. This object is available in API version 56.0 and later.
ClaimRecovery: Represents a recovery of funds on an insurance claim through subrogation and salvage activities. Recovered amounts can come from a salvage company or through legal litigation or arbitration. Master-detail child object of Claim. This object is available in API version 54.0 and later.
ClaimTeamMember: Represents a user who is a part of the claim team. This object is available in API version 55.0 and later.
CommissionStatement: Represents commission summary associated with a party or Commission Statement Line Item. This object is available in API version 61 and later.
CommissionStatementLineItem: Represents commission information associated with a service or an item. This object is available in API version 61 and later.
ContextMappingConfig: Represents the context mapping configurations for business process types. This object is available in API version 65.0 and later.
ContractGroupPlan: Represents a set of plans as part of the contract between the insurance carrier and the group. This set of plans corresponds to the plans included in the quote (as Quote Line Items). Child object of Contract. This object is available in API version 55.0 and later.
ContractGroupPlanGroupClass: Represents the association of a Contract Group Plan to a Group Class. Use this entity to define group classes and group class contributions at the contract group plan level. This object is available in API version 56.0 and later.
ContractGrpPlanGrpClsAttr: Represents a view of the attributes selected for each contract group plan group class. This object is available in API version 64.0 and later.
CoverageType: Represents the type of coverage, such as liability, earthquake, or collision damage. You see this object only if you have enabled the Access Master List of Coverage Types org pref.
CustomerProperty: Represents the insurable and insured properties of a customer.
CustomObjectParticipant: Represents information about a participant in the context of a custom object record. This object is available in API version 55.0 and later.
Deviation: Represents the information about the deviation from set rules. This object is available in API version 61.0 and later. Available with Digital Lending permission set.
Dispute: Represents the details of a dispute that involves one or multiple disputed transactions. This object is available in API version 59.0 and later.
DisputeItem: Represents a transaction that’s being disputed. This object is available in API version 59.0 and later.
DisputeItemArbitration: Represents the details of the arbitration or compliance case filed for a transaction that's being disputed. This object is available in API version 62.0 and later.
DisputeItemChargeback: Represents the claim and chargeback created by the card issuer for a transaction that's being disputed. This object is available in API version 61.0 and later.
DisputeItemMerchantAlert: Represents the alert sent by the card issuer to the merchant. The alert occurs through a chargeback prevention vendor like Ethoca Merchant Alerts™ for a transaction that’s being disputed. This object is available in API version 60.0 and later.
DisputeItemQueueResponse: Represents the response received from the job that’s run to fetch the claim details. This object is available in API version 61.0 and later.
DisputeQueueJobRun: Represents a job that’s run to fetch the details of the claims. This object is available in API version 61.0 and later.
DisputeReason: Represents the reason for the transaction dispute. This object is available in API version 61.0 and later.
DistributorAuthorization: Represents the official authorization from an insurance company granting a distributor the permission to act as its agent. This object is available in API version 48.0 and later.
DocChkItemValidatedTarget: Represents the details of the document checklist item and the target object against which the document checklist item was validated. This object is available in API version 59.0 and later.
DocumentCategory: Represents a document category that's used to group the document checklist items. This object is available in API version 59.0 and later.
DocumentCategoryDocumentType: Represents a junction between Document Category and Document Type. This object is available in API version 59.0 and later.
DocumentChecklistItem: Represents a checklist item for a file documentation upload. This object is available in API version 47.0 and later.
DocumentType: Represents the type of file being uploaded or attached. This object is available in API version 47.0 and later.
FinServ_Employment__c: Represents information about an individual’s employment history.
FinServ_FinancialAccount__c: Represents a financial account such as an investment account, bank account, or insurance policy.
FinServ_FinancialAccountRole__c: Represents the role occupied by a person or organizational entity that is involved with a financial account, such as a beneficiary or trustee.
FinancialDeal: Represents the deal that the financial institution is working on. This object is available in API version 52.0 and later.
FinancialDealAsset: Represents the assets included in the financial deal. This object is available in API version 54.0 and later.
FinancialDealBid: Represents the bids placed by financial deal parties in the financial deal. This object is available in API version 54.0 and later.
FinancialDealInteraction: Represents a junction between an interaction and a financial deal. This object is available in API version 53.0 and later.
FinancialDealParticipant: Represents the user or the group with whom the deal is shared. This object is available in API version 52.0 and later.
FinancialDealParty: Represents the parties, such as partners and competitors, that are involved in the deal. This object is available in API version 52.0 and later.
FinancialDealProduct: Represents the products (services) offered by the bank in the deal. This object is available in API version 52.0 and later.
FinServ_FinancialGoal__c: This Financial Goal object is installed in your Financial Services Cloud Salesforce org when you install the Financial Services Cloud Managed Package. It represents a client’s financial goal, such as college funds or a major purchase.
FinancialGoal: This Financial Goal object is a standard Salesforce object. It represents a financial goal for a person account. This object is available in API version 59.0 and later.
FinancialGoalFunding: The financial goal of an individual or person account that requires funding. This object is available in API version 59.0 and later.
FinancialGoalParty: Represents a junction between the financial goal and the person account. This object is available in API version 59.0 and later.
FinServ_FinancialHolding__c: Represents a financial holding in an investment account, such as shares of stock.
FinancialPlan: Represents a financial plan for a person account. This object is available in API version 59.0 and later.
FinAssetPortfolioTgtAlloc: Stores target asset allocation for a financial account, person account, or household. This object is available in API version 62.0 and later.
FinclDealInteractionSummary: Represents a junction between an interaction summary and a financial deal. This object is available in API version 53.0 and later.
FlexHierNodeSummary: Represents rollup data for a hierarchy node, including direct, child, and total aggregate values. This object is available in API version 67.0 and later.
FlexHierVldJobRun: Represents an execution instance of a hierarchy validation job that includes validation requests for one or more hierarchies. This object is available in API version 67.0 and later.
FlexHierVldJobRunItem: Represents the execution status and results for a specific hierarchy processed in a validation job. This object is available in API version 67.0 and later.
FlexibleHierarchy: Represents the structure and hierarchy of relationships among individuals or entities within an organization or between organizations. This object is available in API version 66.0 and later.
FlexibleHierarchyNode: Represents a unique entity within the hierarchy, such as a company, a subsidiary, a branch unit, or an individual person. This object is available in API version 66.0 and later.
FlexibleHierarchyNodeRela: Represents the type of relationship between any two nodes in an hierarchy. For instance, a parent-subsidiary relationship between companies or an individual's affiliation with a company. This object is available in API version 66.0 and later.
FlowOrchestrationInstRelaObj: Represents a junction between a flow orchestration instance and a related object. This object is available in API version 59.0 and later.
FundTransferRequest: Represents the details of fund transfer request between two financial accounts. This object is available in API version 65.0 and later.
GroupCensus: Represents a snapshot of statistics about eligible members (employees or members) of a group (employer or association) and their legal dependents. Use this entity in quoting, rating, and the subsequent enrollment process. Child object of employer or group Account. This object is available in API version 55.0 and later.
GroupCensusMember: Represents personal information about a member, for example employee or association member, or their dependents. GroupCensusMember is used to estimate the insurance plan cost for the group. This object is also used in the enrollment process to retrieve the member and dependent details. Child object of GroupCensus. This object is available in API version 55.0 and later.
GroupCensusMemberPlan: Represents the association of GroupCensusMember and ContractGroupPlan. Use this entity when census data includes previous member enrollment plan details and new member plan details. You can populate GroupCensusMemberPlan by reading the enrollment census in the enrollment services before creating insurance policies. This object is available in API version 55.0 and later.
GroupClass: Represents the classification of group members that receive similar benefits. Example classes include executives, union, and office workers. Child object of employer or group Account. This object is available in API version 55.0 and later.
GroupClassContribution: Represents employer or group contributions for GroupClass members and their dependents on a per product category such as medical, dental, or vision. Child object of GroupClass. This object is available in API version 55.0 and later.
GrpCensusGrpClassSummary: Represents a junction between group census and group class to get statistics about the group class members for the associated group census.
IdentityDocument: Represents information about documents used to identify Financial Services Cloud clients.
IndexRate: Represents a base rate that’s defined by an authority. This object is available in API version 61.0 and later. Available with Digital Lending permission set.
InfoAuthorizationRequest: Tracks a request for authorization on a Data Use Purpose. For example, consent request to share the documents required to open a financial account and share loan rate lock disclosure to the external customer. This object is available in API version 52.0 and later.
InfoAuthRequestForm: Tracks the individual Authorization Form Texts that belong to an Authorization Request. For example, consent on GDPR privacy policy document and consent on mortgage loan rate lock fee document. This object is available in API version 52.0 and later.
InformationVerification: Represents the details of the information verification initiated for an object. This object is available in API version 61.0 and later. Available with Digital Lending permission set.
InsBnftEligDefinition: Represents employee eligibility information for a benefit that's offered by an employer. This object is available in API version 61 and later.
InsContributionPlnGroupCls: Represents a junction between employee group class and their contribution towards their insurance. This object is available in API version 61 and later.
InsContributionPlnLineItem: Represents information about each contribution made by an employee towards their insurance. This object is available in API version 61 and later.
InsPlcyLimit: Represents the data that's used as a base to track the insurance policy consumption. This object is available in API version 65.0 and later.
InsPlcyLimitTracking: Represents the calculated values based on the consumption of the policy and coverage attributes during claims processing. This object is available in API version 65.0 and later.
InsPolicyAssetAttribute: Represents attributes for insurance policy asset. This object is available in API version 63.0 and later.
InsPolicyAssetRelatedObj: Represents the relationship between an Insurance Policy Asset and a related object. The values of the attributes from the related object are referenced by the relevant product attributes on Insurance Policy Asset. This object is available in API version 63.0 and later.
InsPolicyBenefitEligibility: Represents information about insurance eligibility of an employee that belongs to a specific group class. This object is available in API version 61 and later.
InsPolicyBillingInfo: Stores information related to billing and supports billing workflows and integration with downstream financial systems. This object is available in API version 66.0 and later.
InsPolicyCoverageAttribute: Represents attributes for insurance policy coverage. This object is available in API version 63.0 and later.
InsPolicyCoverageBenefit: Represents information about the insurance policy coverage benefits. This object is available in API version 62 and later.
InsPolicyCoverageNetwork: Represents information about the insurance policy coverage network. This object is available in API version 62 and later.
InsPolicyCvrBnftAttribute: Represents a view of the attributes on an insurance policy coverage benefit. This object is available in API version 62 and later.
InsPolicyCvrRelatedObj: Represents the relationship between an Insurance Policy Coverage and a related object. The values of the attributes from the related object are referenced by the relevant product attributes on Insurance Policy Coverage. This object is available in API version 63.0 and later.
InsPolicyParticipantAttr: Represents attributes for insurance policy participant. This object is available in API version 63.0 and later.
InsPolicyPtcpRelatedObj: Represents the relationship between an Insurance Policy Participant and a related object. The values of the attributes from the related object are referenced by the relevant product attributes on Insurance Policy Participant. This object is available in API version 63.0 and later.
InsPolicyRelatedObject: Represents the relationship between an Insurance Policy and a related object. The values of the attributes from the related object are referenced by the relevant product attributes on Insurance Policy. This object is available in API version 63.0 and later.
InsPolicyTransactionDetail: Represents the details of an insurance policy transaction. This object is available in API version 55.0 and later.
InsuranceClaimAsset: A junction object that associates the Claim object with the InsurancePolicyAsset object. You see this object only if you have enabled the Use Many-to-Many Relationships org pref.
InsuranceContract: Represents insurance-specific contract information. Extension of Contract object, specifically for the insurance industry. This object is available in API version 55.0 and later.
InsuranceContributionPlan: Represents all contributions made by an employee towards their insurance policy or insurance policy coverage. This object is available in API version 61 and later.
InsurancePolicy: Represents the type of insurance policy, such as auto, home, life, or annuity.
InsurancePolicyAsset: Represents the customer property insured through the insurance policy.
InsurancePolicyAttribute: Represents attributes for insurance policy. This object is available in API version 63.0 and later.
InsurancePolicyCoverage: A junction object that associates the InsurancePolicy object with the ProductCoverage object.
InsurancePolicyMemberAsset: A junction object that associates the InsurancePolicyAsset object with the InsurancePolicyParticipant object. You see this object only if you’ve enabled the Use Many-to-Many Relationships org pref.
InsurancePolicyParticipant: A junction object that associates the InsurancePolicy object with the Account object. This object represents the participants of an insurance policy. Insurance policy participants include policy owners and beneficiaries.
InsurancePolicySurcharge: Represents the charges calculated for an insurance policy and its related assets, coverages, and participants in a region. This object is available in API version 51.0 and later.
InsurancePolicyTransaction: Represents a transaction related to a change that affects the premium of an insurance policy, such as an endorsement, renewal, or cancellation. This object is available in API version 51.0 and later.
InsuranceProfile: Represents the insurance-related attributes for the insured member.
InsuranceRatePlan: Represents a rate plan for an employee's insurance. This object is available in API version 61 and later.
InsuranceRatePlanCommission: Represents the commission details for the insurance rate plan. This object is available in API version 62 and later.
InsuranceRatePlanLineItem: Represents insurance rates information that's provided by carriers specific to employees of certain tiers under certain policy or policy coverage. This object is available in API version 61 and later.
IntegrationProviderAttr: Represents information about the attributes that are used in the definition for an integration provider. This object is available in API version 57.0 and later.
IntegrationProviderDcsnRqmt: Represents a decision requirement used to create integration provider records. This object is available in API version 61.0 and later.
IntegrationProviderDef: Represents the definition that's applicable to an integration provider. This object is available in API version 57.0 and later.
IntegrationProviderExecution: Represents the execution instance of an integration provider. This object is available in API version 61.0 and later.
Interaction: Represents an interaction (phone call, in-person meeting, or video conference) between two or more people (attendees), typically including at least one representative and one customer or partner. This object is available in API version 51.0 and later.
InteractionAttendee: Represents an attendee of an interaction. This object is available in API version 51.0 and later.
InteractionParticipant: Represents a user or User Group with whom the interaction is shared. This object is available in API version 52.0 and later.
InteractionRelatedAccount: Represents a junction between an interaction and account that's related to that interaction. This object is available in API version 57.0 and later.
InteractionSumDiscussedAccount: Represents information about the companies discussed in an interaction. This object is available in API version 53.0 and later.
InteractionSummary: Represents the summary of an interaction, including confidentiality information. This object is available in API version 51.0 and later.
InteractionSummaryParticipant: Represents a user with whom an interaction summary is shared. This object is available in API version 51.0 and later.
FinServ_LifeEvent__c: Represents a client’s life event, such as a birth or marriage.
LoanApplicant: Represents details of the borrower or co-borrower for the loan application. This object is available in API version 47.0 and later.
LoanApplicantAddress: Represents borrower's or co-borrower's current address information. This object is available in API version XX.0 and later.
LoanApplicantAsset: Represents a junction between a borrower and a loan application asset. This object is available in API version 47.0 and later.
LoanApplicantDeclaration: Represents financial issues like foreclosure, lawsuits, or defaults of the applicant or co-applicant. This object is available in API version 47.0 and later.
LoanApplicantEmployment: Represents details about the borrower's or co-borrower's current and past employment. This object is available in API version 47.0 and later.
LoanApplicantIncome: Represents details about the borrower and co-borrower current monthly income. This object is available in API version 47.0 and later.
LoanApplicantLiability: Represents a junction between a borrower and a loan application liability. This object is available in API version 47.0 and later.
LoanApplicationAsset: Represents details about the borrower's and co-borrower's current personal and real property. This object is available in API version 47.0 and later.
LoanApplicationFinancial: Represents transaction details for a loan application. This object is available in API version 47.0 and later.
LoanApplicationLiability: Represents details about the borrower and co-borrower current liabilities. This object is available in API version 47.0 and later.
LoanApplicationProperty: Represents details of the property the loan application finances. This object is available in API version 47.0 and later.
LoanApplicationTitleHolder: Represents details of borrowers who are applying to hold title to the property the loan application finances. This object is available in API version 47.0 and later.
MeetingPlaybook: Represents a meeting playbook created from a meeting playbook definition. Specifies the sequence of stages and drives execution for the meeting. This object is available in API version 67.0 and later.
MeetingPlaybookStage: Represents a stage in a meeting playbook, created from a meeting playbook definition stage. Defines the stage position, action, and prompts available at the stage. This object is available in API version 67.0 and later.
MeetingPlaybookStageText: Stores AI-generated or user-authored rich text notes for each meeting stage. This object is available in API version 67.0 and later.
MeetingPlbkStageCapability: Represents the execution of an action for a meeting playbook stage. This object is available in API version 67.0 and later.
MeetingPlbkStageContentDoc: Represents a document attached to a meeting playbook. It stores meeting-specific details, such as applicable stages and an AI-generated summary. This object is available in API version 67.0 and later.
MultipartyInfoAuthRequest: Tracks a request for multiple parties of authorization on a Data Use Purpose. For example, consent requests to share the required documents to open a joint financial account or share mortgage disclosures to loan applicants (borrower + co-borrower). This object is available in API version 53.0 and later.
OpportunityParticipant: Represents information about a participant in the context of an opportunity record. This object is available in API version 50.0 and later.
ParticipantRole: Represents details such as the name and associated default access level for a role that a participant can have in the context of a parent record. This object is available in API version 50.0 and later.
PartyBusinessRegion: Represents the trading regions of a party, covering both domestic and international locations, where the business entity is actively involved in trading activities. This object is available in API version 61.0 and later.
PartyCertifiedCapacity: Represents the information captured from the certificate of capacity, such as the party's capacity to work, a timeline for recovery, and return to work. This object is available in API version 56.0 and later.
PartyCreditProfile: Represents the credit score details for a party. This object is available in API version 60 and later.
PartyExpense: Represents the expense incurred by an individual or account. This object is available in API version 61.0 and later.
PartyFinancialAsset: Represents information about the financial asset owned by an individual or account. This object is available in API version 61.0 and later.
PartyFinancialAssetLien: Represents information about the lien of the financial asset owned by an individual or account. This object is available in API version 61.0 and later.
PartyFinancialAssetRela: Represents the relationship between financial assets. The object relates one party financial asset to another and is used for grouping assets to be pledged together as collateral. For example, an asset can be a part of multiple groups of assets, which each group being pledged for a distinct loan. This object is available in API version 65.0 and later. Available with Digital Lending permission set.
PartyFinancialAssetTerm: Represents a term or condition associated with a financial asset. Aids in identifying and tracking the terms set by a lender or the legal or regulatory terms around a financial asset's ownership, usage, maintenance, and monitoring. This object is available in API version 65.0 and later. Available with Digital Lending permission set.
PartyFundSource: Represents the origin of a party's funds, such as income, employment, or financial assets. Each record is specific to the destination financial account. This object is available in API version 66.0 and later.
PartyIdentityVerification: Represents information about the identity verification checks done for a party. This object is available in API version 56.0 and later.
PartyIdentityVerificationStep: Represents information about the identity verification done for a party. This object is available in API version 56.0 and later.
PartyIncome: Represents the income of an individual or a business entity. This income can be from salaries, commissions, fees, rental properties, and other sources. This object is available in API version 55.0 and later.
PartyProfile: Represents information about the profile of a party, such as a contact, account, or lead. This object is available in API version 56.0 and later.
PartyProfileAddress: Represents information about the address of the party. This object is available in API version 56.0 and later.
PartyProfileParticipant: Represents information about the profile participant of a party. This object is available in API version 61.0 and later.
PartyProfileRisk: Represents information about the risk assessment done for a party. This object is available in API version 56.0 and later.
PartyScreeningStep: Represents information about the screening process conducted for a party. This object is available in API version 56.0 and later.
PartyScreeningSummary: Represents information about the individual screening done for a party. This object is available in API version 56.0 and later.
PartyWealthSource: Represents the method by which a party accumulated their net worth over time, such as employment income, inheritance, business ownership, or investment returns. This object is available in API version 68.0 and later.
PartyWealthSrcRelaRecord: Represents a junction between a party wealth source and a related record. This object is available in API version 68.0 and later.
PaymentMandate: Represents information about the payment mandates given by a customer to their bank or financial institution to authorize a third party to collect payments from their account. This object is available in API version 61.0 and later.
PaymentRequest: Represents a financial compensation request for goods or services provided by a third party. This object is available in API version 54.0 and later.
PaymentRequestLine: Represents the line item details of the financial compensation request. This object is available in API version 54.0 and later.
PersonEducation: Represents information about professional education for a person in a party role.
PersonEmployment: Represents information about a person’s employment. This object is available in API version 57.0 and later.
PersonLifeEvent: Represents the life events of an individual, such as marriage, birth of a child, birthday, engagement.
FinServ_PolicyPaymentMethod__c: Represents the premium payment method for a policy, such as credit card, debit card, or internet banking. This object is available in API version 47.0 and later.
ProdtAttrMappedScope: Represents a junction between the product attribute scope and the product classification attribute. This object is available in API version 65.0 and later.
ProdtAttrScope: Represents the scope definition for a product attribute so that it can be used during claims processing. This object is available in API version 65.0 and later.
Producer: Represents an agent or an agency selling insurance.
ProducerCommission: Represents a producer's commission for an insurance policy. The commission can be calculated from the commissionable transactions or can be populated from an external system. This object is available in API version 51.0 and later.
ProducerPolicyAssignment: A junction object that associates the Insurance Policy object with the Producer object. This object represents the producers who are managing the same insurance policy. This object is available in API version 47.0 and later. You see this object only if you have enabled the Let Multiple Producers Work on the Same Policy org pref.
ProducerRelationship: Represents the relationship between producer team and associated producers. This object is available in API version 62 and later.
ProducerSplitArngLineItem: Represents compensation information for a producer associated with service or an item. This object is available in API version 61 and later.
ProducerSplitArrangement: Represents a Producer Split Arrangement definition associated with an account, service, or an item. This object is available in API version 61 and later.
ProducerSplitAssignment: Represents information about commission split associated with a producer that's used to process commission statement. This object is available in API version 61 and later.
ProducerSplitRoleAssignment: Represents the revenue generating entities assocaited with an insurance policy and account. This object is available in API version 62 and later.
ProductCoverage: A junction object that associates the Product object with the CoverageType object. You see this object only if you have enabled the Access Master List of Coverage Types org pref.
ProductFee: Represents the base fee associated with a product. This object is available in API version 61.0 and later. Available with Digital Lending permission set.
ProductListRate: Represents the list rate of the product. This object is available in API version 61.0 and later. Available with Digital Lending permission set.
ProductSurcharge: Represents an association between a product and a surcharge. This object is available in API version 63.0 and later.
QuoteLineItem: Represents a quote line item, which is a member of the list of Product2 products associated with a Quote, along with other information about those line items on that quote. This object is available in API version 18.0 and later.
QuoteLineItemGroupClass: Represents the association of a Quote Line Item to GroupClass. Use this entity for large group quoting process when multiple group classes are attributed on a single quote line item. Child object of Quote. This object is available in API version 55.0 and later.
QuoteLineItemRelatedObject: Represents the junction between a Quote Line Item and a related object. The values of the attributes from the related object are referenced by the relevant product attributes on the Quote LIne Item This object is available in API version 63.0 and later.
FinServ_ReciprocalRole__c: Represents the other entity’s corresponding role in a one-to-one relationship between entities.
RelatedRecordAssocCriteria: Defines criteria for automatically linking records like accounts, leads, opportunities, and cases with the branches that work with them. This object is available in API version 52.0 and later.
ResidentialLoanApplication: Represents details about a loan application from the lender. This object is available in API version 47.0 and later.
RetrievalSummaryDefField: Represents a table that stores the fields to retrieve from the target object of a rollup definition. This object is available in API version 61.0 and later.
RetrievalSummaryDefinition: Represents a table that stores the header information of a retrieval definition. This object is available in API version 61.0 and later.
RetrievalSummaryDefObject: Represents a table that stores the rollup definitions of a retrieval definition. This object is available in API version 61.0 and later.
FinServ_Revenue__c: Represents data from Financial Services Cloud and external systems to aggregate revenue streams for an advisor’s book of business.
SecuritiesHolding: Represents the securities associated with an insurance policy. This object is available in API version 47.0 and later.
StageTransitionEntry: Represents the information about the runtime instance of the object stage transition. This object is available in API version 60.0 and later.
StgTrnsUndwrEvaluation: Represents the underwriting rule evaluation result. This object is available in API version 63.0 and later.
Surcharge: Represents the details about a surcharge calculation. This object is available in API version 63.0 and later.
SvcCatalogItemAttribute: Represents pre-filled fulfillment flow inputs and user questions to ask to users in the context of a service catalog item version. This object is available in API version 57.0 and later.
SvcCatalogItemDependency: Represents a collection of records that indicate the dependencies of a service process. This object is available in API version 57.0 and later.
TagCategory: Group similar interest tags together into tag categories. This object is available in API version 54.0 and later.
Term: Represents a term or condition applied for a loan application or a collateral. This object is available in API version 62.0 and later. Available with Digital Lending permission set.
TermRelatedObject: Represents the relationship between a term and the object for which the term is defined. This object is available in API version 62.0 and later. Available with Digital Lending permission set.
UnderwritingRule: Represents details of an underwriting rule for a product. This object is available in API version 63.0 and later.
UnderwritingRuleGroup: Represents the underwriting rule that's associated with a product. This object is available in API version 63.0 and later.
UserFinancialAuthority: Represents the maximum monetary amount a user can authorize for a given financial type and product. This object is available in API version 57.0 and later.
VendorProject: Represents information about a vendor's proejct for which the loan was applied. This object is available in API version 61.0 and later.
WealthAppConfig: Represents configuration information for Financial Services Cloud functionality.
WorkerCompCoverageClass: Represents the compensation coverage class that a worker belongs to. This object is available in API version 47.0 and later.
AssessmentQuestionConfig: Represents the assessment question record metadata configuration. This object is available in API version 56.0 and later.
AssessmentQuestionSetConfig: Reqpresents the assessment question set record metadata configuration. This object is available in API version 56.0 and later.
ClaimFinancialSettings: Represents the configuration settings for Insurance Claim Financial Services. This object is available in API version 57.0 and later.
RelationshipGraphDefinition: Represents a definition of a graph that you can configure in your organization to traverse object hierarchies and record details, giving you a glimpse of how your business works. This object is available in API version 55.0 and later.
RevenueSourceCategoryConfig: Represents the Revenue Data Source-related stage information and the revenue metric that you want to measure and track. This object is available in API version 57.0 and later.
RevenueSourceObjectConfig: Represents data from the underlying Salesforce standard or custom object that stores opportunity and product-related information. This object is available in API version 57.0 and later.
StageCondition: Represents a collection of fields to set up the rules in transition criteria and stage change, including the object state, logic, and values. This object is available in API version 62.0 and later.
