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FinancialDeal

Represents the deal that the financial institution is working on. This object is available in API version 52.0 and later.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Fields

AccountId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The account ID of the customer who engaged the financial institution in this deal.

    This is a relationship field.

  • Relationship Name: Account
  • Relationship Type: Lookup
  • Refers To: Account

CloseProbability

  • Type: percent
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The probability of the deal being successfully closed.

ConfidentialityType

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: Specifies the level of confidentiality of the information that's recorded in the financial deal.
  • Possible values:
    • Confidential
    • Public

ConflictStatus

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: Specifies the status of the conflict clearance for the financial deal.
  • Possible values:
    • Approved
    • Declined

Description

  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: The description of the deal.

ExpectedCloseDate

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The date when the deal is expected to close.

FinancialDealCode

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: A unique code that identifies the deal.

FinancialDealType

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: The type of the deal.
  • Possible values:
    • Advisory
    • Capital Raising
    • Debt Capital Market
    • Initial Public Offering
    • Mergers and Acquisitions
    • Secondary Offering

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. If this value is null, it’s possible that this record was referenced (LastReferencedDate) and not viewed.

MandatedDate

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The date when the financial deal was mandated.

Name

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

OwnerId

  • Type: reference
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: ID of the user who created the relationship record.

    This is a polymorphic relationship field.

  • Relationship Name: Owner
  • Relationship Type: Lookup
  • Refers To: Group, User

ParentFinancialDealId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The parent financial deal.

    This is a relationship field.

  • Relationship Name: ParentFinancialDeal
  • Relationship Type: Lookup
  • Refers To: FinancialDeal

ReceivedFee

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The total fee received by the financial institution until the current date.

Role

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: The role that the financial institution plays in this deal.
  • Possible values:
    • Advisor
    • Bookrunner
    • Syndication Agent

Stage

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: Specifies the stage of the deal.
  • Possible values:
    • Closed
    • Execution
    • Mandate
    • Pitch

Status

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: Specifies the status of the deal.
  • Possible values:
    • Closed
    • On Hold
    • Open

TotalExpectedFee

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The total fee expected by the financial institution until the current date.

TotalExpense

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The total expense incurred for the financial deal until the current date.

TransactionValue

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The total transaction value of the financial deal.

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.

FinancialDealChangeEvent
Change events are available for the object.
FinancialDealFeed
Feed tracking is available for the object.
FinancialDealHistory
History is available for tracked fields of the object.
FinancialDealOwnerSharingRule
Sharing rules are available for the object.
FinancialDealShare
Sharing is available for the object.