--- schema_version: "1" id: 30aeafb205613d9d696dd6010dad8e203891a2906c57adca5074653386789911 title: FinancialDeal collection: legacydeveloper version: current locale: en-us portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/financial_services_cloud_object_reference/sforce_api_objects_financialdeal.md canonical_url: https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_objects_financialdeal.htm source_site: developer.salesforce.com content_type: documentation content_hash: dcd345b707f0aac89b2205886316101c4e452a88d815a071a9386a04707bc3cc description: Represents the deal that the financial institution is working on. This object is available in API version 52.0 and later. --- # 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](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_change_event.htm "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.") Change events are available for the object. [FinancialDealFeed](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_feed.htm "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.") Feed tracking is available for the object. [FinancialDealHistory](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_history.htm "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.") History is available for tracked fields of the object. [FinancialDealOwnerSharingRule](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_ownersharingrule.htm "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.") Sharing rules are available for the object. [FinancialDealShare](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_share.htm "StandardObjectNameShare is the model for all share objects associated with standard objects. These objects represent a sharing entry on the standard object.") Sharing is available for the object.