--- schema_version: "1" id: fd6611388137e866efb1c18b6ed7aca8cd018ee46123863a4e038ac4723c6737 title: FinancialDealParty 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_financialdealparty.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_financialdealparty.htm source_site: developer.salesforce.com content_type: documentation content_hash: b5943bac3d7decce0fd8c041a2cc15fd5241ae610a85705ad05276bf10443668 description: 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. --- # 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. ## Supported Calls create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert() ## Fields ### ContactId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The contact ID of the party. This is a relationship field. - **Relationship Name**: Contact - **Relationship Type**: Lookup - **Refers To**: Contact ### PartyType - **Type**: picklist - **Properties**: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update - **Description**: The type of the party. - **Possible values**: - Company - Individual ### FinancialDealId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The deal that's shared with the participant. This is a relationship field. - **Relationship Name**: FinancialDeal - **Relationship Type**: Lookup - **Refers To**: FinancialDeal ### LastReferencedDate - **Type**: dateTime - **Properties**: Aggregate, Filter, Nillable, Sort - **Description**: The timestamp for when the current user last viewed a record related to this record. ### LastStageChangeDate - **Type**: dateTime - **Properties**: Filter, Nillable, Sort - **Description**: The date of the last change made to the Stage field on this financial deal party record. This field is available in API version 54.0. ### 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. ### Name - **Type**: string - **Properties**: Autonumber, Defaulted on create, Filter, idLookup, Sort - **Description**: The name of the party that's involved in the 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 ### PartyId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The account ID of the party. This is a relationship field. - **Relationship Name**: Party - **Relationship Type**: Lookup - **Refers To**: Account ### PartyRole - **Type**: picklist - **Properties**: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update - **Description**: The party's role in the deal. - **Possible values**: - Competitor - Partner - Syndicate ### Stage - **Type**: picklist - **Properties**: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update - **Description**: The current stage of the party involved with the financial deal. - **Possible values**: - Confidential Information Memorandum Sent - Declined - Indication of Interest Sent - Letter of Intent Sent - Non-Disclosure Agreement Signed - Teaser Sent ## 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. [FinancialDealPartyChangeEvent](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. [FinancialDealPartyFeed](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. [FinancialDealPartyHistory](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. [FinancialDealPartyOwnerSharingRule](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. [FinancialDealPartyShare](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.