--- schema_version: "1" id: 8b0390a8556957eb8674b3a2b095271c7618eb39d2702ac2249d8d286d240052 title: Interaction 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_interaction.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_interaction.htm source_site: developer.salesforce.com content_type: documentation content_hash: 8e34a0556e7aac097adfa5dcf0d8d1e214c3e649eb84eb7b9860e21047c7ee52 description: Represents an interaction (phone call, email, 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. --- # Interaction Represents an interaction (phone call, email, 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. ## 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 ID of the account related to the customer or partner who attended the interaction. ### AccountPlanObjectiveId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The account plan objective associated with the interaction. This field is a relationship field. - **Relationship Name**: AccountPlanObjective - **Relationship Type**: Lookup - **Refers To**: AccountPlanObjective ### Description - **Type**: textarea - **Properties**: Create, Nillable, Update - **Description**: The description of the interaction. ### EndTime - **Type**: dateTime - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: The date and time that the interaction ended. ### InteractionType - **Type**: picklist - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The type of interaction. - **Possible values**: - Conference - Email - In Person - Phone Call ### LastReferencedDate - **Type**: dateTime - **Properties**: Filter, Nillable, Sort - **Description**: The timestamp for when the current user last viewed a record related to this record. ### LastSyncedDateTime - **Type**: dateTime - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: The date and time when a sync was performed to create or update an interaction from an email client or other solutions in Salesforce. ### 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. ### LocationId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The location of the interaction. ### Name - **Type**: string - **Properties**: Create, Filter, Group, idLookup, Sort, Update - **Description**: The name of the interaction. ### ReferenceIdentifier - **Type**: string - **Properties**: Create, Filter, Group, idLookup, Nillable, Sort, Update - **Description**: The unique reference ID of the interaction. ### OwnerId - **Type**: reference - **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update - **Description**: The ID of the record owner. ### RecordTypeId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: ID of the record type associated with this interaction. - **Relationship Name**: RecordType - **Refers To**: RecordType ### RelatedInteractionId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The account plan objective associated with the interaction. - **Relationship Name**: RelatedRecord - **Relationship Type**: Lookup - **Refers To**: AccountPlanObjective ### RelatedRecordId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The ID of the financial deal or opportunity associated with the interaction. This field is a polymorphic relationship field. - **Relationship Name**: RelatedRecord - **Relationship Type**: Lookup - **Refers To**: FinancialDeal, Opportunity ### StartTime - **Type**: dateTime - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: The date and time that the interaction started. ## 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. [InteractionChangeEvent](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. [InteractionFeed](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. [InteractionHistory](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. [InteractionOwnerSharingRule](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. [InteractionShare](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.