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InteractionSummary

Represents the summary of an interaction, including confidentiality information. 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 who attended the client interaction.

AccountPlanObjectiveId

  • Type: reference
  • Properties: Create, Filter, Group, Sort
  • Description: The account plan objective associated with the interaction.

    This field is a relationship field.

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

ConfidentialityType

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

InteractionId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The client interaction related to the interaction summary.

InteractionPurpose

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Specifies the purpose of the client interaction.
  • Possible values:
    • Deal Execution
    • Meet and Greet
    • Quarterly Check-In

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.

MeetingNotes

  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: The detailed record of what transpired during the client interaction.

Name

  • Type: string
  • Properties: Create, Filter, Group, idLookup, Sort, Update
  • Description: The title of the interaction summary, capturing the summary of the interaction.

NextSteps

  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: The next steps that were decided during the interaction.

Offering

  • Type: multipicklist
  • Properties: Create, Filter, Nillable, Update
  • Description: The offerings that were discussed in the client interaction.
  • Possible values:
    • Debt Capital Markets
    • Equity Capital Markets
    • Mergers and Acquisitions Advisory

OwnerId

  • Type: reference
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: The ID of the record owner.

PartnerAccountId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The ID of the account related to the partner who attended the client interaction.

RelatedRecordId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The name of the record such as an opportunity associated with a client interaction.

Status

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Specifies the status of the interaction summary.
  • Possible values:
    • Draft
    • Published

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.

InteractionSummaryFeed
Feed tracking is available for the object.
InteractionSummaryHistory
History is available for tracked fields of the object.
InteractionSummaryOwnerSharingRule
Sharing rules are available for the object.
InteractionSummaryShare
Sharing is available for the object.