---
schema_version: "1"
id: 1384e4cd51944da6e07c9f023a09ffcde0adf54cb6718fbb77a8d620f5c4d8e4
title: InteractionSummary
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_interactionsummary.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_interactionsummary.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: 03635dd74f9041e0fa159b0027da7b064d1753440c12820bf166a356527f7c7d
description: Represents the summary of an interaction, including confidentiality information. This object is available in API version 51.0 and later.
---
# 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](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.

[InteractionSummaryHistory](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.

[InteractionSummaryOwnerSharingRule](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.

[InteractionSummaryShare](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.