---
schema_version: "1"
id: c4476a4f8a17ac5ad4f94e90d42949b3dd9519640bc605768fabc8a9efd6765c
title: PartyFundSource
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_partyfundsource.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_partyfundsource.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: 15cc76a02a3bc80fa2e252a6953cc5dcae21e3ca27e0b34a67f2acfe3d20dffb
description: Represents the origin of a party's funds, such as income, employment, or financial assets. Each record is specific to the destination financial account. This object is available in API version 66.0 and later.
---
# PartyFundSource

Represents the origin of a party's funds, such as income, employment, or financial assets. Each record is specific to the destination financial account. This object is available in API version 66.0 and later.

## Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), undelete(), update(), upsert()

## Fields

### ApplicationFormProductId

- **Type**: reference
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: The application form product associated with the record.
    
    This field is a relationship field.
- **Relationship Name**: ApplicationFormProduct
- **Refers To**: ApplicationFormProduct

### DestinationFinancialAccountId

- **Type**: reference
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: The destination financial account associated with the record.
    
    This field is a relationship field.
- **Relationship Name**: DestinationFinancialAccount
- **Refers To**: FinancialAccount

### ExpectedTransferAmount

- **Type**: currency
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: The amount expected to be transferred from the fund source to the financial account.

### ExpectedTransferFrequency

- **Type**: picklist
- **Properties**: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- **Description**: Specifies the frequency of the fund transfer from the fund source to the destination financial account.
- **Possible values**:
    - Annual
    - Monthly
    - One-Time
    - Weekly

### ExpectedTransferStartDate

- **Type**: date
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: The expected start date of the transfer.

### IsInitialTransferFundSource

- **Type**: boolean
- **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update
- **Description**: Indicates whether this fund source is used for the initial transfer into the financial account during origination.
- **Default value**: false

### 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.

### Name

- **Type**: string
- **Properties**: Autonumber, Defaulted on create, Filter, idLookup, Sort
- **Description**: An auto-generated string assigned to the party fund source record.

### OwnerId

- **Type**: reference
- **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update
- **Description**: The ID of the record owner.
    
    This field is a polymorphic relationship field.
- **Relationship Name**: Owner
- **Refers To**: Group, User

### PartyId

- **Type**: reference
- **Properties**: Create, Filter, Group, Sort, Update
- **Description**: The party associated with the record.
    
    This field is a polymorphic relationship field.
- **Relationship Name**: Party
- **Refers To**: Account, Applicant, PartyProfile

### SourceRecordId

- **Type**: reference
- **Properties**: Create, Filter, Group, Sort, Update
- **Description**: The income, employment, or financial asset associated with the record.
    
    This field is a polymorphic relationship field.
- **Relationship Name**: SourceRecord
- **Refers To**: FinancialAccount, PartyFinancialAsset, PartyIncome, PersonEmployment

### SourceType

- **Type**: picklist
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Specifies the type of fund source.