Financial Services Cloud Object Reference Guide SERVICES CLOUD STANDARD AND CUSTOM OBJECTS Account Custom Fields Represents information about a client that pertains to their dealings

Financial Services Cloud ObjectReference Guide

Salesforce, Spring ’16

@salesforcedocsLast updated: April 27, 2016

https://twitter.com/salesforcedocs

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CONTENTS

USAGE OF FINANCIAL SERVICES CLOUD FIELDS AND OBJECTS . . . . . . . . . 1

FINANCIAL SERVICES CLOUD STANDARD AND CUSTOM OBJECTS . . . . . 2Account Custom Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2AccountAccountRelation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11AccountContactRelation Standard and Custom Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13AssetsAndLiablities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Contact Custom Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19ContactContactRelation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Event Custom Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26FinancialAccount . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28FinancialAccountRole . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38FinancialGoal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41FinancialHolding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44LifeEvent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47ReciprocalRole . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49Securities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51Task Custom Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

USAGE OF FINANCIAL SERVICES CLOUD FIELDS ANDOBJECTS

Refer to the fields and objects that extend Salesforce for Financial Services Cloud. They are available in API version 36.0 for the FinancialServices Cloud managed package version 1.0.

Fields and objects in the package have the FinServ namespace prefix. For example, FinServ__IndividualId__c is a customfield on Account. FinServ__FinancialAccount__c is a custom object. To refer to the standard Salesforce objects, see theObject Reference for Salesforce.

Some fields may not be listed for some objects. To verify the complete list of fields for an object, use a describe call from the API, inspectthe WSDL, or use a schema viewer.

1

https://developer.salesforce.com/docs/atlas.en-us.200.0.object_reference.meta/object_reference/

FINANCIAL SERVICES CLOUD STANDARD AND CUSTOMOBJECTS

Account Custom Fields

Represents information about a client that pertains to their dealings with your firm, such as their review frequency or service tier. Customfields extend the standard Account object for use in Financial Services Cloud.

Fields

DetailsField Name

Typecurrency

AUM__c

PropertiesFilter, Nillable, Sort

DescriptionValue of client's financial accounts that our firm manages. Calculated as the sum ofTotalAUMPrimaryOwner__c and TotalAUMJointOwner__c.

Typepicklist

ClientCategory__c

PropertiesCreate, Filter, Group, Nillable, Sort, Update

DescriptionRates the value of the client’s business with our firm. Label is Category. Valid values:

• Platinum

• Gold

• Silver

• Bronze

Typemultipicklist

FinancialInterests__c

PropertiesCreate, Filter, Nillable, Update

DescriptionClient’s financial areas of interest. Valid values:

• Municipal Bonds

• Fixed Income

• Energy

2

DetailsField Name

• Technology

• CRM

• AAPL

• GOOG

• Retirement

• College Planning

Typestring

IndividualId__c


DescriptionRead only. Unique ID that relates this individual’s account record to its contact record.

Typepicklist

InvestmentExperience__c


DescriptionClient’s investment experience. Valid values:

• Experienced

• Moderately Experienced

• Moderately Inexperienced

• Inexperienced

Typemultipicklist

InvestmentObjectives__c


DescriptionClient’s preference for growth versus income investments. Valid values:

• Conservative Income

• Income

• Balanced

• Growth

• Aggressive Growth

Typedate

LastInteraction__c

3

Account Custom FieldsFinancial Services Cloud Standard and Custom Objects

DetailsField Name


DescriptionDate of the last client meeting or call.

Typedate

LastReview__c


DescriptionDate of the last client review.

Typemultipicklist

MarketingSegment__c


DescriptionMarket segments that characterize the client. Valid values:

• Mass Affluent

• High Net Worth

• Female Investor

• Millennial

Typecurrency

NetWorth__c

PropertiesCreate, Filter, Nillable, Sort, Update

DescriptionValue of the client’s assets minus liabilities.

Typedate

NextInteraction__c


DescriptionDate of the next client meeting or call.

Typedate

NextReview__c


4


DetailsField Name

DescriptionDate of the next client review.

Typetextarea

Notes__c


DescriptionImportant notes about the client. Label is Important Notes.

Typemultipicklist

PersonalInterests__c


DescriptionClient’s personal areas of interest. Valid values:

• Cooking

• College Basketball

• Environment

• Hiking

• Biking

• Wine

Typereference

PrimaryContact__c


DescriptionRead only. ID of the contact record associated with this individual’s account record.

Typepicklist

ReviewFrequency__c


DescriptionFrequency of client reviews. Valid values:

• Monthly

• Quarterly

• Annually

5


DetailsField Name

Typepicklist

RiskTolerance__c


DescriptionLevel of risk the client is comfortable with. Valid values:

• Aggressive

• Conservative

• Moderate

• None

Typepicklist

ServiceModel__c


DescriptionService level assigned to client. Valid values:

• Tier 1

• Tier 2

• Tier 3

Typestring

SourceSystemId__c

PropertiesCreate, Filter, Group, idLookup, Nillable, Sort, Update

DescriptionID that uniquely identifies the client in an external data source.

Typepicklist

Status__c


DescriptionClient’s status with your firm. Valid values:

• Prospect

• Onboarding

• Active

• Deceased

• Inactive

6


DetailsField Name

Typepicklist

TimeHorizon__c


DescriptionClient’s investment time frame. Valid values:

• Long Term

• Medium Term

• Short Term

Typecurrency

TotalAUMJointOwner__c

PropertiesCreate, Defaulted on create, Filter, Nillable, Sort, Update

DescriptionTotal value of client's financial accounts that our firm manages, for which the client is thejoint owner of jointly owned accounts.

Typecurrency

TotalAUMPrimaryOwner__c


DescriptionTotal value of client's financial accounts that our firm manages, for which the client is theprimary owner of either individually owned or jointly owned accounts.

Typecurrency

TotalBankDeposits__c


DescriptionValue of client's bank accounts. Calculated as the sum ofTotalBankDepositsPrimaryOwner__c andTotalBankDepositsJointOwner__c.

Typecurrency

TotalBankDepositsJointOwner__c


DescriptionTotal value of client's bank accounts, for which the client is the joint owner of jointly ownedaccounts.

7


DetailsField Name

Typecurrency

TotalBankDepositsPrimaryOwner__c


DescriptionTotal value of client's bank accounts, for which the client is the primary owner of eitherindividually owned or jointly owned accounts.

Typedouble

TotalFinAcctsJointOwner__c


DescriptionTotal value of financial account balances (excluding insurance policies), for which the clientis the joint owner of jointly owned accounts. Label is Total Financial AccountsJoint Owner.

Typedouble

TotalFinAcctsPrimaryOwner__c


DescriptionTotal value of financial account balances (excluding insurance policies), for which the clientis the primary owner of either individually owned or jointly owned accounts. Label is TotalFinancial Accounts Primary Owner.

Typecurrency

TotalFinancialAccounts__c


DescriptionValue of all financial accounts, excluding insurance policies. Calculated as the sum ofTotalBankDeposits__c and TotalInvestments__c.

Typedouble

TotalHeldFinAcctsJointOwner__c


DescriptionTotal value of held financial account balances, for which the client is the joint owner of jointlyowned accounts. Label is Total Held Financial Accounts Joint.

8


DetailsField Name

Typedouble

TotalHeldFinAcctsPrimaryOwner__c


DescriptionTotal value of held financial account balances, for which the client is the primary owner ofeither individually owned or jointly owned accounts. Label is Total Held FinancialAccounts Primary.

Typecurrency

TotalInsurance__c


DescriptionValue of client's insurance policies. Calculated as the sum ofTotalInsurancePrimaryOwner__c and TotalInsuranceJointOwner__c.

Typecurrency

TotalInsuranceJointOwner__c


DescriptionTotal value of client's insurance policies, for which the client is the joint owner of jointlyowned accounts.

Typecurrency

TotalInsurancePrimaryOwner__c


DescriptionTotal value of client's insurance policies, for which the client is the primary owner of eitherindividually owned or jointly owned accounts.

Typecurrency

TotalInvestments__c


DescriptionValue of client's investment accounts. Calculated as the sum ofTotalInvestmentsPrimaryOwner__c andTotalInvestmentsJointOwner__c.

9


DetailsField Name

Typecurrency

TotalInvestmentsJointOwner__c


DescriptionTotal value of client's investment accounts, for which the client is the joint owner of jointlyowned accounts.

Typecurrency

TotalInvestmentsPrimaryOwner__c


DescriptionTotal value of client's investment accounts, for which the client is the primary owner of eitherindividually owned or jointly owned accounts.

Typecurrency

TotalLiabilities__c


DescriptionValue of client's liabilities, stored as a negative value. Calculated as the sum ofTotalLiabilitiesPrimaryOwner__c andTotalLiabilitiesJointOwner__c.

Typecurrency

TotalLiabilitiesJointOwner__c


DescriptionTotal value of client's liabilities, for which the client is the joint owner of jointly ownedliabilities.

Typecurrency

TotalLiabilitiesPrimaryOwner__c


DescriptionTotal value of client's liabilities, for which the client is the primary owner of either individuallyowned or jointly owned liabilities.

10


DetailsField Name

Typedouble

TotalNonfinancialAssets__c


DescriptionValue of client's tangible assets such as collectibles or precious metals. Calculated as the sumof TotalNonfinancialAssetsPrimaryOwner__c andTotalNonfinancialAssetsJointOwner__c.

Typecurrency

TotalNonfinancialAssetsJointOwner__c


DescriptionTotal value of client's tangible assets such as collectibles or precious metals, for which theclient is the joint owner of jointly owned assets.

Typecurrency

TotalNonfinancialAssetsPrimaryOwner__c


DescriptionTotal value of client's tangible assets such as collectibles or precious metals, for which theclient is the primary owner of either individually owned or jointly owned assets.

Typepercent

WalletShare__c


DescriptionRead only. Percentage of client’s financial assets that our firm manages or administers.Calculated as the percent of financial accounts that are held(FinancialAccount__c.HeldAwayis false).

AccountAccountRelation

Represents a relationship between two accounts, such as between a household and a business account.

11

AccountAccountRelationFinancial Services Cloud Standard and Custom Objects

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

Fields

DetailsField

Typereference

Account__c


DescriptionAccount that RelatedAccount__c is related from.

Typeboolean

Active__c

PropertiesCreate, Defaulted on create, Filter, Group, Sort, Update

DescriptionIndicates whether the relationship is active (true) or not (false). The default value istrue.

Typedate

EndDate__c


DescriptionDate when the relationship ended.

Typestring

ExternalId__c


DescriptionID that uniquely identifies the relationship in an external data source.

Typestring

Name

PropertiesDefaulted on create, Filter, idLookup, Sort

DescriptionAuto-number identifier for the relationship. Label is Account Relation Name.

12

AccountAccountRelationFinancial Services Cloud Standard and Custom Objects

DetailsField

Typereference

OwnerId


DescriptionID of the user who created the relationship record.

Typereference

RelatedAccount__c

PropertiesFilter, Group, Nillable, Sort

DescriptionAccount that Account__c is related to.

Typereference

Role__c

PropertiesCreate, Filter, Group, Sort, Update

DescriptionRole that describes how RelatedAccount__c is related to Account__c.

Typedate

StartDate__c


DescriptionDate when the relationship started.

AccountContactRelation Standard and Custom Fields

Represents the relationship between an individual (specifically the contact part of the individual) and the household (account) that theindividual is a member of. AccountContactRelation is a standard object that is available through the Shared Contacts feature. Customfields extend the AccountContactRelation standard object for use in Financial Services Cloud.

Supported Callscreate(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(),retrieve(), update(), upsert()

13

AccountContactRelation Standard and Custom FieldsFinancial Services Cloud Standard and Custom Objects

Fields

DetailsField

Typereference

AccountId

PropertiesCreate, Filter, Group, Sort

DescriptionID of the household (account) that the individual is a member of.

Typereference

ContactId


DescriptionID of the contact that partially represents the individual.

Typedate

EndDate


DescriptionDate when the individual’s status as a household member is no longer in effect.

Typeboolean

IsActive


DescriptionIndicates whether the individual’s status as a household member is in effect (true) or not(false). Label is Active.

Typeboolean

IsDirect

PropertiesDefaulted on create, Filter, Group, Sort

DescriptionIndicates whether the account-to-contact relationship is direct, which means that it relatesthe account and contact parts of an individual to represent a single individual (true).Otherwise, the relationship is indirect, which means that it relates the contact part of anindividual to the household the individual belongs to (false). Label is Direct.

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DetailsField

Typepicklist

Roles


DescriptionRole that the individual plays within the household. Valid values:

• Influencer

• Evaluator

• Business User

• Technical Buyer

• Economic Buyer

• Other

• Decision Maker

• Economic Decision Maker

• Executive Sponsor

Note: Replace these default picklist values with appropriate values for the roles thatclients occupy within households, such as client, spouse, domestic partner, anddependent.

Typedate

StartDate


DescriptionDate when the individual’s status as a household member took effect.

Typeboolean

Primary__c


DescriptionIndicates whether the individual is the primary member of the household (true) or not(false).

Typemultipicklist

Rollups__c


DescriptionRecords associated with the individual that are included in household roll-up summaries.Valid values:

15


DetailsField

• Tasks

• Events

• Financial Accounts

• Assets and Liabilities

• Financial Goals

AssetsAndLiablities

Represents assets or liabilities that are not represented in a client's financial accounts, such as real estate or collectibles.

Supported Callscreate(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(),retrieve(), search(), undelete(), update(), upsert()

Fields

DetailsField

Typecurrency

Amount__c


DescriptionAmount of an asset (positive) or liability (negative).

Typepicklist

AssetsAndLiabilitiesSource__c


DescriptionData source. Label is Source. Valid values:

• Manual Entry

• Yodlee

Typepicklist

AssetsAndLiabilitiesType__c


16

AssetsAndLiablitiesFinancial Services Cloud Standard and Custom Objects

DetailsField

DescriptionType of asset or liability. Label is Type. Valid values:

• Auto Loan

• Mortgage

• Other

• Personal Loan

• Real Estate

• Equipment

• Automobile

• Collection

• Gold

• Jewelry

• Cash

Typetextarea

Description__c


DescriptionDescription of this asset or liability.

Typereference

FinancialAccount__c


DescriptionFinancial account that this asset or liability is related to.

Typereference

Household__c


DescriptionHousehold that this asset or liability is associated with.

Typereference

JointOwner__c


17


DetailsField

DescriptionJoint owner, if any, for this asset or liability.

Typedate

LastReferencedDate

PropertiesFilter, Nillable, Sort,

DescriptionTimestamp for when the current user last viewed a record related to this record.

Typedate

LastViewedDate


DescriptionTimestamp for when the current user last viewed this record.

Typestring

Name

PropertiesCreate, Defaulted on create, Filter, Group, idLookup, Nillable, Sort, Update

DescriptionName of this asset or liability.

Typereference

OwnerId

PropertiesCreate, Defaulted on createFilter, Group, Sort, Update

DescriptionID of the user who created the asset or liability record.

Typepicklist

Ownership__c


DescriptionType of ownership for this asset or liability. Valid values:

• Individual

• Joint

• Trust

18


DetailsField

Typestring

OwnerType__c


DescriptionClient’s ownership role (primary or joint) for this asset or liability. The value is specified by atrigger.

Typereference

PrimaryOwner__c


DescriptionPrimary owner of this asset or liability.

Typereference

RecordTypeId


DescriptionID of the record type associated with this asset or liability.

Contact Custom Fields

Represents information about a client that pertains to their personhood, irrespective of their relationship with your firm, such as theirbirthdate or tax ID number. Custom fields extend the Contact object for use in Financial Services Cloud.

Fields

DetailsField Name

Typedouble

Age__c


DescriptionAge. Calculated from Contact.Birthdate.

Typestring

AgeAsText__c

19

Contact Custom FieldsFinancial Services Cloud Standard and Custom Objects

DetailsField Name


DescriptionAge expressed in years, months, and days. Calculated from Contact.Birthdate. Labelis Age Text.

Typecurrency

AnnualIncome__c


DescriptionAnnual income.

Typestring

BillingAddress__c


DescriptionThe compound form of the billing address. Based on these address fields:Account.BillingStreet, Account.BillingCity,Account.BillingState, Account.BillingPostalCode, andAccount.BillingCountry.

Typestring

Citizenship__c


DescriptionCitizenship.

Typestring

CountryOfResidence__c


DescriptionCountry of primary residence.

Typestring

CurentEmployer__c


20


DetailsField Name

DescriptionName of current employer.

Typedouble

EmployedSince__c


DescriptionTenure with current employer.

Typeurl

Facebook__c


DescriptionFacebook profile URL.

Typestring

Gender__c


DescriptionGender. Valid values:

• Female

• Male

• Other

Typestring

IndividualId__c


DescriptionUnique ID that relates this individual’s contact record to its account record. Calculated fromAccount.IndividualId__c.

Typestring

LanguagesSpoken__c


DescriptionLanguages spoken.

21


DetailsField Name

Typeurl

LinkedIn__c


DescriptionLinkedIn profile URL.

Typestring

MailingAddress__c


DescriptionThe compound form of the mailing address. Based on these address fields:MailingStreet, MailingCity, MailingState, MailingPostalCode,and MailingCountry.

Typepicklist

MaritalStatus__c


DescriptionMarital status. Valid values:

• Single

• Married

• Separated

• Divorced

• Widowed

Typedouble

NumberOfDependents__c


DescriptionNumber of dependents, such as spouse and dependent children.

Typestring

Occupation__c


DescriptionOccupation.

22


DetailsField Name

Typestring

OtherAddress__c


DescriptionThe compound form of the other address. Based on these address fields: OtherStreet,OtherCity, OtherState, OtherPostalCode, and OtherCountry.

Typeboolean

PrimaryAddressIsBilling__c


DescriptionIndicates whether the billing address is the client’s primary address (true) or not (false).

Typeboolean

PrimaryAddressIsMailing__c


DescriptionIndicates whether the mailing address is the client’s primary address (true) or not (false).

Typeboolean

PrimaryAddressIsOther__c


DescriptionIndicates whether the other address is the client’s primary address (true) or not (false).

Typeboolean

PrimaryAddressIsShipping__c


DescriptionIndicates whether the shipping address is the client’s primary address (true) or not (false).

Typestring

ShippingAddress__c


23


DetailsField Name

DescriptionThe compound form of the shipping address. Based on these address fields:Account.ShippingStreet, Account.ShippingCity,Account.ShippingState, Account.ShippingPostalCode, andAccount.ShippingCountry.

Typepicklist

TaxBracket__c


DescriptionRate at which the individual is taxed. Valid values:

• 10%

• 15%

• 25%

• 28%

• 33%

• 35%

Typestring

TaxId__c


DescriptionTax Identification Number or Social Security Number.

Typeurl

Twitter__c


DescriptionTwitter profile URL.

Typedate

WeddingAnniversary__c


DescriptionDate of wedding anniversary.

24


ContactContactRelation

Represents the relationship between any two individuals.


Fields

DetailsField

Typeboolean

Active__c


DescriptionIndicates whether the relationship is active (true) or not (false). The default value istrue.

Typereference

Contact__c


DescriptionContact that RelatedContact__c is related from.

Typedate

EndDate__c


DescriptionDate when the relationship ended.

Typestring

ExternalId__c


DescriptionID that uniquely identifies the relationship in an external data source.

25

ContactContactRelationFinancial Services Cloud Standard and Custom Objects

DetailsField

Typestring

Name


DescriptionAuto-number identifier for the relationship. Label is Contact Relation Name.

Typereference

OwnerId


DescriptionID of the user who created the relationship record.

Typereference

RelatedContact__c


DescriptionContact that Contact__c is related to.

Typereference

Role__c


DescriptionRole that describes how RelatedContact__c is related to Contact__c

Typedate

StartDate__c


DescriptionDate when the relationship started.

Event Custom Fields

Represents an event associated with a client. Custom fields extend the standard Event object for use in Financial Services Cloud.

26

Event Custom FieldsFinancial Services Cloud Standard and Custom Objects

Fields

DetailsField Name

Typetextarea

Expectations__c


DescriptionClient expectations that this event relates to.

Typereference

Household__c


DescriptionID of the household associated with the client.

Typetextarea

NextSteps__c


DescriptionNext steps for this client event.

Typetextarea

Objectives__c


DescriptionClient objectives that this event relates to.

Typepicklist

Regarding__c


DescriptionThe nature of this client event. Valid values:

• Prospecting

• Onboarding

• Client Retention

• Service

27

Event Custom FieldsFinancial Services Cloud Standard and Custom Objects

FinancialAccount

Represents a financial account such as an investment account, bank account, or insurance policy.


Fields

DetailsField

Typestring

Address1__c


DescriptionStreet address line 1 for mailing address.

Typestring

Address2__c


DescriptionStreet address line 2 for mailing address.

Typedate

ApplicationDate__c


DescriptionDate when the client submitted the financial account application.

Typeboolean

AssetRebalance__c

PropertiesCreate, Defaulted on create, Filter, Sort, Update

DescriptionIndicates whether automatic portfolio rebalancing applies to this financial account (true)or not (false).

28

FinancialAccountFinancial Services Cloud Standard and Custom Objects

DetailsField

Typecurrency

AverageBalance__c


DescriptionAverage amount of money in the financial account, over a time period.

Typecurrency

Balance__c


DescriptionAmount of money in the financial account.

Typecurrency

CashBalance__c


DescriptionCash available in the financial account.

Typestring

City__c


DescriptionCity for mailing address.

Typedate

CloseDate__c


DescriptionDate when this financial account was closed.

Typestring

Country__c


DescriptionCountry for mailing address.

29


DetailsField

Typetextarea

Description__c


DescriptionDescription of the financial account.

Typeboolean

Discretionary__c


DescriptionIndicates whether the advisor has discretionary trading authority for this financial account(true) or not (false).

Typestring

FinancialAccountNumber__c


DescriptionID that uniquely identifies the financial account in an external data source. Label is AccountNumber.

Typepicklist

FinancialAccountSource__c


DescriptionData source. Label is Source. Valid values:

• Integrator

• Manual Entry

• Pending

Typepicklist

FinancialAccountType__c


DescriptionType of financial account. Label is Type. Valid values:

• 401(a)

• 401(k)

30


DetailsField

• 403(b)

• 529 Plan

• Brokerage

• Cash Management Account

• CD

• Checking

• Credit Card

• Discount Brokerage

• Fixed Annuity

• Individual Life

• IRA

• Mutual Fund

• Profit Sharing

• Rollover IRA

• Roth IRA

• Savings

• Term Life

• Variable Life

• Whole Life

Typeboolean

HeldAway__c


DescriptionIndicates whether this financial account is managed or administered externally (true) orin-house (false).

Typedouble

HoldingCount__c


DescriptionNumber of holdings within this financial account. Calculated by roll-up summary. Label isNumber of Holdings.

Typereference

Household__c


31


DetailsField

DescriptionHousehold that this financial account rolls up to.

Typecurrency

InsuredAmount__c


DescriptionThe insured value that an insurance policy covers.

Typemultipicklist

InvestmentObjectives__c


DescriptionPurpose of this financial account. Valid values:

• Safety

• Income

• Growth

• Tax Optimization

• Liquidity

Typereference

JointOwner__c


DescriptionJoint owner of this financial account.

Typedate

LastActivityDate


DescriptionTimestamp for when this financial account last had a task or event action associated withthe record.

TypedateTime

LastReferencedDate


32


DetailsField


Typedate

LastUpdated__c


DescriptionTimestamp for when data for this financial account was last updated by an external datasource.

TypedateTime

LastViewedDate



Typeboolean

Managed__c


DescriptionIndicates whether this financial account is managed or administered by our firm (true) ornot (false).

Typecurrency

MinimumBalance__c


DescriptionMinimum balance requirement for this financial account.

Typepicklist

ModelPortfolio__c


DescriptionModel asset allocation for this financial account. Valid values:

• Conservative

• Moderate

33


DetailsField

• Balanced

• Growth

• Aggressive

Typestring

Name


DescriptionName of this financial account.

Typedate

OpenDate__c


DescriptionDate when this financial account was opened.

Typereference

OwnerId


DescriptionID of the user who created the financial account record.

Typepicklist

Ownership__c


DescriptionType of ownership for this financial account. Valid values:

• Individual

• Joint

• Trust

Typestring

OwnerType__c


DescriptionClient’s ownership role (primary or joint) for this financial account.

34


DetailsField

Typeboolean

PaperlessDelivery__c


DescriptionClient elects to receive electronic delivery of financial account documents (true) or not(false).

Typepercent

Performance1Yr__c


DescriptionPerformance measured over the past year.

Typepercent

Performance3Yr__c


DescriptionPerformance measured over the past three years.

Typepercent

PerformanceMTD__c


DescriptionPerformance measured over the past month-to-date.

Typepercent

PerformanceQTD__c


DescriptionPerformance measured over the past quarter-to-date.

Typepercent

PerformanceYTD__c


35


DetailsField

DescriptionPerformance measured over the past calendar year-to-date.

Typestring

PostalCode__c


DescriptionPostal code for mailing address.

Typecurrency

Premium__c


DescriptionAmount paid to the insurer for insurance policy coverage.

Typereference

PrimaryOwner__c


DescriptionPrimary owner of this financial account.

Typepicklist

RebalanceFrequency__c


DescriptionFrequency of portfolio rebalancing for this financial account. Valid values:

• Monthly

• Quarterly

• Semiannually

• Annually

Typereference

RecordTypeId


DescriptionID of the record type associated with this financial account.

36


DetailsField

Typestring

RecordTypeName__c


DescriptionRecord type for this financial account. The value is copied from RecordType.Name andcan’t be changed. Label is Record Type.

Typedate

RenewalDate__c


DescriptionDate when insurance policy renewal is due.

Typestring

ServiceProvider__c


DescriptionCustodian or recordkeeper of this financial account.

Typestring

State__c


DescriptionState for mailing address.

Typepicklist

Status__c


DescriptionStatus of this financial account. Valid values:

• Open

• Closed

• On Hold

• Pending

37


DetailsField

Typestring

TaxID__c


DescriptionTax Identification Number associated with this financial account.

Typepicklist

TaxStatus__c


DescriptionType of tax treatment this financial account qualifies for. Valid values:

• Nonqualified

• Qualified

Typepicklist

TimeHorizon__c


DescriptionInvestment time frame for this financial account. Valid values:

• Long Term

• Medium Term

• Short Term

FinancialAccountRole

Represents the role occupied by a person or organizational entity that is involved with a financial account, such as a beneficiary or trustee.


38

FinancialAccountRoleFinancial Services Cloud Standard and Custom Objects

Fields

DetailsField

Typeboolean

Active__c


DescriptionIndicates whether the organizational entity or person currently occupies this role (true) ornot (false).

Typeboolean

Editable__c


DescriptionIndicates whether this field is editable (true) or not (false).

Typedate

EndDate__c


DescriptionEnd date when the organizational entity or person relinquished this role.

Typereference

FinancialAccount__c


DescriptionFinancial account that this role is related to.

Typestring

Name


DescriptionName of the financial account role.

Typereference

RecordTypeId


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DetailsField

DescriptionID of the record type associated with this financial account role.

Typereference

RelatedAccount__c


DescriptionName of the organizational entity that is involved with the financial account.

Typereference

RelatedContact__c


DescriptionName of the person who is involved with the financial account.

Typepicklist

Role__c


DescriptionRole that describes how the organizational entity or person is involved with the financialaccount. Valid values:

When the record type is set to Account Role:

• Corporation

• Foundation

When the record type is set to Contact Role:

• Trustee

• Beneficiary

• Grantor

• Accountant

• Business Manager

Typedate

StartDate__c

PropertiesCreate, Defaulted on create, Filter, Group, Nillable, Sort, Update

DescriptionStart date when the organizational entity or person assumed this role. The default value isthe current date.

40


FinancialGoal

Represents a client’s financial goal, such as college funds or a major purchase.


Fields

DetailsField

Typecurrency

ActualValue__c


DescriptionCurrent amount saved toward goal.

Typedate

CompletionDate__c


DescriptionDate when the goal was reached.

Typetextarea

Description__c

PropertiesCreate, Nillable, Update

DescriptionDescription of the goal.

Typereference

Household__c


DescriptionHousehold that this goal is associated with.

Typecurrency

InitialValue__c

41

FinancialGoalFinancial Services Cloud Standard and Custom Objects

DetailsField


DescriptionStarting amount saved toward goal.

Typedate

LastActivityDate


DescriptionTimestamp for when this goal last had a task or event action associated with the record.

Typedate

LastReferencedDate



Typedate

LastViewedDate



Typestring

Name


DescriptionName of this goal.

Typereference

OwnerId


DescriptionID of the user who created the financial goal record.

Typereference

PrimaryOwner__c

42


DetailsField


DescriptionPrimary owner of this goal.

Typepicklist

Status__c


DescriptionStatus of goal. Valid values:

• Completed

• In Progress

• Not Started

Typedate

TargetDate__c


DescriptionDate when the goal is expected to be reached.

Typecurrency

TargetValue__c


DescriptionAmount required for the goal.

Typepicklist

Type__c


DescriptionPurpose of goal. Valid values:

• Education

• Home Purchase

• Other

• Retirement

43


FinancialHolding

Represents a financial holding in an investment account, such as shares of stock.


Fields

DetailsField

Typepicklist

AssetCategory__c


DescriptionSubcategory of asset type. Valid values:

• U.S. Equity

• Sector Equity

• Allocation

• International Equity

• Alternative

• Commodities

• Taxable Bond

• Municipal Bond

Typepicklist

AssetCategoryName__c


DescriptionMarket capitalization and investing style. Valid values:

• Large Growth

• Large Value

• Large Blend

• Small Growth

• Small Value

• Small Blend

• Mid-Cap Growth

• Mid-Cap Value

44

FinancialHoldingFinancial Services Cloud Standard and Custom Objects

DetailsField

• Mid-Cap Blend

Typepicklist

AssetClass__c


DescriptionMajor category of asset type. Valid values:

• Equities

• Fixed Income

• Cash Equivalents

• Alternative Investments

Typereference

FinancialAccount__c


DescriptionFinancial account that this holding is related to.

Typecurrency

GainLoss__c


DescriptionChange in value since purchase.

Typereference

Household__c


DescriptionHousehold that this holding rolls up to.

Typedate

LastActivityDate


DescriptionTimestamp for when this financial holding last had a task or event action associated withthe record.

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DetailsField

Typedate

LastReferencedDate



Typedate

LastUpdated__c


DescriptionTimestamp for when data for this holding was last updated by an external data source.

Typedate

LastViewedDate



Typecurrency

MarketValue__c


DescriptionCurrent market value.

Typestring

Name


DescriptionName of this holding.

Typepercent

PercentChange__c


DescriptionPercent change in value since purchase.

46


DetailsField

Typecurrency

Price__c


DescriptionCurrent price per share.

Typereference

PrimaryOwner__c


DescriptionPrimary owner of this holding.

Typecurrency

PurchasePrice__c

PropertiesCreate, Filter, Sort, Update

DescriptionPrice per-share at time of purchase.

Typedouble

Shares__c

PropertiesCreate, Filter, Sort, Update

DescriptionNumber of shares held.

Typereference

Symbol__c


DescriptionTicker symbol for the securities held.

LifeEvent

Represents a client’s life event, such as a birth or marriage. Reserved for future use.

47

LifeEventFinancial Services Cloud Standard and Custom Objects


Fields

DetailsField

Typereference

Client__c


DescriptionClient that the life event is related to.

Typetextarea

DiscussionNote__c


DescriptionNotes from client discussions.

Typedate

EventDate__c


DescriptionDate of the life event.

Typepicklist

EventType__c


DescriptionType of life event. Valid values:

• College

• New Baby

• New Business

• New Home

• New Job

• Retirement

48

LifeEventFinancial Services Cloud Standard and Custom Objects

DetailsField

Typereference

FinancialGoal__c


DescriptionFinancial goal that the life event is related to.

Typepicklist

GoalType__c


DescriptionType of financial goal implied by the life event. Valid values:

• Saving for College

• Saving for Retirement

ReciprocalRole

Represents the other entity’s corresponding role in a one-to-one relationship between entities. Reserved for Salesforce internal use.


Fields

DetailsField

Typestring

InverseRole__c


DescriptionThe role that the other entity occupies in the relationship, such as a grandparent to agrandchild, or an owned business to a proprietor.

TypedateTime

LastReferencedDate

49

ReciprocalRoleFinancial Services Cloud Standard and Custom Objects

DetailsField



TypedateTime

LastViewedDate



Typestring

Name


DescriptionName of this reciprocal role.

Typereference

OwnerId

PropertiesCreate, Defaulted on createFilter, Group, Sort, Update

DescriptionID of the user who created the reciprocal role record.

Typereference

RecordTypeId


DescriptionID of the record type associated with this reciprocal role.

Typepicklist

RelationshipType__c


DescriptionType of entities involved in the relationship. Valid values:

• All

• Contact Contact Relation

50

ReciprocalRoleFinancial Services Cloud Standard and Custom Objects

DetailsField

• Account Account Relation

Securities

Represents a security, such as a stock or bond.


Fields

DetailsField

Typestring

CUSIP__c


DescriptionCommittee on Uniform Securities Identification Procedures identification number for thesecurities.

Typepicklist

Exchange__c


DescriptionExchange on which the securities are traded. Valid values:

• NYSE

• NASDAQ

TypedateTime

LastReferencedDate



Typedate

LastUpdated__c

51

SecuritiesFinancial Services Cloud Standard and Custom Objects

DetailsField


DescriptionTimestamp for when data for the securities was last updated by an external data source.

TypedateTime

LastViewedDate



Typestring

Name


DescriptionName of the securities.

Typereference

OwnerId


DescriptionID of the user who created the securities record.

Typecurrency

Price__c


DescriptionCurrent price of the securities.

Typestring

SecuritiesName__c

PropertiesCreate, Filter, Group, idLookup, Sort, Update

DescriptionName that uniquely identifies the securities.

Typestring

SecurityId__c

52

SecuritiesFinancial Services Cloud Standard and Custom Objects

DetailsField


DescriptionID of the securities.

Task Custom Fields

Represents a task associated with a client. Custom fields extend the standard Task object for use in Financial Services Cloud.

Fields

DetailsField Name

Typetextarea

Expectations__c


DescriptionClient expectations that this task relates to.

Typereference

Household__c


DescriptionID of the household associated with the client.

Typetextarea

NextSteps__c


DescriptionNext steps for this client task.

Typetextarea

Objectives__c


DescriptionClient objectives that this task relates to.

53

Task Custom FieldsFinancial Services Cloud Standard and Custom Objects

DetailsField Name

Typepicklist

Regarding__c


DescriptionThe nature of this client task. Valid values:

• Prospecting

• Onboarding

• Client Retention

• Service

54

Task Custom FieldsFinancial Services Cloud Standard and Custom Objects

Documents

Financial Services Cloud Object Reference Guide SERVICES CLOUD STANDARD AND CUSTOM OBJECTS Account Custom Fields Represents information about a client that pertains to their dealings