FinancialAccountStatement
Represents a periodic statement summary for a financial account. This
object is available in API version 60.0 and later.
Supported Calls
create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()
Special Access Rules
Automotive and Vehicle and Asset Finance must be
enabled.
Fields
Description
- Type: string
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: The description of the financial account statement.
EndDate
- Type: date
- Properties: Create, Filter, Group, Sort, Update
- Description: Indicates the end date of the financial account statement period.
FinancialAccountId
- Type: reference
- Properties: Create, Filter, Group, Sort
- Description: The financial account associated with the financial account statement. This field is a relationship field.
- Relationship Name: FinancialAccount
- Relationship Type: Lookup
- Refers To: FinancialAccount
LastReferencedDate
- Type: dateTime
- Properties: Filter, Nillable, Sort
- Description: The most recent date when a user referenced this record.
LastViewedDate
- Type: dateTime
- Properties: Filter, Nillable, Sort
- Description: The most recent date when a user viewed this record.
Name
- Type: string
- Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
- Description: The name of the record.
SourceSystemIdentifier
- Type: string
- Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
- Description: The unique identifier of the financial account statement in an external system.
StartDate
- Type: date
- Properties: Create, Filter, Group, Sort, Update
- Description: Indicates the start date of the financial account statement period.
Type
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Specifies the statement type. Possible values are: Account Closure Statement, Balance Statement, or Periodic Statement.
Url
- Type: url
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: The URL of the statement attachment or file.
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.
- FinancialAccountStatementChangeEvent: Change events are available for the object.
- FinancialAccountStatementFeed: Feed tracking is available for the object.
- FinancialAccountStatementHistory: History is available for tracked fields of the object.