Field Mapping for Financial Account Party
When you plan to migrate metadata and data for the Financial Account Party object from the Financial Services Cloud managed package to the standard data model, refer to the field mapping.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
In the Financial Services Cloud managed package, account role details are represented using the Financial Account Role object. In the standard data model, account role details are represented using the Financial Account Party object.
Important Starting in Spring ’25, the auto-generated prefix
for the financial account party record name is changed from FAR to FAP. To ensure continued
functionality and accuracy of the records, review and update any object records, custom
queries, Apex class queries, and report filters that currently use the FAR prefix to the new
FAP prefix.
| Managed Package API Name | Managed Package Data Type | Standard API Name | Standard Data Type |
|---|---|---|---|
| Active__c | Checkbox | IsRoleActive | Checkbox |
| EndDate__c | Date | RoleEndDate | Date |
| FinancialAccount__c | Master detail | FinancialAccountId | Master-Detail (Financial Account) |
| RecordTypeId__c | Record Type | — | — |
| RelatedAccount__c | Lookup (Account) | AccountId | Lookup (Account) |
| RelatedContact__c | Lookup (Contact) | ContactId | Lookup (Contact) |
| Role__c | Picklist | Role | Picklist |
| Name__c | String | Name | Auto Number |
| StartDate__c | Date | RoleStartDate | Date |
| SourceSystemd__c | String | SourceSystemIdentifier | External Lookup |
| Editable__c | Checkbox | — | — |
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