How Are Financial Accounts Modeled?
You can either use standard objects or managed package objects to represent financial accounts and the parties involved with their financial accounts.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
Model Financial Information by Using Financial Services Cloud Managed Package Objects
| OBJECT | REPRESENTS | RECORD TYPES |
|---|---|---|
| Financial Account | A financial account, such as a brokerage account or bank account. |
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| Charges and Fees | The charges and fees taken for servicing a Financial Account. Record types differentiate between “line of credit" (Credit) and "deposit" (Debit) accounts. |
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| Financial Account Role | The role occupied by a person or organizational entity that is involved with a financial account, such as a beneficiary or trustee. |
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| Financial Account Transaction | The transactions that have taken place on a Financial Account. | |
| Billing Statement | Periodic summary of purchases, deposits, interest, fees, and charges against a Financial Account. Record types differentiate statement content and layouts between “line of credit" (Credit) and "deposit" (Debit) accounts. |
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| Card | The cards to access funds in a Financial Account. | |
| Financial Holding | A holding in an investment account, such as 10,000 shares of Salesforce (CRM). | |
| Securities | An asset that is part of a financial holding, such as a stock. |
Model Financial Information by Using Financial Account and Related Standard Objects
| OBJECT | REPRESENTS | FIELDS and PICKLIST VALUES |
|---|---|---|
| Financial Account | A financial account, such as a brokerage account or bank account. | The Type field with these picklist values is used to represent different types of financial accounts:
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| Financial Account Party | Details about the role played by a person or organization involved with a financial account, such as a beneficiary, owner, and a trustee. | — |
| Financial Account Balance | Details about the financial account balances. | The Type field with these picklist values is used to represent different types of financial account balances:
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| Financial Account Transaction | Details about the transactions associated with a financial account. | |
| Financial Account Address | Details about each address related to a financial account, such as communication address, billing address, and statement address. | The Type field with these picklist values is used to represent different types of financial account addresses:
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| Financial Account Statement | Details about a financial account statement. | The Type field with these picklist values is used to represent different types of financial statements:
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| Financial Account Fee | The fee that's applicable on the financial account to service various requests, such as a request for stop payment or a duplicate card. | The Type field with these picklist values is used to represent different types of financial fees:
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| Issued Card | Details about the card issued to a customer, such as debit card, credit card, prepaid card, gift card, and any other card type. | The Type field with these picklist values is used to represent different types of cards:
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| Securities Holding | A holding in an investment account, such as 10,000 shares of Salesforce (CRM). | |
| Financial Security | A financial security, such as a stock or bond. |
