Fsc Dev Guide

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FINANCIAL SERVICES CLOUD DEVELOPER GUIDE

FINANCIAL SERVICES CLOUD STANDARD AND CUSTOM OBJECTS

Applicant
ApplicationForm
ApplicationFormProduct
Account Custom Fields
AccountAccountRelation
AccountContactRelation Standard and Custom Fields
AccountParticipant
Alert
AssetsAndLiabilities
AuthFormRequestRecord
AuthorizationForm Custom Fields
AuthorizationFormConsent Custom Fields
AuthorizationFormText Custom Fields
AuthorizedInsuranceLine
Award
Banker
BillingStatement
BranchUnit
BranchUnitBusinessMember
BranchUnitCustomer
BranchUnitRelatedRecord
BusinessLicense
BusinessMilestone
BusinessProfile
Card
CaseGatewayRequest
ChargesAndFees
Claim
ClaimCase
ClaimCoverage
ClaimCoveragePaymentDetail
ClaimCovPaymentAdjustment
ClaimCovReserveAdjustment
ClaimFinancialSettings
ClaimItem
ClaimParticipant
ClaimPayoutPlan
ClaimPaymentSummary
ClaimRecovery
ClaimTeamMember
Contact Custom Fields
ContactContactRelation
ContractGroupPlan
ContractGroupPlanGroupClass
CoverageType
CustomerProperty
CustomObjectParticipant
DataUsePurpose Custom Fields
Dispute
DisputeItem
DisputeItemMerchantAlert
DistributorAuthorization
DocChkItemValidatedTarget
DocumentCategory
DocumentCategoryDocumentType
DocumentChecklistItem
DocumentType
Education
Employment
Event Custom Fields
FinancialAccount
FinancialAccountRole
FinancialAccountTransaction
FinancialDeal
FinancialDealAsset
FinancialDealBid
FinancialDealInteraction
FinancialDealParty
FinancialDealParticipant
FinancialDealProduct
FinancialGoal
FinancialGoal
FinancialGoalFunding
FinancialGoalParty
FinancialHolding
FinancialPlan
FinclDealInteractionSummary
FlowOrchestrationInstRelaObj
GroupCensus
GroupCensusMember
GroupCensusMemberPlan
GroupClass
GroupClassContribution
InfoAuthorizationRequest
InfoAuthRequestForm
IdentificationDocument
IdentityDocument
IdentityVerification
InsPolicyTransactionDetail
InsuranceClaimAsset
InsuranceContract
InsurancePolicy
InsurancePolicyAsset
InsurancePolicyCoverage
InsurancePolicyMemberAsset
InsurancePolicyParticipant
InsurancePolicySurcharge
InsurancePolicyTransaction
InsuranceProfile
Interaction
IntegrationProviderAttr
IntegrationProviderDef
InteractionAttendee
InteractionParticipant
InteractionRelatedAccount
InteractionSumDiscussedAccount
InteractionSummary
InteractionSummaryParticipant
Lead Custom Fields
LifeEvent
LoanApplicant
LoanApplicantAddress
LoanApplicantAsset
LoanApplicantDeclaration
LoanApplicantEmployment
LoanApplicantIncome
LoanApplicantLiability
LoanApplicationAsset
LoanApplicationFinancial
LoanApplicationLiability
LoanApplicationProperty
LoanApplicationTitleHolder
MultipartyInfoAuthRequest
Opportunity Custom Fields
OpportunityParticipant
PartyCertifiedCapacity
PartyIncome
ParticipantRole
PartyIdentityVerification
PartyIdentityVerificationStep
PartyProfile
PartyProfileAddress
PartyProfileRisk
PartyScreeningStep
PartyScreeningSummary
PaymentRequest
PaymentRequestLine
PersonEducation
PersonLifeEvent
PolicyPaymentMethod
Producer
ProducerCommission
ProducerPolicyAssignment
ProductCoverage
QuoteLineItemGroupClass
ReciprocalRole
RelatedRecordAssocCriteria
ResidentialLoanApplication
Revenue
Securities
SecuritiesHolding
SvcCatalogItemAttribute
SvcCatalogItemDependency
SvcCatalogRequest Custom Fields
TagCategory
Task Custom Fields
User Custom Fields
UserFinancialAuthority
WealthAppConfig
WorkerCompCoverageClass

FINANCIAL SERVICES CLOUD ASSOCIATED OBJECTS

StandardObjectNameChangeEvent
StandardObjectNameFeed
StandardObjectNameHistory
StandardObjectNameOwnerSharingRule
StandardObjectNameShare

ConnectApi Namespace
commonserviceexcellence Namespace
disputemanagement Namespace
fsccomplaintmanagement Namespace
fschousehold Namespace
fscserviceprocesses Namespace
fscwmgen Namespace
industriespersonalizedfinance Namespace

FINANCIAL SERVICES CLOUD BUSINESS APIS

REST Reference

FINANCIAL SERVICES CLOUD METADATA API

AccountRelationhipShareRule
AssessmentQuestion
AssessmentQuestionSet
ClaimFinancialSettings
DocumentChecklistSettings
Flow for Financial Services Cloud
Icon
IndustriesSettings
OmniScript
ParticipantRole
RelatedRecordAssocCriteria
RelationshipGraphDefinition

FINANCIAL SERVICES CLOUD STANDARD INVOCABLE ACTIONS

Create Financial Records Actions
Create Integration Plan
Get Assessment Response Summary
Run Integration Plan

FINANCIAL SERVICES CLOUD TOOLING API OBJECTS

ClaimFinancialSettings
RelationshipGraphDefinition
RevenueSourceCategoryConfig
RevenueSourceObjectConfig

Discovery Framework Tooling API Objects

FINANCIAL SERVICES CLOUD CUSTOM METADATA TYPES

Financial Services Cloud Custom Metadata Types
IndividualRecordTypeMapper
GroupRecordTypeMapper
ReferralRecordTypeMapper

RULES

Financial Services Cloud Custom Triggers
Financial Services Cloud Custom Validation Rules