Financial Services Cloud Has New Objects

Credentialing

Store a personʼs or organizationʼs professional awards

Use the new Award object.

Store the licenses of a party role like healthcare provider or producer

Use the new BusinessLicense object.

Store information about professional education for a person in a party role

Use the new PersonEducation object.

Insurance

Store types of claims

Use the new Claim object.

Associate the Claim object with the Case object

Use the new ClaimCase junction object.

Store the participants of a claim

Use the new ClaimParticipant object, a junction object that associates the Claim object with the Account object.

Store the type of coverage

Use the new CoverageType object.

Store the insurable and insured properties of a customer

Use the new CustomerProperty object.

Associate the Claim object with the InsurancePolicyAsset object

Use the new InsuranceClaimAsset junction object.

Store the type of insurance policy

Use the new InsurancePolicy object.

Store the customer property insured through the insurance policy

Use the new InsurancePolicyAsset object.

Associate the InsurancePolicy object with the ProductCoverage object

Use the new InsurancePolicyCoverage object.

Associate the InsurancePolicyAsset object with the InsurancePolicyParticipant object

Use the new InsurancePolicyMemberAsset junction object.

Store the participants of an insurance policy

Use the new InsurancePolicyParticipant object, a junction object that associates the InsurancePolicy object with the Account object. Insurance policy participants include policy owners and beneficiaries.

Store the insurance-related attributes for the insured member

Use the new InsuranceProfile object.

Store the life events of an individual

Use the new PersonLifeEvent object.

Store an agent or an agency selling insurance

Use the new Producer object.

Associate the Product object with the CoverageType object

Use the new ProductCoverage junction object.

Lightning Flow

Store the JSON output from flows and record the data interchange between integrated systems

Use the new CaseGatewayRequest object.

Action Plans

BEHAVIOR CHANGE: For API version 46 and later, supported parent objects are Account, Campaign, Case, Contact, Contract, Lead, and Opportunity as well as custom objects with activities enabled. (In API version 45 and earlier, this field is the ID of the parent Account record that relates to this action plan.)

This change affects the ActionPlan objectʼs TargetId field.

Identify the parent object that relates to this action plan template. This field is available in API version 46.0 and later.

Use the ActionPlanTemplate objectʼs new TargetEntityType field.