対応している・対応していない Salesforce Financial Services Cloud オブジェクト

バックアップおよびリストアで対応・未対応の Salesforce Financial Services Cloud を確認するには、以下の表を参照してください。Salesforce Financial Services Cloud プラットフォーム オブジェクトに関する詳細を表示する場合は、Financial Services Cloud 開発者ガイド を参照してください。

オブジェクト名

バックアップでの対応状態

リストアでの対応状態

アカウントのカスタム項目

AccountAccountRelation

AccountContactRelation

AccountParticipant

Alert

AssetsAndLiabilities

AuthFormRequestRecord

AuthorizationFormConsent

AuthorizationFormText

AuthorizedInsuranceLine

Award

Banker

BillingStatement

BranchUnit

BranchUnitBusinessMember

BranchUnitBusinessMember

BranchUnitRelatedRecord

BusinessLicense

BusinessMilestone

BusinessProfile

Card

CaseGatewayRequest

CaseGatewayRequest

Claim

ClaimCase

ClaimCoverage

ClaimCoveragePaymentDetail

ClaimCoverageReserveDetail

ClaimCoverageReserveDetail

ClaimCovReserveAdjustment

ClaimFinancialSettings

ClaimItem

ClaimItem

ClaimPaymentSummary

ClaimPayoutPlan

ClaimRecovery

ClaimTeamMember

Contact のカスタム項目

ContactContactRelation

ContractGroupPlan

ContractGroupPlanGroupClass

CoverageType

CustomerProperty

DataUsePurpose

DistributorAuthorization

DocumentChecklistItem

×

DocumentType

Education

Employment

Event のカスタム項目

FinancialAccount

FinancialAccount

FinancialAccount

FinancialDeal

FinancialDeal

FinancialDealBid

FinancialDealInteraction

FinancialDealParticipant

FinancialDealParticipant

FinancialDealProduct

FinancialDealProduct

FinancialHolding

FinclDealInteractionSummary

FinServ__IndustriesAppConfig__c

FinServ__IndustriesSettings__c

FinServ__NextLastInteractionSettings__c

FinServ__RollupByLookupConfig__c

FinServ__RollupByLookupConfig__c

FinServ__UsePersonAccount__c

GroupCensus

GroupCensusMember

GroupCensusMemberPlan

GroupClass

GroupClassContribution

IdentificationDocument

IdentityDocument

InfoAuthorizationRequest

InfoAuthRequestForm

InsPolicyTransactionDetail

InsuranceClaimAsset

InsuranceClaimAsset

InsurancePolicy

InsurancePolicyAsset

InsurancePolicyCoverage

InsurancePolicyMemberAsset

InsurancePolicyParticipant

InsurancePolicySurcharge

InsurancePolicyTransaction

InsuranceProfile

InsuranceProfile

InteractionAttendee

InteractionParticipant

InteractionRelatedAccount

InteractionSumDiscussedAccount

InteractionSummary

InteractionSummaryParticipant

Lead のカスタム項目

LifeEvent

LoanApplicant

LoanApplicantAddress

LoanApplicantAsset

LoanApplicantDeclaration

LoanApplicantEmployment

LoanApplicantIncome

LoanApplicantLiability

LoanApplicationFinancial

LoanApplicationProperty

LoanApplicationTitleHolder

MultipartyInfoAuthRequest

Opportunity のカスタム項目

OpportunityParticipant

ParticipantRole

PartyCertifiedCapacity

PartyIdentityVerification

PartyIdentityVerificationStep

PartyIncome

×

× 

PartyProfile

PartyProfileAddress

PartyProfileRisk

PartyScreeningStep

PartyScreeningSummary

PaymentRequest

PaymentRequestLine

PersonEducation

PersonLifeEvent

PolicyPaymentMethod

Producer

ProducerCommission

ProducerPolicyAssignment

ProductCoverage

RecAlrtDataSrcExpSetDef

×

×

ReciprocalRole

RecordAlert

RecordAlertDataSource

×

RecordAlertDataTranslation

RecordAlertTemplate

ResidentialLoanApplication

Revenue

Securities

SecuritiesHolding

TagCategory

Task のカスタム項目

User のカスタム項目

UserFinancialAuthority

WealthAppConfig

WorkerCompCoverageClass