Home > User Guide > Appendices > Appendix B - Supported and Unsupported Objects for Backup and Restore > Supported and Unsupported Salesforce Financial Services Cloud Objects

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    Supported and Unsupported Salesforce Financial Services Cloud Objects

    Refer to the following table to view the supported and unsupported Salesforce Financial Services Cloud objects in backup and restore. To learn more details about the objects in the Salesforce Financial Services Cloud platform, see .

    Object NameSupport Status in BackupSupport Status in Restore
    Account Custom FieldsSupportedSupported
    AccountAccountRelationSupportedSupported
    AccountContactRelationSupportedSupported
    AccountParticipantSupportedSupported
    AlertSupportedSupported
    AssetsAndLiabilitiesSupportedSupported
    AuthFormRequestRecordSupportedSupported
    AuthorizationFormConsentSupportedSupported
    AuthorizationFormTextSupportedSupported
    AuthorizedInsuranceLineSupportedSupported
    AwardSupportedSupported
    BankerSupportedSupported
    BillingStatementSupportedSupported
    BranchUnitSupportedSupported
    BranchUnitBusinessMemberSupportedSupported
    BranchUnitCustomerSupportedSupported
    BranchUnitRelatedRecordSupportedSupported
    BusinessLicenseSupportedSupported
    BusinessMilestoneSupportedSupported
    BusinessProfileSupportedSupported
    CardSupportedSupported
    CaseGatewayRequestSupportedSupported
    ChargesAndFeesSupportedSupported
    ClaimSupportedSupported
    ClaimCaseSupportedSupported
    ClaimCoverageSupportedSupported
    ClaimCoveragePaymentDetailSupportedSupported
    ClaimCoverageReserveDetailSupportedSupported
    ClaimCovPaymentAdjustmentSupportedSupported
    ClaimCovReserveAdjustmentSupportedSupported
    ClaimFinancialSettingsSupportedSupported
    ClaimItemSupportedSupported
    ClaimParticipantSupportedSupported
    ClaimPaymentSummarySupportedSupported
    ClaimPayoutPlanSupportedSupported
    ClaimRecoverySupportedSupported
    ClaimTeamMemberSupportedSupported
    Contact Custom FieldsSupportedSupported
    ContactContactRelationSupportedSupported
    ContractGroupPlanSupportedSupported
    ContractGroupPlanGroupClassSupportedSupported
    CoverageTypeSupportedSupported
    CustomerPropertySupportedSupported
    DataUsePurposeSupportedSupported
    DistributorAuthorizationSupportedSupported
    DocumentChecklistItemSupportedUnsupported
    DocumentTypeSupportedSupported
    EducationSupportedSupported
    EmploymentSupportedSupported
    Event Custom FieldsSupportedSupported
    FinancialAccountSupportedSupported
    FinancialAccountRoleSupportedSupported
    FinancialAccountTransactionSupportedSupported
    FinancialDealSupportedSupported
    FinancialDealAssetSupportedSupported
    FinancialDealBidSupportedSupported
    FinancialDealInteractionSupportedSupported
    FinancialDealParticipantSupportedSupported
    FinancialDealPartySupportedSupported
    FinancialDealProductSupportedSupported
    FinancialGoalSupportedSupported
    FinancialHoldingSupportedSupported
    FinclDealInteractionSummarySupportedSupported
    FinServ__IndustriesAppConfig__cSupportedSupported
    FinServ__IndustriesSettings__cSupportedSupported
    FinServ__NextLastInteractionSettings__cSupportedSupported
    FinServ__RollupByLookupConfig__cSupportedSupported
    FinServ__RollupByLookupFilterCriteria__cSupportedSupported
    FinServ__UsePersonAccount__cSupportedSupported
    GroupCensusSupportedSupported
    GroupCensusMemberSupportedSupported
    GroupCensusMemberPlanSupportedSupported
    GroupClassSupportedSupported
    GroupClassContributionSupportedSupported
    IdentificationDocumentSupportedSupported
    IdentityDocumentSupportedSupported
    InfoAuthorizationRequestSupportedSupported
    InfoAuthRequestFormSupportedSupported
    InsPolicyTransactionDetailSupportedSupported
    InsuranceClaimAssetSupportedSupported
    InsuranceContractSupportedSupported
    InsurancePolicySupportedSupported
    InsurancePolicyAssetSupportedSupported
    InsurancePolicyCoverageSupportedSupported
    InsurancePolicyMemberAssetSupportedSupported
    InsurancePolicyParticipantSupportedSupported
    InsurancePolicySurchargeSupportedSupported
    InsurancePolicyTransactionSupportedSupported
    InsuranceProfileSupportedSupported
    InteractionSupportedSupported
    InteractionAttendeeSupportedSupported
    InteractionParticipantSupportedSupported
    InteractionRelatedAccountSupportedSupported
    InteractionSumDiscussedAccountSupportedSupported
    InteractionSummarySupportedSupported
    InteractionSummaryParticipantSupportedSupported
    Lead Custom FieldsSupportedSupported
    LifeEventSupportedSupported
    LoanApplicantSupportedSupported
    LoanApplicantAddressSupportedSupported
    LoanApplicantAssetSupportedSupported
    LoanApplicantDeclarationSupportedSupported
    LoanApplicantEmploymentSupportedSupported
    LoanApplicantIncomeSupportedSupported
    LoanApplicantLiabilitySupportedSupported
    LoanApplicationFinancialSupportedSupported
    LoanApplicationPropertySupportedSupported
    LoanApplicationTitleHolderSupportedSupported
    MultipartyInfoAuthRequestSupportedSupported
    Opportunity Custom FieldsSupportedSupported
    OpportunityParticipantSupportedSupported
    ParticipantRoleSupportedSupported
    PartyCertifiedCapacitySupportedSupported
    PartyIdentityVerificationSupportedSupported
    PartyIdentityVerificationStepSupportedSupported
    PartyIncomeUnsupportedUnsupported 
    PartyProfileSupportedSupported
    PartyProfileAddressSupportedSupported
    PartyProfileRiskSupportedSupported
    PartyScreeningStepSupportedSupported
    PartyScreeningSummarySupportedSupported
    PaymentRequestSupportedSupported
    PaymentRequestLineSupportedSupported
    PersonEducationSupportedSupported
    PersonLifeEventSupportedSupported
    PolicyPaymentMethodSupportedSupported
    ProducerSupportedSupported
    ProducerCommissionSupportedSupported
    ProducerPolicyAssignmentSupportedSupported
    ProductCoverageSupportedSupported
    RecAlrtDataSrcExpSetDefUnsupportedUnsupported
    ReciprocalRoleSupportedSupported
    RecordAlertSupportedSupported
    RecordAlertDataSourceSupportedUnsupported
    RecordAlertDataTranslationSupportedSupported
    RecordAlertTemplateSupportedSupported
    ResidentialLoanApplicationSupportedSupported
    RevenueSupportedSupported
    SecuritiesSupportedSupported
    SecuritiesHoldingSupportedSupported
    TagCategorySupportedSupported
    Task Custom FieldsSupportedSupported
    User Custom FieldsSupportedSupported
    UserFinancialAuthoritySupportedSupported
    WealthAppConfigSupportedSupported
    WorkerCompCoverageClassSupportedSupported