Financial Goal Update

Update a financial goal and its members.

Resource

1/connect/financialplanning/financialgoals/goalId

Available version

59.0

Requires Chatter

HTTP methods

PATCH

Request body for PATCH

JSON example

In this example, carType and role are custom fields.

1{
2  "financialGoal": {
3    "completionDate": "2024-06-01",
4    "description": "Cars for commuting",
5    "targetAmount": "$55000.00",
6    "targetDate": "2024-06-01",
7    "customFields": {
8      "carType": "New luxury car and used car"
9    }
10  },
11  "addFinancialGoalParties": [
12    {
13      "accountId": "001xx000003GYyJAAV",
14      "customFields": {
15        "role": "Auto purchaser daughter"
16      }
17    }
18  ]
19}

Properties

Name	Type	Description	Required or Optional	Available Version
`addFinancialGoalParties`	Financial Goal Party Input[]	Goal members to be added to the Financial Goal.	Optional	59.0
`financialGoal`	Financial Goal Input	Financial Goal data.	Required	59.0
`removeFinancialGoalParties`	Financial Goal Party Input[]	Goal members to be removed from the Financial Goal.	Optional	59.0

Response body for PATCH

Financial Goal Patch Output

Financial Services Cloud Developer Guide

Financial Goal Update