Financial Goals

Create financial goals, goal members, and goal funding.

Resource

1/connect/financialplanning/financialgoals

Available version

59.0

Requires Chatter

HTTP methods

POST

Request body for POST

JSON example

In this example, carType and role are custom fields.

1{
2  "financialGoals": [
3    {
4      "financialGoal": {
5        "actualAmount": "$1000.00",
6        "completionDate": "2024-05-01",
7        "initialAmount": "$500.00",
8        "description": "Car for commuting",
9        "priority": "P1",
10        "startDate": "2023-05-01",
11        "status": "InProgress",
12        "targetAmount": "$50000.00",
13        "targetDate": "2024-05-01",
14        "name": "Goal1",
15        "type": "Auto",
16        "customFields": {
17          "carType": "New luxury car"
18        }
19      },
20      "financialGoalParties": [
21        {
22          "accountId": "001xx000003GYyJAAW",
23          "customFields": {
24            "role": "Auto purchaser"
25          }
26        },
27        {
28          "accountId": "001xx000005dJCxYAM",
29          "customFields": {
30            "role": "Auto purchaser partner"
31          }
32        }
33      ]
34    }
35  ]
36}

Properties

Name	Type	Description	Required or Optional	Available Version
`financialGoals`	Financial Goal Create Input[]	List of goals and goal members to be created.	Required	59.0

Response body for POST

Financial Goals Create Output

Financial Services Cloud Developer Guide

Financial Goals