Data Cloud Reference Guide
jFinancial Goal DMO
Represents the money to achieve a financial goal such as education or home purchase.
Provided in the Financial Services Cloud Data Kit. This DMO is available in API version 58 and
later.
API Name
ssot__FinancialGoal__dlm
Category
Profile
Primary Subject Area
Financial Account
Primary Key Label
Financial Goal ID (ssot_Id_c).
Relationships
| DMO Label | DMO Field Label | Cardinality | Related DMO Label | Related DMO Field Label | Data Bundle or Origin |
|---|---|---|---|---|---|
| Financial Goal | Financial Plan ID | Many To One (N:1) | Financial Plan | ID | Financial Services Cloud |
| Financial Goal Party | Financial Goal ID | Many To One (N:1) | Financial Goal | ID | Financial Services Cloud |
Fields
| Label | API Name | Description | Data Type | Data Bundle or Origin |
|---|---|---|---|---|
| Actual Value Amount | ssot__ActualValueAmount__c | The actual value of the financial goal. | Number | Financial Services Cloud |
| Completion Date | ssot__CompletionDate__c | The financial goal completion date. | Date Time | Financial Services Cloud |
| Currency | ssot__Currency__c | The currency associated with the value. | Text | Financial Services Cloud |
| Description | ssot__Description__c | The financial goal description. | Text | Financial Services Cloud |
| Estimated Success Percent | ssot__EstimatedSuccessPercent__c | The success percentage that's estimated for the financial goal. | Number | Financial Services Cloud |
| Financial Goal Status | ssot__FinancialGoalStatus__c | The financial goal status. | Text | Financial Services Cloud |
| Financial Goal ID | ssot__FinancialGoalTd__c | The primary key. | Text | Financial Services Cloud |
| Financial Goal Priority | ssot__FinancialGoalPriority__c | The priority of the financial goal. | Text | Financial Services Cloud |
| Financial Goal Type | ssot__FinancialGoalType__c | The financial goal type. | Text | Financial Services Cloud |
| Financial Plan ID | ssot__FinancialPlanId__c | The associated financial plan. | Text | Financial Services Cloud |
| Initial Value Amount | ssot__InitialValueAmount__c | The initial value of the financial goal. | Number | Financial Services Cloud |
| Key Qualifier Financial Goal Id | ssot__KeyQualifierFinancialGoalId__c | |||
| Name | ssot__Name__c | The financial goal name. | Text | Financial Services Cloud |
| Start Date | ssot__StartDate__c | The start date of the financial goal. | Date Time | Financial Services Cloud |
| Target Date | ssot__TargetDate__c | The financial goal target date. | Date Time | Financial Services Cloud |
| Target Value Amount | ssot__TargetValueAmount__c | The financial goal target value. | Number | Financial Services Cloud |