Financial Goal Update
Update a financial goal and its members and funding.
- Resource
-
/connect/financialplanning/financialgoals/goalId
- Available version
- 59.0
- Requires Chatter
- No
- HTTP methods
- PATCH
- Request body for PATCH
-
- JSON example
-
In this example, carType, role, and FSC9__FinancialAccount__c are custom fields.
{ "financialGoal": { "completionDate": "2024-06-01", "description": "Cars for commuting", "targetAmount": "$55000.00", "targetDate": "2024-06-01", "customFields": { "carType": "New luxury car and used car" } }, "addFinancialGoalParties": [ { "accountId": "001xx000003GYyJAAV", "customFields": { "role": "Auto purchaser daughter" } } ], "addFinancialGoalFundings": [ { "amount": 2000, "currencyIsoCode": "USD", "customFields": { "FSC9__FinancialAccount__c": "a0HSG0000000AfJ2AV" } } ] }
- Properties
-
Name Type Description Required or Optional Available Version addFinancialGoalFundings Financial Goal Funding Input[] Financial Accounts to be added to the Financial Goal. Optional 60.0 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 for 59.0, Optional for 60.0 59.0 removeFinancialGoalFundings Financial Goal Funding Input[] Financial Accounts to be removed from the Financial Goal. Optional 60.0 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