Financial Services Cloud Developer Guide

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Financial Services Cloud Developer Guide
Financial Services Cloud Standard Objects
Financial Services Cloud Custom Objects
FinServ Account Custom Fields
FinServ_AccountAccountRelation__c
FinServ AccountContactRelation Custom Fields
FinServ_Alert__c
FinServ_AssetsAndLiabilities__c
FinServ AuthorizationForm Custom Fields
FinServ AuthorizationFormConsent Custom Fields
FinServ AuthorizationFormText Custom Fields
FinServ_BillingStatement__c
FinServ_Card__c
FinServ_ChargesAndFees__c
FinServ Contact Custom Fields
FinServ_ContactContactRelation__c
FinServ_Education__c
FinServ_Employment__c
Event Custom Fields
FinServ_FinancialAccountRole__c
FinServ_FinancialAccount__c
FinServ_FinancialAccountTransaction__c
FinServ_FinancialGoal__c
FinServ_FinancialHolding__c
FinServ_IdentificationDocument__c
FinServ Lead Custom Fields
FinServ_LifeEvent__c
FinServ Opportunity Custom Fields
FinServ_PolicyPaymentMethod__c
FinServ_ReciprocalRole__c
FinServ_Revenue__c
FinServ_Securities__c
FinServ SvcCatalogRequest Custom Fields
FinServ Task Custom Fields
FinServ User Custom Fields
Financial Services Cloud Associated Objects
Apex Reference
Financial Services Cloud Business APIs
Financial Services Cloud Metadata API
Financial Services Cloud Standard Invocable Actions
Financial Services Cloud Tooling API Objects
Financial Services Cloud Custom Metadata Types
Financial Services Cloud Custom Triggers and Validation Rules
Data Processing Engine and Monitor Workflow Services
API End-of-Life Policy
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FinServ_FinancialGoal__c

This Financial Goal object is installed in your Financial Services Cloud Salesforce org when you install the Financial Services Cloud Managed Package. It represents a client’s financial goal, such as college funds or a major purchase.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Fields

Field Details
ActualValue__c
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
Current amount saved toward goal.
CompletionDate__c
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Date when the goal was reached.
CurrencyIsoCode
Type
picklist
Properties
Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
If multiple currencies is enabled, contains the currency ISO code associated with the record.
Description__c
Type
textarea
Properties
Create, Nillable, Update
Description
Description of the goal.
Household__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Household that this goal is associated with.
InitialValue__c
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
Starting amount saved toward goal.
LastActivityDate
Type
date
Properties
Filter, Group, Nillable, Sort
Description
Timestamp for when this goal last had a task or event action associated with the record.
LastReferencedDate
Type
date
Properties
Filter, Nillable, Sort,
Description
Timestamp for when the current user last viewed a record related to this record.
LastViewedDate
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Timestamp for when the current user last viewed this record.
Name
Type
string
Properties
Create, Defaulted on create, Filter, Group, idLookup, Nillable, Sort, Update
Description
Name of this goal.
OwnerId
Type
reference
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
ID of the user who created the financial goal record.
PrimaryOwner__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Primary owner of this goal.
SourceSystemId__c
Type
string
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
ID that uniquely identifies the goal in an external data source.
Status__c
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Status of goal. Valid values:
  • Completed
  • In Progress
  • Not Started
TargetDate__c
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Date when the goal is expected to be reached.
TargetValue__c
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
Amount required for the goal.
Type__c
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Purpose of goal. Valid values:
  • Education
  • Home Purchase
  • Other
  • Retirement