Financial Services Cloud Developer Guide
jFinServ_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
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