FinancialGoal

ActualAmount

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The current amount saved toward the goal.

Category

• Type: picklist
• Properties: Create, Filter, Group, Sort, Update
• Description: Specifies the category of the goal. This field is available in API version 60.0 and later.
• Possible values:
  • Expenditure
  • Capital

CompletionDate

• Type: date
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The date when the financial goal is reached.

CurrencyIsoCode

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
• Description: If multiple currencies is enabled, contains the currency ISO code associated with the record.

Description

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The description of the financial goal.

EstimatedSuccessPercent

• Type: percent
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The estimated success percentage of the financial goal. This field is available in API version 60.0 and later.

FinancialPlanId

• Type: reference
• Properties: Create, Filter, Group, Sort, Update
• Description: ID of the user who created the record.

  The ID of the financial plan associated with the financial goal. This field is available in API version 60.0 and later.

• Relationship Name: FinancialPlan
• Relationship Type: Lookup
• Refers To: FinancialPlan

InitialAmount

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The initial amount saved toward the goal.

LastReferencedDate

• Type: dateTime
• Properties: Filter, Nillable, Sort
• Description: The most recent date on which a user referenced this record.

LastViewedDate

• Type: dateTime
• Properties: Filter, Nillable, Sort
• Description: The most recent date on which a user viewed this record.

Name

• Type: string
• Properties: Create, Filter, Group, idLookup, Sort, Update
• Description: The name of the financial goal.

OwnerId

• Type: reference
• Properties: Create, Defaulted on create, Filter, Group, Sort, Update
• Description: ID of the user who created the record.

  This field is a polymorphic relationship field.

• Relationship Name: Owner
• Relationship Type: Lookup
• Refers To: Group, User

Priority

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
• Description: Specifies the priority of the goal.
• Possible values:
  • HIGH
  • LOW
  • MEDIUM

SourceSystemIdentifier

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The unique identifier for the financial goal in an external system.

StartDate

• Type: date
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The start date of the financial goal.

Status

• Type: picklist
• Properties: Create, Filter, Group, Restricted picklist, Sort, Update
• Description: Specifies the status of the financial goal.
• Possible values:
  • COMPLETED
  • IN_PROGRESS
  • NOT_STARTED

TargetAmount

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The amount required to reach the goal.

TargetDate

• Type: date
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The date when the financial goal is expected to be reached.

Type

• Type: picklist
• Properties: Create, Filter, Group, Sort, Update
• Description: Specifies the type of financial goal.
• Possible values:
  • Education
  • Emergency
  • Home
  • Other
  • Pay off Debt
  • Retirement
  • Vacation
  • Vehicle

WithdrawalFrequency

• Type: picklist
• Properties: Create, Filter, Group, Sort, Update
• Description: The frequency at which the money is withdrawn. This field is available in API version 60.0 and later.
• Possible values:
  • Monthly
  • Weekly
  • Annually

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

financialgoalChangeEvent

Change events are available for the object.

FinancialGoalHistory

History is available for tracked fields of the object.

FinancialGoalOwnerSharingRule

Sharing rules are available for the object.

FinancialGoalShare

Sharing is available for the object.