FinancialPlan

Represents a financial plan for a person account. This object is available in API version 59.0 and later.

Supported Calls

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

Fields

AccountId

Type: reference
Properties: Create, Filter, Group, Sort, Update
Description: The household to which the financial plan is associated.
This field is a relationship field.
Relationship Name: Account
Relationship Type: Lookup
Refers To: Account

Description

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

EstimatedSuccessPercent

Type: percent
Properties: Create, Filter, Nillable, Sort, Update
Description: The success percentage that's estimated for the financial plan.

Name

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

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

SourceSystemIdentifier

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

StartDate

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

Status

Type: picklist
Properties: Create, Filter, Group, Restricted picklist, Sort, Update
Description: Specifies the status of the finanical plan.
Possible values:
- Completed
- InProgress—In Progress
- NotStarted—Not Started

Type

Type: picklist
Properties: Create, Filter, Group, Sort, Update
Description: Specifies the type of financial plan.
Possible values:
- Education
- Other
- Retirement

Financial Services Cloud Developer Guide