FinancialGoal

This Financial Goal object is a standard Salesforce object. It represents a financial goal for a person account. This object is available in API version 59.0 and later.

This guide only lists certain information for each object. For more information, including descriptions of the fields, see FinancialGoal in the Financial Services Cloud Developer Guide.

Fields

Field Name Field Label Type Digits Length Precision Scale
ActualAmount Actual Amount currency 18 0
Category Category picklist 40
CompletionDate Completion Date date
CreatedById Created By ID reference 18
CreatedDate Created Date datetime
CurrencyIsoCode Currency ISO Code picklist 3
Description Description string 255
EstimatedSuccessPercent Estimated Success Percent percent 3 0
FinancialPlanId Financial Plan ID reference 18
Frequency Withdrawal Frequency picklist 40
Id Financial Goal ID id 18
InitialAmount Initial Amount currency 18 0
IsDeleted Deleted boolean
LastModifiedById Last Modified By ID reference 18
LastModifiedDate Last Modified Date datetime
LastReferencedDate Last Referenced Date datetime
LastViewedDate Last Viewed Date datetime
Name Name string 255
OwnerId Owner ID reference 18
Priority Priority picklist 255
SourceSystemIdentifier Source System Identifier string 255
StartDate Start Date date
Status Status picklist 255
SystemModstamp System Modstamp datetime
TargetAmount Target Amount currency 18 0
TargetDate Target Date date
Type Type picklist 40