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FinancialPlan

Represents a financial plan 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 FinancialPlan in the Financial Services Cloud Developer Guide.

Fields

Field Name	Field Label	Type	Length	Precision	Scale
`AccountId`	Account ID	reference	18
`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
`Id`	Financial Plan ID	id	18
`IsDeleted`	Deleted	boolean
`LastModifiedById`	Last Modified By ID	reference	18
`LastModifiedDate`	Last Modified Date	datetime
`Name`	Name	string	255
`OwnerId`	Owner ID	reference	18
`SourceSystemIdentifier`	Source System Identifier	string	255
`StartDate`	Start Date	date
`Status`	Financial Plan Status	picklist	255
`SystemModstamp`	System Modstamp	datetime
`Type`	Financial Plan Type	picklist	40

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