Financial Plan DMO

The Financial Plan DMO is a Data Cloud data model object (DMO) for a financial plan for a person account.

API Name 

ssot__FinancialPlan_dlm

Category 

Profile

Primary Subject Area 

Financial Account

Primary Key Label 

Financial Plan ID (ssot_Id_c).

Relationships 
DMO LabelDMO Field LabelCardinalityRelated DMO LabelRelated DMO Field LabelData Bundle or Origin
Financial PlanParty IdMany To One (N:1)PartyIdFinancial Services Cloud

Fields 
LabelAPI NameDescriptionData TypeData Bundle or Origin
Descriptionssot__Description__cThe description of the financial plan.TextFinancial Services Cloud
Estimated Success Percentssot__EstimatedSuccessPercent__cThe success percentage that's estimated for the financial plan.NumberFinancial Services Cloud
Financial Plan Idssot__FinancialPlanId__cPrimary key.TextFinancial Services Cloud
Financial Plan Statusssot__FinancialPlanStatus__cThe status of the financial plan.TextFinancial Services Cloud
Financial Plan Typessot__FinancialPlanType__cThe type of the financial plan.TextFinancial Services Cloud
Namessot__Name__cThe name of the financial plan.TextFinancial Services Cloud
Partyssot__Party__cThe related party.TextFinancial Services Cloud
Start Datessot__StartDate__cThe start date of the financial plan.DateFinancial Services Cloud

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Model Data in Data Cloud
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Account DMO
Account Contact DMO
Affiliation DMO
Agent Service Presence DMO
Agent Work DMO
Applicant DMO
Agent Work Skill DMO
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Asset Service Level Objective Consequence DMO
Authorization Form DMO
Authorization Form Consent DMO
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Communication Subscription DMO
Communication Subscription Channel Type DMO
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Communication Subscription Timing DMO
Consent Action DMO
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Contact Point Address DMO
Contact Point App DMO
Contact Point Consent DMO
Contact Point Digital ID DMO
Contact Point Email DMO
Contact Point Phone DMO
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Conversation Entry Transcript Excerpt DMO
Conversation Reason DMO
Conversation Reason Category DMO
Conversation Reason Report Definition DMO
Conversation Reason Report Segment Def DMO
Data Use Legal Basis DMO
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Data Use Purpose Consent Action DMO
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Email Message DMO
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Engagement Channel Type DMO
Engagement Channel Type Consent DMO
Engagement Topic DMO
Financial Account Balance DMO
Financial Account DMO
Financial Account Fee DMO
Financial Account Interest Rate DMO
Financial Account Limit DMO
Financial Account Party DMO
Financial Account Transaction DMO
Financial Application DMO
Financial Application Item DMO
Financial Application Item Proposal DMO
Financial Customer DMO
Financial Goal DMO
Financial Goal Funding DMO
Financial Goal Party DMO
Financial Holding DMO
Financial Plan DMO
Financial Security DMO
Flow DMO
Flow Element DMO
Flow Element Run DMO
Flow Run DMO
Flow Version DMO
Flow Version Occurrence DMO
Goods Product DMO
Individual DMO
Insurance Policy DMO
Interest Tag Definition DMO
Investment Account DMO
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Loan Account DMO
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Loyalty Ledger DMO
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Loyalty Program DMO
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Loyalty Program Member Promotion DMO
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Loyalty Tier Benefit DMO
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Loyalty Transaction Journal DMO
Market Journey Activity DMO
Master Product DMO
Market Segment DMO
Member Benefit DMO
Message Engagement DMO
Network Usage DMO
Operating Hours DMO
Opportunity DMO
Opportunity Product DMO
Order Delivery Method DMO
Party Consent DMO
Party DMO
Party Expense DMO
Party Financial Asset DMO
Party Financial Liability DMO
Party Identification DMO
Party Income DMO
Party Interest Tag DMO
Payment Method DMO
Person Life Event DMO
Privacy Consent Log DMO
Product Browse Engagement DMO
Product Catalog DMO
Product Catalog Category DMO
Product Category DMO
Product Category Product DMO
Product Order Engagement DMO
Promotion DMO
Record Alert DMO
Promotion Loyalty Partner Product DMO
Sales Order DMO
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Sales Store DMO
Service Presence Status DMO
Shopping Cart Engagement DMO
Shopping Cart Event Type DMO
Shopping Cart Product Engagement DMO
Skill DMO
SMS Publication DMO
SMS Template DMO
Software Application DMO
Survey DMO
Survey Invitation DMO
Survey Question DMO
Survey Question Response DMO
Survey Question Section DMO
Survey Response DMO
Survey Subject DMO
Survey Version DMO
User DMO
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Voucher DMO
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Web Search Engagement DMO
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Starter Data Bundles