Financial Plan DMO

Object API Name: std__FinancialPlanDmo__dlm
Category: Unassigned
Availability: Available in 254 and later versions
Primary Key Field: Id

  • PartyId has a FOREIGNKEY relationship with the Party DMO Id field.
  • Field API Name: std__cdp_sys_record_currency__c
  • Data Type: TEXT
  • Description: System-generated metadata field that stores a 3-letter ISO currency code.
  • Field API Name: std__DataSourceId__c
  • Data Type: TEXT
  • Description: A unique, system-generated identifier for this record.
  • Field API Name: std__DataSourceObjectId__c
  • Data Type: TEXT
  • Description: A unique, system-generated identifier for this record.
  • Field API Name: std__Description__c
  • Data Type: TEXT
  • Description: Description of the Financial Plan.
  • Field API Name: std__EstimatedSuccessPercent__c
  • Data Type: DOUBLE
  • Description: The success percentage that's estimated for the financial plan.
  • Field API Name: std__FinancialPlanStatus__c
  • Data Type: TEXT
  • Description: Refers to the financial plan status. For example, Not Started, In Progress, Completed.
  • Field API Name: std__FinancialPlanType__c
  • Data Type: TEXT
  • Description: Refers to the financial plan type. For example, Education, Retirement, Home Purchase.
  • Field API Name: std__Id__c
  • Data Type: TEXT
  • Description: Required. A unique, system-generated identifier for this FinancialPlan record. Maximum size is 15 characters.
  • Field API Name: std__InternalOrganizationId__c
  • Data Type: TEXT
  • Description: A unique, system-generated identifier for this record.
  • Field API Name: std__NameInterfaceField__c
  • Data Type: TEXT
  • Description: Name of this record.
  • Field API Name: std__PartyId__c
  • Data Type: TEXT
  • Description: Reference to the associated party.
  • Field API Name: std__StartDate__c
  • Data Type: DATEONLY
  • Description: Start Date of the Financial Plan.