Financial Goal DMO
Represents the money to achieve a financial goal such as education or a home purchase. Provided in the Financial Services Cloud Data Kit. This DMO is available in API version 58 and later.
ssot__FinancialGoal__dlm
Profile
Financial Account
Financial Goal ID (ssot_Id_c).
| DMO Label | DMO Field Label | Cardinality | Related DMO Label | Related DMO Field Label | Data Bundle or Origin |
|---|---|---|---|---|---|
| Financial Goal | Financial Plan ID | Many To One (N:1) | Financial Plan | ID | Financial Services Cloud |
| Financial Goal Party | Financial Goal ID | Many To One (N:1) | Financial Goal | ID | Financial Services Cloud |
| Label | API Name | Description | Data Type | Data Bundle or Origin |
|---|---|---|---|---|
| Actual Value Amount | ssot__ActualValueAmount__c | The actual value of the financial goal. | Number | Financial Services Cloud |
| Completion Date | ssot__CompletionDate__c | Completion date of the financial goal. | Date Time | Financial Services Cloud |
| Currency | ssot__Currency__c | Currency associated with the actual value. | Text | Financial Services Cloud |
| Description | ssot__Description__c | Description of the financial goal. | Text | Financial Services Cloud |
| Estimated Success Percent | ssot__EstimatedSuccessPercent__c | The success percentage that's estimated for the financial goal. | Number | Financial Services Cloud |
| Financial Goal Status | ssot__FinancialGoalStatus__c | Reference to the financial goal status. | Text | Financial Services Cloud |
| Financial Goal ID | ssot__FinancialGoalId__c | Reference to the primary key. | Text | Financial Services Cloud |
| Financial Goal Priority | ssot__FinancialGoalPriority__c | Priority of the financial goal. | Text | Financial Services Cloud |
| Financial Goal Type | ssot__FinancialGoalType__c | Reference to the financial goal type. | Text | Financial Services Cloud |
| Financial Plan ID | ssot__FinancialPlanId__c | Reference to the associated financial plan. | Text | Financial Services Cloud |
| Initial Value Amount | ssot__InitialValueAmount__c | Initial value of the financial goal. | Number | Financial Services Cloud |
| Key Qualifier Financial Goal Id | ssot__KeyQualifierFinancialGoalId__c | |||
| Name | ssot__Name__c | Name of the financial goal. | Text | Financial Services Cloud |
| Party | ssot__PartyId__c | Reference to the related party. | Text | Financial Services Cloud |
| Start Date | ssot__StartDate__c | Start date of the financial goal. | Date Time | Financial Services Cloud |
| Target Date | ssot__TargetDate__c | Target date to achieve the financial goal. | Date Time | Financial Services Cloud |
| Target Value Amount | ssot__TargetValueAmount__c | Target value of the financial goal. | Number | Financial Services Cloud |