Financial Plan DMO
Represents a financial plan for a person account. This DMO is available in API version 61 and later.
ssot__FinancialPlan_dlm
Profile
Financial Account
Financial Plan ID (ssot_Id_c).
| DMO Label | DMO Field Label | Cardinality | Related DMO Label | Related DMO Field Label | Data Bundle or Origin |
|---|---|---|---|---|---|
| Financial Plan | Party Id | Many To One (N:1) | Party | Id | Financial Services Cloud |
| Label | API Name | Description | Data Type | Data Bundle or Origin |
|---|---|---|---|---|
| Description | ssot__Description__c | The description of the financial plan. | Text | Financial Services Cloud |
| Estimated Success Percent | ssot__EstimatedSuccessPercent__c | The success percentage that's estimated for the financial plan. | Number | Financial Services Cloud |
| Financial Plan Id | ssot__FinancialPlanId__c | Primary key. | Text | Financial Services Cloud |
| Financial Plan Status | ssot__FinancialPlanStatus__c | The status of the financial plan. | Text | Financial Services Cloud |
| Financial Plan Type | ssot__FinancialPlanType__c | The type of the financial plan. | Text | Financial Services Cloud |
| Name | ssot__Name__c | The name of the financial plan. | Text | Financial Services Cloud |
| Party | ssot__Party__c | The related party. | Text | Financial Services Cloud |
| Start Date | ssot__StartDate__c | The start date of the financial plan. | Date | Financial Services Cloud |