The Financial Goal DMO represents an amount of money needed to achieve a financial goal, such as education or a home purchase.
API Name
ssot__FinancialGoal__dlm
Category
Profile
Primary Subject Area
Financial Account
Primary Key Label
Financial Goal ID (ssot_Id_c).
Relationships
| 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 |
Fields
| 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 |
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| 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 |