---
schema_version: "1"
id: f52e2751b3177b99da4fccd8561f35c8be905f1793d350d361b1e019cc75a65d
title: Financial Plan DMO
collection: developer
version: current
locale: en-us
portal_url: https://docs.salesforce.com/developer/current/en-us/data-cloud/data-cloud-dmo-mapping/guides/dmos/c360dm-financial-plan-dmo.md
canonical_url: https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-financial-plan-dmo.html
source_site: developer.salesforce.com
content_type: documentation
content_hash: f4617545b478cfbc0eb6dd75c645e9896d9a1cbc94064436f84e3c1f4778e4d3
products:
  - Data 360 DMO and Mapping Guide
  - Data 360 Developer Documentation
---
# Financial Plan DMO

The Financial Plan DMO represents 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 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 |

## Fields

| 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 |