Financial Goal DMO

Object Properties

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

Relationships

• FinancialPlanId has a FOREIGNKEY relationship with the Financial Plan DMO Id field.

Fields

• ActualValueAmount
• cdp_sys_record_currency
• CompletionDate
• CreatedDate
• Currency
• DataSourceId
• DataSourceObjectId
• Description
• EstimatedSuccessPercent
• FinancialGoalPriority
• FinancialGoalStatus
• FinancialGoalType
• FinancialPlanId
• Id
• InitialValueAmount
• InternalOrganizationId
• KQ_FinancialPlanId
• KQ_Id
• Name
• StartDate
• TargetDate
• TargetValueAmount

ActualValueAmount

• Field API Name: ssot__ActualValueAmount__c
• Data Type: DOUBLE
• Description: Actual Value of the Financial Goal.

cdp_sys_record_currency

• Field API Name: ssot__cdp_sys_record_currency__c
• Data Type: TEXT
• Description: System-generated metadata field that stores a 3-letter ISO currency code.

CompletionDate

• Field API Name: ssot__CompletionDate__c
• Data Type: DATETIME
• Description: The date and time of the completion date.

CreatedDate

• Field API Name: ssot__CreatedDate__c
• Data Type: DATETIME
• Description: The date and time the record was originally created.

Currency

• Field API Name: ssot__Currency__c
• Data Type: TEXT
• Description: ISO 4217 currency code associated with the record.

DataSourceId

• Field API Name: ssot__DataSourceId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

DataSourceObjectId

• Field API Name: ssot__DataSourceObjectId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

Description

• Field API Name: ssot__Description__c
• Data Type: TEXT
• Description: Description of the Financial Goal.

EstimatedSuccessPercent

• Field API Name: ssot__EstimatedSuccessPercent__c
• Data Type: DOUBLE
• Description: The success percentage that's estimated for the financial goal.

FinancialGoalPriority

• Field API Name: ssot__FinancialGoalPriority__c
• Data Type: TEXT
• Description: The priority of the Financial Goal. For example, HIGH, MEDIUM, LOW.

FinancialGoalStatus

• Field API Name: ssot__FinancialGoalStatus__c
• Data Type: TEXT
• Description: Reference to the Financial Goal Status.

FinancialGoalType

• Field API Name: ssot__FinancialGoalType__c
• Data Type: TEXT
• Description: Reference to the Financial Goal Type.

FinancialPlanId

• Field API Name: ssot__FinancialPlanId__c
• Data Type: TEXT
• Description: Reference to the associated financial plan.

Id

• Field API Name: ssot__Id__c
• Data Type: TEXT
• Description: Required. A unique, system-generated identifier for this FinancialGoal record. Maximum size is 15 characters.

InitialValueAmount

• Field API Name: ssot__InitialValueAmount__c
• Data Type: DOUBLE
• Description: Initial Value of the Financial Goal.

InternalOrganizationId

• Field API Name: ssot__InternalOrganizationId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

KQ_FinancialPlanId

• Field API Name: KQ_FinancialPlanId__c
• Data Type: TEXT
• Description: Key Qualifier system field for FinancialPlanId

KQ_Id

• Field API Name: KQ_Id__c
• Data Type: TEXT
• Description: Key Qualifier system field for Id

Name

• Field API Name: ssot__Name__c
• Data Type: TEXT
• Description: Name of the Financial Goal.

StartDate

• Field API Name: ssot__StartDate__c
• Data Type: DATEONLY
• Description: The start date of the financial goal.

TargetDate

• Field API Name: ssot__TargetDate__c
• Data Type: DATETIME
• Description: The date and time of the target date.

TargetValueAmount

• Field API Name: ssot__TargetValueAmount__c
• Data Type: DOUBLE
• Description: Target Value of the Financial Goal.