---
schema_version: "1"
id: 4207aae9f263247bab814e444246c43d830b7630a775e1cae6776d60094638f8
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/std_dmos/c360dm-si-financialplandmo-dmo.md
canonical_url: https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-financialplandmo-dmo.html
source_site: developer.salesforce.com
content_type: documentation
content_hash: 9b501b7bc63ebcc1687732f0ae130329dac60987ab68386ac50dea34be41dc1b
products:
  - Data 360 DMO and Mapping Guide
  - Data 360 Developer Documentation
---
# Financial Plan DMO

## Object Properties

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

## Relationships

- **PartyId** has a FOREIGNKEY relationship with the [Party DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-partydmo-dmo.md) `Id` field.


## Fields

- [cdp_sys_record_currency](#cdp_sys_record_currency)
- [DataSourceId](#datasourceid)
- [DataSourceObjectId](#datasourceobjectid)
- [Description](#description)
- [EstimatedSuccessPercent](#estimatedsuccesspercent)
- [FinancialPlanStatus](#financialplanstatus)
- [FinancialPlanType](#financialplantype)
- [Id](#id)
- [InternalOrganizationId](#internalorganizationid)
- [KQ_Id](#kq_id)
- [KQ_PartyId](#kq_partyid)
- [Name](#name)
- [PartyId](#partyid)
- [StartDate](#startdate)

### 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.

### 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 Plan.

### EstimatedSuccessPercent

- **Field API Name:** `ssot__EstimatedSuccessPercent__c`
- **Data Type:** DOUBLE
- **Description:** The success percentage that's estimated for the financial plan.

### FinancialPlanStatus

- **Field API Name:** `ssot__FinancialPlanStatus__c`
- **Data Type:** TEXT
- **Description:** Refers to the financial plan status. For example, Not Started, In Progress, Completed.

### FinancialPlanType

- **Field API Name:** `ssot__FinancialPlanType__c`
- **Data Type:** TEXT
- **Description:** Refers to the financial plan type. For example, Education, Retirement, Home Purchase.

### Id

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

### InternalOrganizationId

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

### KQ_Id

- **Field API Name:** `KQ_Id__c`
- **Data Type:** TEXT
- **Description:** Key Qualifier system field for Id

### KQ_PartyId

- **Field API Name:** `KQ_PartyId__c`
- **Data Type:** TEXT
- **Description:** Key Qualifier system field for PartyId

### Name

- **Field API Name:** `ssot__Name__c`
- **Data Type:** TEXT
- **Description:** Name of the Financial Plan.

### PartyId

- **Field API Name:** `ssot__PartyId__c`
- **Data Type:** TEXT
- **Description:** Reference to the associated party.

### StartDate

- **Field API Name:** `ssot__StartDate__c`
- **Data Type:** DATEONLY
- **Description:** Start Date of the Financial Plan.