Create financial goals, goal members, and goal funding.
Resource
/connect/financialplanning/financialgoals
Available Version
59.0
Requires Chatter
No
HTTP Methods
POST
Request Body for POST
JSON Example
In this example, carType and role are custom fields.
{
"financialGoals": [
{
"financialGoal": {
"actualAmount": "$1000.00",
"completionDate": "2024-05-01",
"initialAmount": "$500.00",
"description": "Car for commuting",
"priority": "P1",
"startDate": "2023-05-01",
"status": "InProgress",
"targetAmount": "$50000.00",
"targetDate": "2024-05-01",
"name": "Goal1",
"type": "Auto",
"customFields": {
"carType": "New luxury car"
}
},
"financialGoalParties": [
{
"accountId": "001xx000003GYyJAAW",
"customFields": {
"role": "Auto purchaser"
}
},
{
"accountId": "001xx000005dJCxYAM",
"customFields": {
"role": "Auto purchaser partner"
}
}
]
}
]
}
Properties
| Name | Type | Description | Required or Optional | Available Version |
|---|---|---|---|---|
| financialGoals | Financial Goal Create Input[] | List of goals and goal members to be created. | Required | 59.0 |