---
schema_version: "1"
id: 8b2ad4b7074040e57dace70eac08306d537c6ebf7bb5a3f296c7a5c0476fe5b4
title: FinServ_FinancialGoal__c
collection: legacydeveloper
version: current
locale: en-us
portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/financial_services_cloud_object_reference/sforce_api_objects_financialgoal.md
canonical_url: https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_objects_financialgoal.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: f05242a7db66b7fb22336deb5449ca94e6d7c39ee6da0cc7200d34b3601bc044
description: This Financial Goal object is installed in your Financial Services Cloud Salesforce org when you install the Financial Services Cloud Managed Package. It represents a client’s financial goal, such as college funds or a major purchase.
---
# FinServ\_FinancialGoal\_\_c

This Financial Goal object is installed in your Financial Services Cloud Salesforce org when you install the Financial Services Cloud Managed Package. It represents a client’s financial goal, such as college funds or a major purchase.

## Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

## Fields

### ActualValue\_\_c

- **Type**: currency
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: Current amount saved toward goal.

### CompletionDate\_\_c

- **Type**: date
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Date when the goal was reached.

### CurrencyIsoCode

- **Type**: picklist
- **Properties**: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- **Description**: If multiple currencies is enabled, contains the currency ISO code associated with the record.

### Description\_\_c

- **Type**: textarea
- **Properties**: Create, Nillable, Update
- **Description**: Description of the goal.

### Household\_\_c

- **Type**: reference
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Household that this goal is associated with.

### InitialValue\_\_c

- **Type**: currency
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: Starting amount saved toward goal.

### LastActivityDate

- **Type**: date
- **Properties**: Filter, Group, Nillable, Sort
- **Description**: Timestamp for when this goal last had a task or event action associated with the record.

### LastReferencedDate

- **Type**: date
- **Properties**: Filter, Nillable, Sort,
- **Description**: Timestamp for when the current user last viewed a record related to this record.

### LastViewedDate

- **Type**: date
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Timestamp for when the current user last viewed this record.

### Name

- **Type**: string
- **Properties**: Create, Defaulted on create, Filter, Group, idLookup, Nillable, Sort, Update
- **Description**: Name of this goal.

### OwnerId

- **Type**: reference
- **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update
- **Description**: ID of the user who created the financial goal record.

### PrimaryOwner\_\_c

- **Type**: reference
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Primary owner of this goal.

### SourceSystemId\_\_c

- **Type**: string
- **Properties**: Create, Filter, Group, idLookup, Nillable, Sort, Update
- **Description**: ID that uniquely identifies the goal in an external data source.

### Status\_\_c

- **Type**: picklist
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Status of goal. Valid values:
    - Completed
    - In Progress
    - Not Started

### TargetDate\_\_c

- **Type**: date
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Date when the goal is expected to be reached.

### TargetValue\_\_c

- **Type**: currency
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: Amount required for the goal.

### Type\_\_c

- **Type**: picklist
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Purpose of goal. Valid values:
    - Education
    - Home Purchase
    - Other
    - Retirement