---
schema_version: "1"
id: 6c4b80331f95518f7b19e6e831d1e3d47e1315f7cd51d2beb2c5e932d3c49fb5
title: FinancialGoal
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_financialgoal2.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_financialgoal2.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: 34aa616889597d880eceefd4973d94afdba6b82a20b48572eaa4a71d0cda6383
description: This Financial Goal object is a standard Salesforce object. It represents a financial goal for a person account. This object is available in API version 59.0 and later.
---
# FinancialGoal

This Financial Goal object is a standard Salesforce object. It represents a financial goal for a person account. This object is available in API version 59.0 and later.

## Supported Calls

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

## Fields

### ActualAmount

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

### Category

- **Type**: picklist
- **Properties**: Create, Filter, Group, Sort, Update
- **Description**: Specifies the category of the goal. This field is available in API version 60.0 and later.
- **Possible values**:
    - Expenditure
    - Capital

### CompletionDate

- **Type**: date
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: The date when the financial goal is reached.

### CurrencyIsoCode

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

### Description

- **Type**: string
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: The description of the financial goal.

### EstimatedSuccessPercent

- **Type**: percent
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: The estimated success percentage of the financial goal. This field is available in API version 60.0 and later.

### FinancialPlanId

- **Type**: reference
- **Properties**: Create, Filter, Group, Sort, Update
- **Description**: ID of the user who created the record.
    
    The ID of the financial plan associated with the financial goal. This field is available in API version 60.0 and later.
- **Relationship Name**: FinancialPlan
- **Relationship Type**: Lookup
- **Refers To**: FinancialPlan

### InitialAmount

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

### LastReferencedDate

- **Type**: dateTime
- **Properties**: Filter, Nillable, Sort
- **Description**: The most recent date on which a user referenced this record.

### LastViewedDate

- **Type**: dateTime
- **Properties**: Filter, Nillable, Sort
- **Description**: The most recent date on which a user viewed this record.

### Name

- **Type**: string
- **Properties**: Create, Filter, Group, idLookup, Sort, Update
- **Description**: The name of the financial goal.

### OwnerId

- **Type**: reference
- **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update
- **Description**: ID of the user who created the record.
    
    This field is a polymorphic relationship field.
- **Relationship Name**: Owner
- **Relationship Type**: Lookup
- **Refers To**: Group, User

### Priority

- **Type**: picklist
- **Properties**: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- **Description**: Specifies the priority of the goal.
- **Possible values**:
    - HIGH
    - LOW
    - MEDIUM

### SourceSystemIdentifier

- **Type**: string
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: The unique identifier for the financial goal in an external system.

### StartDate

- **Type**: date
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: The start date of the financial goal.

### Status

- **Type**: picklist
- **Properties**: Create, Filter, Group, Restricted picklist, Sort, Update
- **Description**: Specifies the status of the financial goal.
- **Possible values**:
    - COMPLETED
    - IN\_PROGRESS
    - NOT\_STARTED

### TargetAmount

- **Type**: currency
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: The amount required to reach the goal.

### TargetDate

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

### Type

- **Type**: picklist
- **Properties**: Create, Filter, Group, Sort, Update
- **Description**: Specifies the type of financial goal.
- **Possible values**:
    - Education
    - Emergency
    - Home
    - Other
    - Pay off Debt
    - Retirement
    - Vacation
    - Vehicle

### WithdrawalFrequency

- **Type**: picklist
- **Properties**: Create, Filter, Group, Sort, Update
- **Description**: The frequency at which the money is withdrawn. This field is available in API version 60.0 and later.
- **Possible values**:
    - Monthly
    - Weekly
    - Annually

## Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

[financialgoalChangeEvent](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_change_event.htm "A ChangeEvent object is available for each object that supports Change Data Capture. You can subscribe to a stream of change events using Change Data Capture to receive data tied to record changes in Salesforce. Changes include record creation, updates to an existing record, deletion of a record, and undeletion of a record. A change event isn’t a Salesforce object—it doesn’t support CRUD operations or queries. It’s included in the object reference so you can discover which Salesforce objects support change events.")

Change events are available for the object.

[FinancialGoalHistory](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_history.htm "StandardObjectNameHistory is the model for all history objects associated with standard objects. These objects represent the history of changes to the values in the fields of a standard object.")

History is available for tracked fields of the object.

[FinancialGoalOwnerSharingRule](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_ownersharingrule.htm "StandardObjectNameOwnerSharingRule is the model for all owner sharing rule objects associated with standard objects. These objects represent a rule for sharing a standard object with users other than the owner.")

Sharing rules are available for the object.

[FinancialGoalShare](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_share.htm "StandardObjectNameShare is the model for all share objects associated with standard objects. These objects represent a sharing entry on the standard object.")

Sharing is available for the object.