---
schema_version: "1"
id: de663b42eac089f39fe8b15b76e1a14faa7ed03617eae034de0130fcf7e780d6
title: FinancialPlan
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_financialplan.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_financialplan.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: c232d0cd6fd029aeb6fa3319f396de26ea35060df5b7d9fa564ab15879ecfb49
description: Represents a financial plan for a person account. This object is available in API version 59.0 and later.
---
# FinancialPlan

Represents a financial plan 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(), undelete(), update(), upsert()

## Fields

### AccountId

- **Type**: reference
- **Properties**: Create, Filter, Group, Sort, Update
- **Description**: The household to which the financial plan is associated.
    
    This field is a relationship field.
- **Relationship Name**: Account
- **Relationship Type**: Lookup
- **Refers To**: Account

### Description

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

### EstimatedSuccessPercent

- **Type**: percent
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: The success percentage that's estimated for the financial plan.

### Name

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

### 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

### SourceSystemIdentifier

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

### StartDate

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

### Status

- **Type**: picklist
- **Properties**: Create, Filter, Group, Restricted picklist, Sort, Update
- **Description**: Specifies the status of the finanical plan.
- **Possible values**:
    - Completed
    - InProgress—In Progress
    - NotStarted—Not Started

### Type

- **Type**: picklist
- **Properties**: Create, Filter, Group, Sort, Update
- **Description**: Specifies the type of financial plan.
- **Possible values**:
    - Education
    - Other
    - Retirement