--- schema_version: "1" id: de2a2be0c82c086745b8aef049d5f959b94449b25d692a20a4328fbf9e398dcb title: FinAssetPortfolioTgtAlloc 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_finassetportfoliotgtalloc.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_finassetportfoliotgtalloc.htm source_site: developer.salesforce.com content_type: documentation content_hash: 217d471a087e78936e3e394748a676f4febe94bcc9f978af4ece8a2f031f4cd5 description: Stores target asset allocation for a financial account, person account, or household. This object is available in API version 62.0 and later. --- # FinAssetPortfolioTgtAlloc Stores target asset allocation for a financial account, person account, or household. This object is available in API version 62.0 and later. ## Supported Calls describeSObjects(), query(), retrieve(), search() ## Fields ### ActualAmount - **Type**: currency - **Properties**: Filter, Nillable, Sort - **Description**: Represents the actual amount of all assets. ### ActualLastUpdated - **Type**: dateTime - **Properties**: Filter, Nillable, Sort - **Description**: Represents the last updated time of the Actual Percent. ### ActualPercent - **Type**: percent - **Properties**: Filter, Nillable, Sort - **Description**: Represents the actual allocation percentage of all assets. ### AssetClass - **Type**: picklist - **Properties**: Filter, Group, Restricted picklist, Sort - **Description**: Defines the major category of the asset type. ### AssetSubclass - **Type**: picklist - **Properties**: Filter, Group, Nillable, Restricted picklist, Sort - **Description**: Defines the subclass of the asset class. ### CurrencyIsoCode - **Type**: picklist - **Properties**: Filter, Group, Restricted picklist, Sort - **Description**: If multiple currencies is enabled, contains the currency ISO code associated with the record. ### Description - **Type**: string - **Properties**: Filter, Group, Nillable, Sort - **Description**: Describes the asset allocation. ### LastReferencedDate - **Type**: dateTime - **Properties**: Filter, Nillable, Sort - **Description**: The most recent date when a user referenced this record. ### LastViewedDate - **Type**: dateTime - **Properties**: Filter, Nillable, Sort - **Description**: The most recent date when a user viewed this record. ### Name - **Type**: string - **Properties**: Filter, Group, idLookup, Sort - **Description**: Name of the asset portfolio target allocation. ### NegativeTolerance - **Type**: double - **Properties**: Filter, Nillable, Sort - **Description**: Represents the allowed amount the actual allocation can be below the target, by rule. ### OwnerId - **Type**: reference - **Properties**: Filter, Group, Sort - **Description**: The ID of the user who owns this record. This field is a relationship field. - **Relationship Name**: Owner - **Refers To**: User ### PositiveTolerance - **Type**: double - **Properties**: Filter, Nillable, Sort - **Description**: Represents the allowed amount the actual allocation can be above the target, by rule. ### Sector - **Type**: picklist - **Properties**: Filter, Group, Nillable, Restricted picklist, Sort - **Description**: Represents a group of stocks that have a lot in common. ### TargetId - **Type**: reference - **Properties**: Filter, Group, Sort - **Description**: Associates the target object with the asset allocation. This field is a polymorphic relationship field. - **Relationship Name**: Target - **Refers To**: Account, FinancialAccount ### TargetPercent - **Type**: percent - **Properties**: Filter, Sort - **Description**: Represents the target allocation for the asset classification category. ### VarianceAmount - **Type**: currency - **Properties**: Filter, Nillable, Sort - **Description**: Represents the difference between the Target and Actual Amount. ### VariancePercent - **Type**: percent - **Properties**: Filter, Nillable, Sort - **Description**: Represents the difference between the Target Percent and Actual Percent. ## 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. [FinAssetPortfolioTgtAllocChangeEvent](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. [FinAssetPortfolioTgtAllocFeed](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_feed.htm "StandardObjectNameFeed is the model for all feed objects associated with standard objects. These objects represent the posts and feed-tracked changes of a standard object.") Feed tracking is available for the object. [FinAssetPortfolioTgtAllocHistory](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. [FinAssetPortfolioTgtAllocOwnerSharingRule](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. [FinAssetPortfolioTgtAllocShare](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.