FinancialGoal
Represents the money to achieve a financial goal such as education or home purchase. Provided in the Financial Services Cloud Data Kit. This DMO is available in API version 58 and later.
Columns
| Name | Type | References | Description |
| Actual Value Amount | Double | The actual value of the financial goal. | |
| Completion Date | Varchar | The financial goal completion date. | |
| Currency | Varchar | The currency associated with the value. | |
| Description | Varchar | The financial goal description. | |
| Estimated Success Percent | Double | The success percentage that's estimated for the financial goal. | |
| Financial Goal Status | Varchar | The financial goal status. | |
| Financial Goal ID | Varchar | The primary key. | |
| Financial Goal Priority | Varchar | The priority of the financial goal. | |
| Financial Goal Type | Varchar | The financial goal type. | |
| Financial Plan ID | Varchar | The associated financial plan. | |
| Initial Value Amount | Double | The initial value of the financial goal. | |
| Key Qualifier Financial Goal Id | Varchar | ||
| Name | Varchar | The financial goal name. | |
| Start Date | Varchar | The start date of the financial goal. | |
| Target Date | Varchar | The financial goal target date. | |
| Target Value Amount | Double | The financial goal target value. |