FinancialPlan
Represents a financial plan for a person account. This DMO is available in API version 61 and later.
Columns
| Name | Type | References | Description |
| Description | Varchar | The description of the financial plan. | |
| Estimated Success Percent | Double | The success percentage that's estimated for the financial plan. | |
| Financial Plan Id | Varchar | Primary key. | |
| Financial Plan Status | Varchar | The status of the financial plan. | |
| Financial Plan Type | Varchar | The type of the financial plan. | |
| Name | Varchar | The name of the financial plan. | |
| Party | Varchar | The related party. | |
| Start Date | Date | The start date of the financial plan. |