Considerations and Limitations Financial Plans and Goals

Keep these points in mind when using financial plans and goals.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

If you don’t add a member to a financial goal when you create it, navigate to the financial goal record page to add a member.
To show a goal on a household record page, one of the goal members must be a member of the household.
There’s no limit on the number of members that you can add to a goal.
When you create a goal from a household record, be sure to add a member of that household as a goal member so the goal shows on the household record.
One financial account can fund one or more financial goals.
One financial goal can be funded by only one financial account.
To show the financial account associated with a goal, the account must be associated with the person account or household that’s associated with the goal.
Don’t edit, delete, or deactivate the Goal Category default values of Expenditure and Capital (values are case-sensitive) on the Financial Goal object. The FSCFinancialPlanGoal FlexCard uses these two default values to show plans and goals.
The FinancialGoals, GoalMembers, FSCFinancialPlanDetails, and FinancialGoalsFundingHeader FlexCards and their child FlexCards display details only on the Person Account and Household record page.

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