Financial Plans and Records
Financial Plans and Records
A Financial Plan (finplanner__FinPlan_Financial_Plan__c) is the root record for a
household scenario. All inputs, preferences, orchestration state, and derived projections link back to this record.
Creating and opening plans
- In the Financial Planner app, use the Financial Plans tab or list view.
- Click New, enter a name, and save.
- Open the plan to load the main panel workspace.
You can also create plans through supported import flows—see Import, Export, and Sharing.
My Financial Records
My Financial Records in the left navigation opens related lists and shortcuts to child records for the active plan:
- Accounts (
finplanner__FinPlan_Account__c) - Assets (
finplanner__FinPlan_Asset__c) - Real estate (
finplanner__FinPlan_Real_Estate__c) - Income (
finplanner__FinPlan_Income_Monthly__c) - Money flows (
finplanner__FinPlan_Money_Flows__c) - Debts (
finplanner__FinPlan_Debt__c) - Expenses (
finplanner__FinPlan_Expenses__c)
Most users enter data from the dedicated My Plan pages (for example, Accounts and Assets) rather than raw object tabs. Both paths write to the same records.
Plan name and currency
- On Overview, click the edit icon next to the plan name to rename inline.
- The header currency badge reflects Display Currency in Plan Preferences → System Settings.
Clone Plan
Click Clone Plan in the header to duplicate the Financial Plan and its inputs. A spinner displays Cloning your financial plan... while the operation runs. Cloned plans are independent—changes to one do not affect the other.
Sharing
Click Sharing to open the Share modal for the Financial Plan record. Use standard Salesforce sharing to grant read or edit access to colleagues. Child records inherit access through their relationship to the plan where org sharing rules allow.
Out of Date status
When you change plan inputs after a successful run, orchestration status may move to Out of Date. This means persisted projections no longer match current inputs. Run Run Calculation from Plan Preferences to refresh results.
Orchestration fields on the plan record
| Field | Purpose |
|---|---|
Orchestration_Status__c |
Current lifecycle state (Ready, Out of Date, Failed, and others) |
Last_Run_Id__c |
Correlation id for the latest run |
Last_Run_Started_At__c / Last_Run_Completed_At__c |
Run timing |
Last_Run_Dto_Ready_At__c |
When Phase-1 projections became reviewable |
Record_Orchestration_History__c |
When enabled, persists durable run history rows |
Youngest_Member__c |
Household age logic for RRIF/RMD-style gates |
Metric_Watchlist_Preferences__c |
Serialized pinned metrics on Overview |
Related: Running Calculations, Data Model (advanced).