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            Add Flexcard Template Selector to Account Plan Record Page

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            3. Financial Services Cloud Admin Guide

            Add Flexcard Template Selector to Account Plan Record Page

            Configure the Flexcard Template Selector Lightning component on the Account Plan record page and let your users select the appropriate template from multiple options at runtime. To optimize your relationship team’s data gathering from different platform objects, add the prebuilt Account Plan Overview template to the Account Plan record page using the Flexcard Template Selector Lightning component. You can customize the Account Plan Overview template or create multiple standard templates to meet the specific data requirements of different business lines.

            Required Editions

            Available in: Lightning Experience in Enterprise and Unlimited Editions with Financial Services Cloud
            User Permissions Needed
            To configure the Flexcard Template Selector on the Lightning pages:

            Financial Services Cloud Extension OR FSC Sales

            AND

            Customize Application
            To create or update Omnistudio components: Omnistudio Admin
            1. From Setup, in the Quick Find box, enter Object Manager, and then select Object Manager.
            2. In the Quick Find box, enter Account Plan, and then select Account Plan.
            3. Click Lightning Record Pages, and then select Account Plan Record Page.
            4. Click Edit
            5. In Lightning App Builder, drag the Flexcard Template Selector component onto the Overview tab of your page.
            6. In the properties pane, select Author Name to show the Flexcards authored by that individual. If you want to use prebuilt Flexcard templates shipped by Salesforce, include 'Salesforce' as one of the selected authors from the list of available authors.
            7. To use the prebuilt Account Plan Overview template, in the Properties pane, in Description, enter Account Plan Overview.
              If you customized the Account Plan Overview template or created a new one, add the relevant template name in the description field. The Flexcard templates are filtered based on the description and the author name that you provide.
            8. Save your changes, and then activate the page, if necessary.
              To change the template that you selected for the account plan record, you must manually clear the Flexcard field in the existing account plan record or create an account plan record and select a different template. The template's data is populated based on the access permissions that the account plan creator has to the underlying records. After the template gets populated with the data, all users with access to the account plan record can view this information.
             
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