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            Create a Financial Plan and Goals

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Create a Financial Plan and Goals

            Create a financial plan for a person account or household record type and add goals.

            Required Editions

            Available in: Lightning Experience

            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To use financial plans and goals, OmniScript, Data Mappers, FlexCards, and Integration Procedures:

            Financial Services Cloud Extensions OR FSC Sales

            AND

            OmniStudio User OR OmniStudio Admin permissions set
            1. Select the Financial Plans object and click New.
              1. Complete the plan details and click Save.
            2. Select the Financial Goals object and click New.
              1. Complete the goal details.
              2. To associate a plan to a goal, select a financial plan.
              3. Save your goal.
             
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