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            Customize Lightning Pages to View Client Transactions

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Customize Lightning Pages to View Client Transactions

            Stay on top of your client’s transaction trends by adding the FSCDataCloudCashFlowByCategory and FSCDataCloudShowIncomeExpenses Flexcards to the person and household account record pages.

            Required Editions

            Financial Services Cloud is available in Lightning Experience.

            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To use Data Cloud for Financial Services Cloud:

            Salesforce org: Financial Services Cloud Extension OR FSC Sales OR FSC Service

            AND

            Data Cloud for Financial Services Cloud Admin User

            OR

            Data Cloud for Financial Services Cloud User

            AND

            Data Cloud org: Data Cloud Architect
            1. Add the FSCDataCloudCashFlowByCategory Flexcard to the person and household account record pages.
              1. On the person account record page, go to Lightning App Builder.
              2. Drag the Flexcard component from the Components panel to the Lightning page canvas location where you want to position the component on the record page.
              3. In the Properties pane, in Flexcard Name, select the FSCDataCloudCashFlowByCategory Flexcard component.
              4. Save your changes.
              5. If your page is new, activate the page.
              6. Similarly, add the FSCDataCloudCashFlowByCategory Flexcard to the household account record page.
            2. Add the FSCDataCloudShowIncomeExpenses Flexcard to the person and household account record pages.
              1. On the person account record page, go to Lightning App Builder.
              2. Drag the Flexcard component from the Components panel to the Lightning page canvas location where you want to position the component on the record page.
              3. In the Properties pane, in Flexcard Name, select the FSCDataCloudShowIncomeExpenses Flexcard component.
              4. Save your changes.
              5. If your page is new, activate the page.
              6. Similarly, add the FSCDataCloudShowIncomeExpenses Flexcard to the household account record page.

            See Also

             
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