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            Client Cash Flow by Category Flexcards

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            3. Financial Services Cloud Admin Guide

            Client Cash Flow by Category Flexcards

            Data 360 for Financial Services Cloud Flexcard.

            Required Editions

            Available in: Lightning Experience

            Available in: Professional, Enterprise, and Unlimited Editions

            FSCDataCloudCashFlowByCategory Flexcard

            Shows the client’s income and expenses for the last month grouped by category. This is the top-level Flexcard, which can be added to a Person Account record page.

            Data Source: FSCDataCloud_RetrieveCashFlowByCategoryData Integration Procedure

            Child Flexcard: FSCDataCloudCashFlowByCategoryPicChart

            Calls: FSCDataCloud_RetrieveCashFlowByCategoryData Integration Procedure

            FSCDataCloudCashFlowByCategoryPieChart Flexcard

            Shows the client’s income and expenses for the last month grouped by category. This is the top-level Flexcard, which can be added to a Person Account record page.

            Data Source: Same as parent.

            Parent Flexcard: FSCDataCloudCashFlowByCategoryPieChart

             
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