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Client Cash Flow by Category Flexcards

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Client Cash Flow by Category Flexcards

Data Cloud 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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