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            Client Income and Expenses Flexcards

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            3. Financial Services Cloud Admin Guide

            Client Income and Expenses Flexcards

            Data Cloud for Financial Services Cloud Flexcard.

            Required Editions

            Available in: Lightning Experience

            Available in: Professional, Enterprise, and Unlimited Editions

            FSCDataCloudShowIncomeExpenses Flexcard

            Show monthly income and expenses for the selected time frame and a summary of the income and expenses for the selected time frame. This is the top-level Flexcard, which can be added to a Person Account record page.

            Data Source: FSCDataCloud_RetrieveIncomeExpenseData Integration Procedure

            Child Flexcard: FSCDataCloudIncomeExpenseGraph

            Calls: FSCDataCloud_RetrieveIncomeExpenseData Integration Procedure

            FSCDataCloudIncomeExpenseGraph FlexCard

            Show monthly income and expenses in a bar graph for the selected time frame.

            Data Source: Same as parent.

            Parent Flexcard: FSCDataCloudShowIncomeExpenses

            FSCDataCloudIncomeExpenseCards Flexcard

            Show income and expense cards for the selected timeframe. .

            Data Source: Same as parent.

            Parent Flexcard: FSCDataCloudShowIncomeExpenses

             
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