Integration Procedures for Data Cloud for Financial Services Cloud Flexcards
The Data Cloud for Financial Services Cloud Flexcards depend on these Integration Procedures.
Required Editions
Available in: Lightning Experience Available in: Professional, Enterprise, and Unlimited Editions |
FSCDataCloud_RetrieveIncomeExpenseData Integration Procedure
Retrieve calculated insight data to show on the FSCDataCloudShowIncomeExpenses Flexcard.
Called By: FSCDataCloudShowIncomeExpenses Flexcard
Calls:
- industriespersonalizedfinance.CDPQuery Apex class, hasRecordAccess method
- industriespersonalizedfinance.CDPQuery Apex class, hasPersonAccount method
- industriespersonalizedfinance.CDPQuery Apex class, getCalculatedInsight
- FSCDataCloudTransformIncomeExpenseData Data Mapper Transform
- FSCDataCloudRetrieveHouseholdMemberDetails Data Mapper Extract
- FSCDataCloudRetrieveFinancialAccounts Data Mapper Extract
- FSCDataCloud_RetrieveCashFlowSummaryForAllMembers Integration Procedure
- FSCDataCloud_RetrieveCashFlowSummaryForPersonAccount Integration Procedure
FSCDataCloud_RetrieveCashFlowByCategoryData Integration Procedure
Retrieve calculated insight data to show on the FSCDataCloudCashFlowByCategory Flexcard.
Called By: FSCDataCloudCashFlowByCategory Flexcard
Calls:
- industriespersonalizedfinance.CDPQuery Apex class, hasRecordAccess method
- industriespersonalizedfinance.FSCPersonalizedFinanceUtil Apex Class, getIncomeExpenseCategories method
- getCalculatedInsight.CDPQuery Apex Class, hasPersonAccount method
- FSCDataCloud_RetrieveCashFlowByCategoryDataForAllMembers Integration Procedure
- FSCDataCloud_RetrieveCashFlowByCategoryDataForPersonAccount Integration Procedure
FSCDataCloud_RetrieveCashFlowByCategoryDataForAllMembers Integration Procedure
Retrieve calculated insight data to show cash flow by category for all members of a household account.
Called By: FSCDataCloudRetrieveCashFlowByCategoryData Integration Procedure
Calls:
- industriespersonalizedfinance.CDPQuery Apex class, getCalculatedInsightForAllFAsinMonth method
- industriespersonalizedfinance.FSCPersonalizedFinanceUtil Apex class, getIncomeExpenseCategories method
FSCDataCloud_RetrieveCashFlowByCategoryDataForPersonAccount Integration Procedure
Retrieve calculated insight data to show cash flow by category for a person account.
Called By: FSCDataCloudRetrieveCashFlowByCategoryData Integration Procedure
Calls:
- industriespersonalizedfinance.CDPQuery Apex class, getCalculatedInsight method
- industriespersonalizedfinance.FSCPersonalizedFinanceUtil Apex class, getIncomeExpenseCategories method
FSCDataCloud_RetrieveCashFlowSummaryForPersonAccount Integration Procedure
Retrieve Data Cloud cash flow summary data for a person account.
Called By: FSCDataCloud_RetrieveIncomeExpenseData Integration Procedure
Calls:
- industriespersonalizedfinance.CDPQuery Apex class, getCalculatedInsight method
- industriespersonalizedfinance.FSCPersonalizedFinanceUtil Apex class, computeIncomeForAllMembers method
- industriespersonalizedfinance.FSCPersonalizedFinanceUtil Apex class, computeExpenseForAllMembers method
- FSCDataCloudTransformIncomeExpenseData Data Mapper
- industriespersonalizedfinance.FSCPersonalizedFinanceUtil Apex class, processMonthlyIncomeExpense method
FSCDataCloud_RetrieveCashFlowSummaryForAllMembers Integration Procedure
Retrieve Data Cloud cash flow summary data for all members of a household account.
Called By: FSCDataCloud_RetrieveIncomeExpenseData Integration Procedure
Calls:
- industriespersonalizedfinance.CDPQuery Apex class, getCalculatedInsightForAllFAs method
- industriespersonalizedfinance.FSCPersonalizedFinanceUtil Apex class, computeIncomeForAllMembers method
- industriespersonalizedfinance.FSCPersonalizedFinanceUtil Apex class, computeExpenseForAllMembers method
- FSCDataCloudTransformIncomeExpenseData Data Mapper
- industriespersonalizedfinance.FSCPersonalizedFinanceUtil Apex class, processMonthlyIncomeExpense method
