View calculated insights data in Salesforce using Flexcards. View client transaction
data in pre-configured Flexcards that contain clickable actions that change according to the
context in which they appear and based on the information that they contain. To display data on
the Flexcards, Salesforce and Data Cloud must be on the same org.
Required Editions
Financial Services Cloud is available in Lightning Experience.
Available in:
Professional, Enterprise, and Unlimited editions
Assign Permissions to View Flexcards Give users access to Omnistudio so that they can create and run Omniscripts, Data Mapper, Flexcards, and Integration Procedures when viewing and interacting with Flexcards.
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.
View Client Income and Expenses for a Specific Financial Account or Member The FSCDataCloudShowIncomeExpenses Flexcard shows a client or household cash flow trends over a selected time frame. The Flexcard focuses on incoming and outgoing transactions to highlight periods of cash flow surplus and deficit. Select a time frame to show an aggregated cash flow across all of the client’s financial accounts over the last 3, 6, or 12 months. View financial data for a specific financial account or member. Review the metrics that show your client’s total income, total expenses, total surplus, average monthly income, average monthly expenses, and average monthly surplus. A double bar or line graph shows a month-by-month breakdown of your client’s total income and expenses. Hover over a bar to view client financial income, surplus, and deficit data.
View Client Cash Flow by Category The FSCDataCloudCashFlowByCategory Flexcard shows the client or household income and expenses for the previous month grouped by category. The Flexcard categorizes and shows a client’s sources of income and expenses to identify where your client’s money is coming from and going to. In the time frame picklist, select one month from the past 12 months to view cash flow data. A pie chart and list show a breakdown of your client’s top five outgoing or incoming transaction categories for the previous calendar month, with the remaining categories grouped as Other.
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