Omnistudio Data Mappers for Financial Goals FlexCards
The Financial Goals FlexCards depend on the following Data Mappers.
Required Editions
Available in: Lightning Experience Available in: Professional, Enterprise, and Unlimited Editions |
FSCGetRecordTypeOfAccount Data Mapper Extract
Determines whether the type of the financial account is Person Account or Household.
Called By:
- GetGoalsBasedOnAccountRecordType Integration Procedure
FSCTransformPicklistValues Data Mapper Transform
Transforms the Status and Priority picklist values for display.
Called By:
- GetGoalsBasedOnAccountRecordType Integration Procedure
- GetFinancialAccountAndFinancialGoalDetails Integration Procedure
FSCGetFinancialGoals Data Mapper Extract
Retrieves all Financial Goal records related to the current Person Account or Household record.
Called By:
- GetFinancialGoalsForAccount Integration Procedure
FSCAddActionsToGoalObject Data Mapper Transform
Adds the Edit and Remove actions to each Financial Goal record for use in the Goal FlexCard instances.
Called By:
- GetFinancialGoalsForAccount Integration Procedure
FSCGetActionsAccess Data Mapper Extract
Checks whether the user has access to edit or delete actions for FinancialGoal and FinancialGoalParty objects.
Called By:
- GetActionsForGoals Integration Procedure
FSCReturnMembersInfoList Data Mapper Transform
Transforms member data into a list.
Called By:
- GetAllMembersForGoal Integration Procedure
FSCGetGoalMembers Data Mapper Turbo
Retrieves the members of a financial goal.
Called By:
- GetMembersOfGoal Integration Procedure
FSCCombineMembersInOneObject Data Mapper Transform
Combines member information into a single JSON object.
Called By:
- GetMembersOfGoal Integration Procedure
FSCGetFinancialAccountDetail Data Mapper Extract
Retrieves details from a custom Financial Account object.
Called By:
- GetFinancialAccountAndFinancialGoalDetails Integration Procedure
- GetGoalDetailsForFinancialAccount Integration Procedure
FSCGetFinancialGoalsForFinancialAccounts Data Mapper Turbo
Retrieves Financial Goals related to custom Financial Account objects..
Called By:
- GetFinancialAccountAndFinancialGoalDetails Integration Procedure
- GetGoalDetailsForFinancialAccount Integration Procedure
FSCAddAvailableBalance Data Mapper Transform
Calculate the available account balance for financial goal funding. Subtracting the amount used to fund goals from the amount in the financial account.
Called By:
- GetFinancialAccountAndFinancialGoalDetails Integration Procedure
- GetGoalDetailsForFinancialAccount Integration Procedure
FSCSaveFinancialGoalFunding Data Mapper Load
Saves a custom Financial Account record related to the current Financial Goal record.
Called By:
- SaveFundingSource Integration Procedure
- SaveFinancialGoalFunding Integration Procedure
