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            Omnistudio Data Mappers for Financial Plans FlexCards

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            Omnistudio Data Mappers for Financial Plans FlexCards

            The Financial Plans FlexCards depend on the following Data Mappers.

            Required Editions

            Available in: Lightning Experience

            Available in: Professional, Enterprise, and Unlimited Editions
            Note
            Note To learn more about Party Relationship Group, check out Manage Party Relationship Group in Public Sector Solutions.

            FSCGetFinancialPlanFromList Data Mapper Transform

            Retrieve the Financial Plan with the specified ID from a list of Financial Plans.

            Called By: FSCFinancialPlanDetails FlexCard

            FSCFinancialGoalRemoveDuplicateGoal Data Mapper Transform

            Transforms the list of Financial Goals for a Financial Plan. Remove duplicate goals from the FSCFinancialPlanFinancialGoals FlexCard.

            Called By: FSCFinancialPlanFinancialGoals FlexCard

            FSCReturnIdIfPartyRelationshipGroup Data Mapper Extract

            Returns True if the current record page is for a PartyRelationshipGroup.

            Called By: GetFinancialPlansForAccount Integration Procedure

            FSCGetFinancialPlansForAccount Data Mapper Extract

            Retrieves Financial Plans associated with an Account.

            Called By: GetFinancialPlansForAccount Integration Procedure

            FSCGetFinancialGoalsForPlan Data Mapper Extract

            Retrieves Financial Goals related to a Financial Plan.

            Called By: GetGoalsForPlan Integration Procedure

            FSCFinancialGoalsTransform Data Mapper Transform

            Transforms Financial Goal data.

            Called By: GetGoalsForPlan Integration Procedure

            See Also

             
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