Loading
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            View a Financial Plan and Goals on a Household Record

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            View a Financial Plan and Goals on a Household Record

            View a person account or household’s financial plan and its related financial goals in the FSCFinancialPlanDetails FlexCard.

            Required Editions

            Available in: Lightning Experience

            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To use financial plans and goals, OmniScript, Data Mappers, FlexCards, and Integration Procedures:

            Financial Services Cloud Extensions OR FSC Sales

            AND

            OmniStudio User OR OmniStudio Admin permissions set
            1. Click a person account or household account record.
            2. On the FSCFinancialPlanDetails FlexCard, view these financial plan details:
              • Name
              • Type
              • Status
              • Start Date
              • Last Updated
              • Estimated Success Percent
            3. On the FSCFinancialPlanFinancialGoals FlexCard, view these details about each financial goal related to a financial plan:
              • Goal Name
              • Target Amount
              • Payment Frequency
              • Probability
              • Target Date
              • Start Date
              • Priority
              Note
              Note To use your company’s financial planning tool, your Salesforce admin must configure the Open Planning Tool button.
             
            Loading
            Salesforce Help | Article