Create a Financial Goal in Financial Services Cloud
On the FinancialGoals FlexCard, add a new financial goal.
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 |
- Click a person account or household account record.
- On the FinancialGoals FlexCard, click Add Goal.
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On the Goal Details screen, complete the Goal Definition, Goal Information, and
Amount.
- Click Next.
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On the Goal Members screen, confirm the goal member.
- To add new goal members, in the Members box, enter a name. Select a member and click Add Member.
- To remove goal members, select the goal member and click Remove.
- Click Next.
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On the Link Financial Account screen, select a financial account to fund the goal.
A financial goal can be funded by only one financial account.
To show the financial account associated with a goal, the account must be associated with the person account or household that’s associated with the goal.
- To view the details and other goals funded by the financial account, select a financial account.
- Save your changes.
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