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            View and Distribute Funds from the Financial Account to Financial Goals

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            3. Financial Services Cloud Admin Guide

            View and Distribute Funds from the Financial Account to Financial Goals

            View a list of the financial goals that are funded by a financial account using the FinancialGoalsFundingHeader FlexCard. You can also distribute funds from the financial account to the goals.

            Required Editions

            Available in: Lightning Experience

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

            Financial Services Cloud Extensions OR FSC Sales

            AND

            OmniStudio User OR OmniStudio Admin permissions set
            1. Click a Financial Account record.
            2. On the FinancialGoalsFundingHeader FlexCard, view these financial goal details:
              • Goal Name
              • Target Value
              • Priority
              • Amount
            3. Funding Available for Goals shows the remaining balance of the financial account after funds have been distributed to the associated goals.
            4. To update the amount, click a goal amount.
             
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