Edit a Financial Goal in Financial Services Cloud

On the FinancialGoals FlexCard, edit a financial goal.

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

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 the action menu on a goal, then click Edit.
On the Goal Details screen, update the goal details and click Next.
On the Goal Members screen, confirm the goal member.
1. To add new goal members, in the Members box, enter a name. Select a member and click Add Member.
2. To remove goal members, select the goal member and click Remove.
On the Link Financial Account screen, select a financial account to fund the goal.
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.
1. To view the details and other goals funded by the financial account, select a financial account.
2. To remove all financial accounts from the goal, select Don’t associate a financial account.
Save your changes.

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