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            Financial Goals FlexCards

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            3. Financial Services Cloud Admin Guide

            Financial Goals FlexCards

            The Financial Goals FlexCards display all the financial goals for a person account or household and let users create, edit, and delete these goals and their members.

            Required Editions

            Available in: Lightning Experience

            Available in: Professional, Enterprise, and Unlimited Editions
            Note
            Note To access Financial Goals FlexCards, users need the Financial Services Cloud Extension and OmniStudio User permission sets.

            To assign members to goals, users must do either or both of these things:

            • Add the FinancialGoals FlexCard to their person account or household record page.
            • Add the GoalMembers FlexCard to their Financial Goal record page.

            FinancialGoals FlexCard

            Displays the financial goals associated with an account. Add this FlexCard to a person account or household record page.

            Data Source: GetGoalsBasedOnAccountRecordType Integration Procedure

            Child FlexCard: Goal

            Calls:

            • Create action: CreateFinancialGoal OmniScript
            • LoadMore action: GetFinancialGoalsForAccount Integration Procedure

            Goal FlexCard

            Displays details for one Financial Goal, plus Edit and Remove actions in a dropdown.

            Data Source: Same as parent

            Parent FlexCard: FinancialGoals

            Calls:

            • Edit action: EditFinancialGoal OmniScript
            • Remove action: DeleteFinancialGoal OmniScript

            GoalMembers FlexCard

            Displays the number of members associated with a financial goal. Add this FlexCard to a financial goal record page.

            Data Source: GetAllMembersForGoal Integration Procedure

            Child FlexCard: GoalMemberList

            Calls: Action: EditGoalMembers OmniScript

            GoalMemberList FlexCard

            Displays a table of members associated with a financial goal.

            Data Source: Same as parent

            Parent FlexCard: FinancialGoalMemberContainer

            FinancialGoalsFundingHeader FlexCard

            Display the header for financial goals that are funded by a financial account. Add this FlexCard to a Financial Account record.

            Data Source: GetFinancialAccountAndFinancialGoalDetails Integration Procedure

            Child FlexCard: FinancialGoalsFundingList

            Calls: SaveFundingSource Integration Procedure (via saveupdatedlist Event Listener Action)

            FinancialGoalsFundingList FlexCard

            Display a list of the financial goals that are funded by a financial account.

            Data Source: Same as parent

            Parent FlexCard: FinancialGoalsFundingHeader

             
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