Financial Plans and Goals FlexCards and Related Components

The Financial Plans and Goals FlexCards depend on OmniScripts, Integration Procedures, and Data Mappers to perform their functions.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

OmniScripts are described in a separate topic, because they have their own dependencies.

For detailed steps on how to version, clone, edit, and activate OmniStudio components, see the OmniStudio documentation.

Financial Plans FlexCards
The Financial Plans FlexCards display financial plans for a person account or household.
Integration Procedures for Financial Plans FlexCards
The Financial Plans FlexCards depend on the following Integration Procedures.
Omnistudio Data Mappers for Financial Plans FlexCards
The Financial Plans FlexCards depend on the following Data Mappers.
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.
Integration Procedures for Financial Goals FlexCards
The Financial Goals FlexCards depend on the following Integration Procedures.
Omnistudio Data Mappers for Financial Goals FlexCards
The Financial Goals FlexCards depend on the following Data Mappers.

Product Area