Integration Procedures for Financial Goals FlexCards
The Financial Goals FlexCards depend on the following Integration Procedures.
Required Editions
Available in: Lightning Experience Available in: Professional, Enterprise, and Unlimited Editions |
GetGoalsBasedOnAccountRecordType Integration Procedure
Retrieves all Financial Goal records related to the current Person Account or Household record.
Called By: FinancialGoals FlexCard
Calls:
- FSCGetRecordTypeOfAccount Data Mapper Extract
- fschousehold.FSCHouseholdService.getAllMembersOfAHousehold Apex class and method
- GetFinancialGoalsForAccount Integration Procedure
- FSCTransformPicklistValues Data Mapper Transform
GetFinancialGoalsForAccount Integration Procedure
Retrieves all Financial Goal records related to the current Person Account or Household record.
Called By:
- FinancialGoals FlexCard, LoadMore action
- GetGoalsBasedOnAccountRecordType Integration Procedure
Calls:
- FSCGetFinancialGoals Data Mapper Extract
- GetActionsForGoals Integration Procedure
- FSCAddActionsToGoalObject Data Mapper Transform
GetActionsForGoals Integration Procedure
Retrieves the Edit and Remove actions for each FinancialGoal FlexCard instance.
Called By: GetFinancialGoalsForAccount Integration Procedure
Calls:
- FSCGetActionsAccess Data Mapper Extract
GetAllMembersForGoal Integration Procedure
Retrieves all the members of a financial goal and adds details to the list of members.
Called By: GoalMembers FlexCard
Calls:
- GetMembersOfGoal Integration Procedure
- FSCReturnMembersInfoList Data Mapper Transform
GetMembersOfGoal Integration Procedure
Retrieves the members of a financial goal.
Called By:
- GetAllMembersForGoal Integration Procedure
- EditFinancialGoal OmniScript
- EditGoalMembers OmniScript
Calls:
- FSCGetGoalMembers Data Mapper Extract
- FSCCombineMembersInOneObject Data Mapper Transform
GetFinancialAccountAndFinancialGoalDetails Integration Procedure
Retrieve financial account details and associated financial goals details.
Called By: FinancialGoalsFundingHeader FlexCard
Calls
- fschousehold.FSCFinancialAccountService Apex class, isFinancialAccountMgmtPrefEnabled method
- fschousehold.FSCGoalService Apex class, FinancialGoalPriority method
- FSCTransformPicklistValues Data Mapper Transform
- FSCAddAvailableBalance Data Mapper Transform
- FSCGetFinancialAccountDetail Data Mapper Extract
- FSCGetFinancialGoalsForFinancialAccounts Data Mapper Turbo
- FSCAddAvailableBalance2 Data Mapper Transform
SaveFundingSource Integration Procedure
Save financial goal funding source and amount.
Called By: FinancialGoalsFundingHeader FlexCard
Calls:
- fschousehold.FSCFinancialAccountService Apex class, isFinancialAccountMgmtPrefEnabled method
- FSCSaveFinancialGoalFunding Data Mapper Load
