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            Customize Lightning Pages to View Financial Goals

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Customize Lightning Pages to View Financial Goals

            Stay on top of your client’s financial goals by adding components to the person account, household, and financial goal record pages.

            Required Editions

            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
            • Add the FinancialGoals FlexCard to the person account and household record pages.
            • Add the GoalMembers FlexCard to the financial goal record page.
            • Add the FSCFinancialPlanDetails FlexCard to the household and person account record pages.
            • Add the FinancialGoalsFundingHeader FlexCard to the financial account record page.
            1. To add the component to the person account and household record page, follow these steps:
              1. On the person account record page, go to Lightning App Builder.
              2. Drag the FlexCard component from the Components panel into position on the record page.
              3. In the Properties pane, select the FinancialGoals FlexCard component in the FlexCard Name field.
              4. Save your changes.
              5. If your page is new, activate the page.
              6. Repeat these steps for a household record page.
            2. To add the component to the financial goal record page, follow these steps:
              1. On the financial goal record page, go to Lightning App Builder.
              2. Drag the FlexCard component from the Components panel into position on the record page.
              3. In the Properties pane, select the component in the GoalMembers FlexCard Name field.
              4. Save your changes.
              1. If your page is new, activate the page.
            3. To add the component to the household and person account record page, follow these steps:
              1. On the household record page, go to Lightning App Builder.
              2. Drag the FlexCard component from the Components panel into position on the record page.
              3. In the Properties pane, select the component in the FSCFinancialPlanDetails FlexCard Name field.
              4. Save your changes.
              1. If your page is new, activate the page.
            4. To add the component to the financial account record page, follow these steps:
              1. On the financial account record page, go to Lightning App Builder.
              2. Drag the FlexCard component from the Components panel into position on the record page.
              3. In the Properties pane, select the component in the FinancialGoalsFundingHeader FlexCard Name field.
              4. Save your changes.
              1. If your page is new, activate the page.
             
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