Financial Goals OmniScripts and Related Components
The Financial Goals OmniScripts depend on child OmniScripts, embedded FlexCards,
Integration Procedures, and Omnistudio Data Mappers to perform their functions.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions
Financial Goals OmniScripts The Financial Goals OmniScripts implement the Add Goal button on the FinancialGoals FlexCard, the edit and delete items on the Goal FlexCard instances, and the Edit button on the GoalMembers FlexCard.
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
