Help your clients plan for and reach their short and long-term financial objectives using
the Financial Goals and Financial Plans objects. These objects are available with your Financial
Services Cloud license. Financial plans and goals use OmniStudio for added customization.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions
A financial plan is a collection of financial goals that provides a comprehensive view of your
client’s goals. Quickly view details of each goal in a plan, such as goal progress and
feasibility of success. For example, your client has a financial plan for retirement that
includes a financial goal to cover post-retirement monthly expenses. Before the client starts
contributing, the goal has a 0% feasibility of success. When you update the goal and link a
financial account and specify contributions that allow them to reach their goal by retirement,
the feasibility value changes.
Set Up Financial Plans and Goals Assign permission sets, object permissions, and customize lightning pages with financial plans and goals FlexCards.
Work with Financial Plans and Goals Help your clients reach their short and long-term financial goals using financial plans and goals objects. FlexCards give your users quick access to their client’s plans and goals. View goal priority, status, and members to help your clients focus on goals most important to them.
Customize the Financial Plan FlexCard Open Planning Tool Button To give your users quick access to your financial planning tool from the FSCFinancialPlanDetails FlexCard, update the Open Planning Tool button URL in OmniStudio. Add the cloned FlexCard to the person account and household record pages.
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.
Did this article solve your issue?
Let us know so we can improve!
Loading
Salesforce Help | Article
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
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.
