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            View Financial Goals and Goal Members

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            View Financial Goals and Goal Members

            View your client’s financial goals on the FinancialGoals FlexCard and view goal members goals on the GoalMembers FlexCard.

            Required Editions

            Available in: Lightning Experience

            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To use financial plans and goals, OmniScript, Omnistudio Data Mappers, FlexCards, and Integration Procedures:

            Financial Services Cloud Extensions OR FSC Sales

            AND

            OmniStudio User OR OmniStudio Admin permissions set
            1. Click a person account or household account record.
            2. On the FinancialGoals FlexCard, view these details:
              • Goal name
              • Goal actual amount
              • Goal priority and status
              • Goal percentage of target value achieved
              • Goal target date
              • Financial Account Name
            3. To view goal details, click a Financial Goal record.
            4. On the GoalMembers FlexCard, view these details:
              • Goal member name
              • Goal member email
              • Goal member phone
              • Goal member household
             
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