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            Integration Procedures for Financial Plans FlexCards

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            Integration Procedures for Financial Plans FlexCards

            The Financial Plans FlexCards depend on the following Integration Procedures.

            Required Editions

            Available in: Lightning Experience

            Available in: Professional, Enterprise, and Unlimited Editions

            GetFinancialPlansForAccount Integration Procedure

            Retrieves all Financial Plan records related to the current PersonAccount, Household, or PartyRelationshipGroup record.

            Called By: FSCFinancialPlanDetails FlexCard

            Calls:

            • FSCReturnIdIfPartyRelationshipGroup Omnistudio Data Mapper Extract
            • fschousehold.FSCPlanService Apex class, FinancialPlanStatus method
            • fschousehold.FSCPlanService Apex class, FinancialPlanType method
            • FSCGetFinancialPlansForAccount Data Mapper Extract

            GetGoalsForPlan Integration Procedure

            Called By: FSCFinancialPlanFinancialGoals FlexCard

            Calls:

            • FSCGetFinancialGoalsForPlan Data Mapper Extract
            • fschousehold.FSCGoalService Apex class, FinancialGoalPriority method
            • fschousehold.FSCGoalService Apex class, FinancialGoalStatus method
            • fschousehold.FSCGoalService Apex class, FinancialGoalFrequency method
            • FSCFinancialGoalsTransform Data Mapper Transform
             
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