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            Customize the Financial Plan FlexCard Open Planning Tool Button

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            3. Financial Services Cloud Admin Guide

            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.

            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. In the App Launcher, select OmniStudio.
            2. In the picklist, select OmniStudio FlexCards.
            3. Select the FSCFinancialPlanDetails FlexCard.
            4. To customize the Open Planning Tool button, click Clone.
              1. Enter a name and click Clone.
            5. On the cloned FlexCard, customize the Open Planning Tool button on the Active and EmptyState blocks.
            6. In the Action block, click the button. In the Properties plan expand the Action section.
              1. For Target, select a page reference type.
              2. For URL, enter the URL of the page to which to navigate.
              3. For Open Target In, select the location to open the target page.
              4. Complete these steps for the button in the EmptyState block.
              5. Activate the FlexCard.
            7. Add the cloned FSCFinancialPlanDetails FlexCard to the person account and household record pages.
             
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