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            Customize the Financial Goal Page Layout

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

            Customize the Financial Goal Page Layout

            Let your users associate a financial plan to a goal. Add the Financial Plan field to the Financial Goal page layout.

            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. From Setup, click Object Manager.
            2. Click Financial Goal object.
            3. Click Page Layouts and open Financial Goal Layout.
            4. Drag Financial Plan from the available fields and add it to the Information section.
            5. Save your changes.
             
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