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            Aggregate Household Records on the Financial Plans Details Flexcard

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            Aggregate Household Records on the Financial Plans Details Flexcard

            To see household details during financial planning meetings, create a household API definition that retrieves household details and related records for a client. Then, add it to the Financial Plans Details Flexcard.

            Required Editions

            Available in: Lightning Experience

            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To aggregate household records on the Financial Plans Details Flexcard:

            Financial Services Cloud Extensions OR FSC Sales

            AND

            Omnistudio User OR Omnistudio Admin permissions set
            1. Create an API record aggregation using rollup definitions.
            2. To sync records in near real-time on the Flexcard, set up On-Demand Record Rollups.
            3. Add the household API definition to the Financial Plans Details Flexcard.
              1. Edit a record page.
              2. Add the Flexcard component to the record page.
              3. Select the Financial Plans Details Flexcard.
              4. Enter the household API definition name in the Household API Definition Name field.
              5. Save your changes.
             
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