Set Up Financial Plans and Goals

Assign permission sets, object permissions, and customize lightning pages with financial plans and goals FlexCards.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

Assign OmniStudio Permissions
Financial plans and goals use OmniStudio to create a customized experience for creating, editing, and deleting financial goals. Give users access to OmniStudio so that they can create and run OmniScripts, Data Mappers, FlexCards, and Integration Procedures.
Assign Permissions for Financial Plan, Financial Goal and Related Objects
Make sure that users have access to Financial Goal, Financial Plan, and Account objects. You can assign access to Advisor, Personal Banker, or custom profiles.
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.
Customize Lightning Pages to View Financial Goals
Stay on top of your client’s financial goals by adding components to the person account, household, and financial goal record pages.
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.
Enable Financial Account Management Standard Objects for Financial Plans and Goals
To model financial accounts and related information by using the Financial Account and related standard objects, enable the financial account management standard objects setting.

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