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            FlexCards for Financial Goals OmniScripts

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            3. Financial Services Cloud Admin Guide

            FlexCards for Financial Goals OmniScripts

            The Financial Goals OmniScripts depend on the following embedded FlexCards.

            Required Editions

            Available in: Lightning Experience

            Available in: Professional, Enterprise, and Unlimited Editions

            FSCMembersTableHeader FlexCard

            Displays the column headers in the goal members table.

            Embedded By: FinancialGoalMembers OmniScript

            FSCMembersTableBody FlexCard

            Displays the member rows in the goal members table.

            Embedded By: FinancialGoalMembers OmniScript

            FinancialAccount FlexCard

            Displays the Financial Account rows in the goal funding table.

            Embedded By: FinancialGoalFunding OmniScript

            Child FlexCard: FSCFinancialAccountDetails

            Calls: FSCSaveFinancialAccount Omnistudio Data Mapper Transform (via selectfinancialaccount Event Listener Actions)

            FSCFinancialAccountDetails FlexCard

            Displays details for one Financial Account row in the goal funding table.

            Data Source: GetGoalDetailsForFinancialAccount Integration Procedure

            Parent FlexCard: FinancialAccount

             
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