Integration Procedures for Financial Goals OmniScripts
The Financial Goals OmniScripts depend on the following Integration Procedures.
Required Editions
Available in: Lightning Experience Available in: Professional, Enterprise, and Unlimited Editions |
GetGoalDetails Integration Procedure
Retrieves financial goal details.
Called By:
- EditFinancialGoal OmniScript
Calles:
- FSCGetGoalDetails Omnistudio Data Mapper Extract
GetMemberDetails Integration Procedure
Retrieves financial goal member details.
Called By:
- CreateFinancialGoal OmniScript
Calls:
- FSCGetMemberInfo Data Mapper Extract
GetNewMember Integration Procedure
Retrieves a new financial goal member.
Called By:
- FinancialGoalMembers OmniScript
Calls:
- FSCConvertObjectToList Data Mapper Transform
GetAddedAndDeletedMembers Integration Procedure
Compiles two lists of members: one to be added to the financial goal and another to be deleted from it.
Called By:
- FinancialGoalMembers OmniScript
Calls:
- Nothing
GetAccountIds Integration Procedure
Retrieves Financial Account IDs from a list of goal members.
Called By:
- FinancialGoalFunding OmniScript
Calls:
- Nothing
GetActiveFinancialAccounts Integration Procedure
Filters the Financial Account list for active accounts.
Called By:
- FinancialGoalFunding OmniScript
Calls:
- fschousehold.FSCFinancialAccountService Apex class, isFinancialAccountMgmtPrefEnabled method
- FSCTransformBalanceToCurrency Data Mapper Transform
- FSCGetAllFinancialAccounts Data Mapper Turbo
- FSCGetFinancialAccountsForFinancialGoals Data Mapperr Turbo
GetGoalDetailsForFinancialAccount Integration Procedure
Retrieves Financial Goal details for a Financial Account.
Called By:
- FSCFinancialAccountDetails FlexCard
Calls:
- fschousehold.FSCFinancialAccountService Apex class, isFinancialAccountMgmtPrefEnabled method
- FSCAddAvailableBalance Data Mapper Transform
- FSCGetFinancialGoalsForFinancialAccounts Data Mapper Turbo
- FSCGetFinancialAccountDetail Data Mapper Extract
- FSCGetFinancialAccountOwners Data Mapper Turbo
SaveFinancialGoalsAndGoalParties Integration Procedure
Creates a financial goal and references to members.
Called By:
- CreateFinancialGoal OmniScript
- EditFinancialGoal OmniScript
Calls:
- FSCSaveGoal Data Mapper Load
- FSCGetGoalPartyId Data Mapper Extract
- FSCSaveGoalParty Data Mapper Load
SaveFinancialGoalFunding Integration Procedure
Creates references between the Financial Goal and the Financial Accounts that fund it.
Called By:
- CreateFinancialGoal OmniScript
- EditFinancialGoal OmniScript
Calls:
- fschousehold.FSCFinancialAccountService Apex class, isFinancialAccountMgmtPrefEnabled method
- FSCGetFinancialAccountsForFinancialGoals Data Mapper Turbo\
- FSCSaveFinancialGoalFunding Data Mapper Load
SaveGoalPartyChanges Integration Procedure
Saves goal members after editing.
Called By:
- EditGoalMembers OmniScript
Calls:
- FSCGetGoalPartyId Data Mapper Extract
- FSCSaveGoalParty Data Mapper Load
