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            Customize Financial Account Cards Using OmniStudio FlexCard Components

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            3. Financial Services Cloud Admin Guide

            Customize Financial Account Cards Using OmniStudio FlexCard Components

            In OmniStudio, customize the FSCFinancialAccountsSummary, FSCFinancialAccountDetails and FSCFinancialAccountTransactionDetails components to show information that is most relevant to users. This optional step configures the components to show information with clickable actions that change based on the information they contain. Customize the components that make up the FlexCard component before adding it to record pages.

            Required Editions

            Available in: Lightning Experience

            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To use Get Financial Account Details and Get Financial Account Transactions:

            Financial Services Cloud Extension OR Financial Services Cloud Foundations OR FSC Sales OR FSC Service
            To assign permissions: Customize Application

            The FlexCard Designer is a declarative tool that makes it easy to build Lightning web components without code. Build a FlexCard by dragging elements onto its canvas. Creating UI components with FlexCards is all about sourcing the data and displaying and organizing the returned information in a meaningful way.

            FSC OmniStudio FlexCard
            1. From the App Launcher, fine and select OmniStudio.
            2. In the OmniStudio app, from the navigation bar, select OmniStudio FlexCards.
            3. To customize a component, click it and edit the properties.
              FSC FlexCard Omnistudio Edit
            4. Save your changes.
             
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