Loading
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Customize Lightning Pages to View Client Income and Expenses

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Customize Lightning Pages to View Client Income and Expenses

            Stay on top of your client’s transaction trends by adding the FSCCashFlow and FSCCashFlow FlexCards to the person account, household, and party relationship group record pages.

            Required Editions

            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To use Income and Expenses for Financial Services Cloud:

            Financial Services Cloud Extension

            AND

            OmniStudio Users

            OR

            OmniStudio Admin
            1. Add the FSCCashFlow FlexCard to the person account record page.
              1. On the person account record page, go to Lightning App Builder.
              2. Drag the FlexCard component from the Components panel to the Lightning page canvas location where you want to position the component on the record page.
              3. In the Properties pane, select the FSCCashFlow FlexCard component in the FlexCard Name field.
              4. Save your changes.
              5. If your page is new, activate the page.
            2. Add the FSCCashFlow FlexCard to the household account record page.
              1. On the household account record page, go to Lightning App Builder.
              2. Drag the FlexCard component from the Components panel to the Lightning page canvas location where you want to position the component on the record page.
              3. In the Properties pane, select the FSCCashFlow FlexCard component in the FlexCard Name field.
              4. Save your changes.
              5. If your page is new, activate the page.
             
            Loading
            Salesforce Help | Article