Integration Procedures for Cash Flow Income FlexCards and OmniScripts
The Cash Flow FlexCards depend on these Integration Procedures.
Required Editions
Available in: Lightning Experience Available in: Professional, Enterprise, and Unlimited Editions |
FSCCashFlow_SavePartyIncome Integration Procedure
Save party income.
Called By:
- FSCCashFlowEditIncome FlexCard
- FSCCashFlowAddPartyIncome OmniScript
Calls:
- fsccashflow.FSCCashFlowUtil Apex Class, PerformIncomeValidation Method
- fsccashflow.FSCCashFlowUtil Apex Class, HandleUpsertError method
- FSCCashFlowSavePartyIncome Data Mapper Post
FSCCashFlow_RetrieveIncome Integration Procedure
Retrieve the party income for a person account or household.
Called By: FSCCashFlowIncomeListView FlexCard
Calls:
- FSCCashFlow_RetrieveMembers
- FSCCashFlowRetrievePartyIncome Data Mapper Extract
- fsccashflow.FSCCashflowUtil Apex Class, GetPartyIncomeFrequencyLabel Method
- fsccashflow.FSCCashflowUtil Apex Class, GetPartyIncomeTypeLabel Method
- fsccashflow.FSCCashflowUtil Apex Class, GetPartyIncomeStatusLabel Method
- FSCCashFlowTransformIncome Data Mapper Transform
- fsccashflow.FSCCashflowUtil Apex Class, CheckCrudOnIncome Method
FSCCashFlow_DeleteIncomeRecord Integration Procedure
Delete party income record.
Called By: FSCCashFlowDeleteIncome FlexCard
FSCCashFlow_RetrieveExpenseForRecordID Integration Procedure
Retrieve party expenses associated with the record ID.
Called By: FSCCashFlowExpenseListView FlexCard
Calls:
- FSCCashFlow_RetrieveMembers Integration Procedure
- FSCCashFlowRetrievePartyExpense Data Mapper Extract
- fsccashflow.FSCCashflowUtil Apex Class, GetPartyExpenseFrequencyLabel Method
- fsccashflow.FSCCashflowUtil Apex Class, GetPartyExpenseTypeLabel Method
- fsccashflow.FSCCashflowUtil Apex Class, GetPartyExpenseStatusLabel Method
- FSCCashFlowTransformExpenseRecord Data Mapper Transform
- fsccashflow.FSCCashflowUtil Apex Class, CheckCrudOnExpense Method
FSCCashFlow_SavePartyExpense Integration Procedure
Save party expense.
Called By:
- FSCCashFlowEditExpense FlexCard
- FSCCashFlowAddPartyExpense OmniScript
Calls:
- fsccashflow.FSCCashFlowUtil Apex Class, PerformExpenseValidation Method
- FSCCashFlowSaveExpense Data Mapper Post
- fsccashflow.FSCCashFlowUtil Apex Class, HandleUpsertError Method
FSCCashFlow_DeleteExpense Integration Procedure
Delete party expense record.
Called By: FSCCashFlowDeleteExpense FlexCard
Calls:
- FSCCashFlowRetrieveAccountRecordType Data Mapper Extract
- FSCCashFlowRetrievePartyRelationshipGroupMembers Data Mapper Transform
FSCCashFlow_RetrieveMembers Integration Procedure
Retrieve members of a household.
Called By:
- FSCCashFlow_RetrieveIncome Integration Procedure
- FSCCashFlow_RetrieveExpenseForRecordID Integration
- FSCCashFlow_CalculateIncomeExpenseSummary Integration Procedure
- FSCD
Calls:
- fsccashflow.FSCCashFlowUtil Apex Class, CheckReadAccess Method
- FSCCashFlowRetrieveAccountRecordType Data Mapper Extract
- FSCCashFlowRetrieveMembersOnHouseholdAccount Data Mapper Extract
- FSCCashFlowRetrievePartyRelationshipGroupMembers Data Mapper Extract
FSCCashFlow_CalculateIncomeExpenseSummary Integration Procedure
Calculate a summary of party income and party expense for a household or a person account.
Called By: FSCCashFlow FlexCard
Calls:
- FSCCashFlow_RetrieveMembers Integration Procedure
- fsccashflow.FSCCashFlowUtil Apex Class, GetDurationDateRange Method
- FSCCashFlowRetrieveIncomeSelectedTimeFrame Data Mapper Turbo
- FSCCashFlowRetrieveExpenseSelectedTimeFrame Data Mapper Extract
- fsccashflow.FSCCashFlowUtil Apex Class, calculateIncomeExpenseSummary Method
