Set Up Income and Expenses

Assign permission sets, object permissions, and customize lightning pages with income and expense FlexCards.

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

User Permissions Needed

To use Income and Expenses for Financial Services Cloud:

Financial Services Cloud Extension

AND

OmniStudio Users

OmniStudio Admin

Assign Permissions to View Cash Flow FlexCards
Use OmniStudio to create a customized experience for creating, editing, and deleting income and expenses for your clients. Provide OmniStudio access to users to create and run OmniScripts, FlexCards, and Integration Procedures when they view and interact with Cash Flow FlexCards.
Assign Permissions for Account and Party Relationship Group Objects
Confirm that users have access to Account and Party Relationship Group objects.
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.

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