Measure Creation Omniscript Components for Account Plan Objectives
Customize the Measure Creation Omniscript for account plan objectives to suit your business needs.
Required Editions
| Available in: Lightning Experience in Enterprise and Unlimited Editions with Financial Services Cloud |
| Component Name | Component Type | What It Does | What It Calls |
|---|---|---|---|
| FSCAccountPlanObjectiveMeasureDelete | Integration procedure action | Deletes the measure record associated with the Account Plan Objective. | None |
| FSCAccountPlanObjectiveGetTasksDetails | Integration procedure action | Retrieves the list of completed and overdue tasks associated with the Account Plan Objective. | FSCAccountPlanObjectiveTaskEnhanceTransform, FSCAccountPlanObjectiveTasksExtract, FSCAccountPlanObjectiveTasksTransform |
| FSCAccountPlanMeasureAndRelatedRecords | Omniscript | Gives a guided path for completing the Account Plan Objective Measure creation process. | FSCAccountPlanRelatedListPills, FSCAccountPlanRelatedCases, FSCAccountPlanRelatedOpportunities, FSCAccountPlanFetchMeasure, FSCAccountPlanObjMeasFetchRelatedRecords, FSCAccountPlanObjMeasTransform, FSCAccountPlanUpsertMeasureRelatedRecords |
| FSCAccountPlanObjectiveMeasuresList | Flexcard | Shows the list of measures associated with the Account Plan Objective. | None |
| FSCAccountPlanObjectiveOverdueTasks | Flexcard | Shows the details of the overdue tasks associated with action plans. | None |
| FSCAccountPlanObjectiveTasksPieChart | Flexcard | Shows a visual breakdown of the tasks associated with the Account Plan Objective record. | None |
| FSCAccountPlanObjectiveTask | Flexcard | Shows the tasks details associated with the Account Plan Objective record. | FSCAccountPlanObjectiveOverdueTasks, FSCAccountPlanObjectiveTasksPieChart |
| FSCAccountPlanRelatedLegend | Flexcard | Shows the legend of available objects during the creation of Account Plan Objective Measure Relation records. | None |
| FSCAccountPlanRelatedListPills | Flexcard | Shows the records that are selected during the creation of the Account Plan Objective Measure Relation record. | FSCAccountPlanRelatedLegend |
| FSCAccountPlanRelatedCases | Flexcard | Shows the related case records associated with the Account Plan Objective Measure. | None |
| FSCAccountPlanRelatedOpportunities | Flexcard | Shows the related opportunity records associated with the Account Plan Objective Measure. | None |
| FSCAccountPlanObjectiveMeasure | Flexcard | Shows the measures associated with the Account Plan Objective. Clone the Flexcard, rename the associated Omniscript, and update the Account Plan Objective page to use the cloned flexcard after activation. |
FSCAccountPlanObjectiveMeasuresList, FSCAccountPlanObjectiveMeasureExtract |
| FSCAccountPlanObjectiveMeasureExtract | Data Mapper extract action | Retrieves the measures and details related to the Account Plan Objective. | None |
| FSCAccountPlanFetchMeasure | Data Mapper extract action | Retrieves the details of the Account Plan Objective Measure record. | None |
| FSCAccountPlanObjectiveTaskEnhanceTransform | Data Mapper transform action | Adds the overdue count to the Action Plan object. The overdue count represents the number of tasks that are overdue for each action plan. | None |
| FSCAccountPlanObjectiveTasksExtract | Data Mapper extract action | Extracts and organizes the details of the account plan objective tasks. | None |
| FSCAccountPlanObjectiveTasksTransform | Data Mapper transform action | Combines the ActionPlanItems list with the Tasks list to include additional details such as activity date and task status. | None |
| FSCAccountPlanObjMeasFetchRelatedRecords | Data Mapper extract action | Retrieves the list of opportunities and cases associated with the account, as well as the records already associated with an Account Plan Objective Measure. | None |
| FSCAccountPlanObjMeasTransform | Data Mapper transform action | Creates a JSON of all related records for an Account Plan Objective Measure, including all cases and opportunities associated with the account. | None |
| FSCAccountPlanUpsertMeasureRelatedRecords | Data Mapper extract action | Updates an Account Plan Objective Measure record and inserts the related Account Plan Objective Measure Relation records. | None |
For quantitative objectives, create measures with calculation definitions and related records to calculate the objective’s current value. When relationship team members complete activity that satisfies the calculation definition’s criteria, the objective’s current value is updated. To let relationship managers choose calculation definitions, add a new input field in the FSCAccountPlanMeasureAndRelatedRecords Omniscript or use an Apex class to display various calculation definitions as picklist values. Make sure not to pass the objective’s current value to the FSCAccountPlanUpsertMeasureRelatedRecords Data Mapper extract action if the field is selected.
