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Omnistudio-datatilknyttere til FlexCards for finansielle planer
FlexCards for økonomiske planer afhænger af følgende datatilknytninger.
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FlexCards for økonomiske planer afhænger af følgende datatilknytninger.
Tilgængelig i: Lightning Experience Tilgængelig i: Professional, Enterprise og Unlimited Edition |
Hent den finansielle plan med det angivne id fra en liste over finansielle planer.
Kaldt af: FSCFinancialPlanDetails FlexCard
Transformerer listen over økonomiske mål for en finansiel plan. Fjern dubletmål fra FSCFinancialPlanFinancialGoals FlexCard.
Kaldt af: FSCFinancialPlanFinancialGoals FlexCard
Returnerer sandt, hvis den aktuelle registreringsside er for en PartyRelationshipGroup.
Kaldt af: Integrationsprocedure for GetFinancialPlansForAccount
Henter finansielle planer, der er knyttet til en konto.
Kaldt af: Integrationsprocedure for GetFinancialPlansForAccount
Henter økonomiske mål, der er relateret til en finansiel plan.
Kaldt af: GetGoalsForPlan-integrationsprocedure
Transformerer data om økonomiske mål.
Kaldt af: GetGoalsForPlan-integrationsprocedure

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