Agentforce Financial Services Developer Guide

Agentforce Financial Services Developer Guide
Agentforce Financial Services Standard Objects
Agentforce Financial Services Managed Package Objects
Agentforce Financial Services Associated Objects
Apex Reference
ConnectApi Namespace
commonserviceexcellence Namespace
disputemanagement Namespace
fsccashflow Namespace
fsccomplaintmanagement Namespace
fschousehold Namespace
FSCFinancialAccountService Class
FSCGoalService Class
FSCHouseholdService Class
FSCPlansAndGoalsUtil Class
FSCPlanService Class
FSCPlanService Methods
RetrievalSummaryDataRefresh Class
fscserviceprocesses Namespace
fscwmgen Namespace
industriespersonalizedfinance Namespace
Agentforce Financial Services Business APIs
Agentforce Financial Services Metadata API
Agentforce Financial Services Standard Invocable Actions
Agentforce Financial Services Tooling API Objects
Agentforce Financial Services Custom Metadata Types
Agentforce Financial Services Custom Triggers and Validation Rules
Data Processing Engine and Monitor Workflow Services
API End-of-Life Policy
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FSCPlanService Class

Use the callable FSCPlanService class to return picklist values of a Financial Plan object.

Namespace

fschousehold

Usage

The Financial Plans FlexCards use Integration Procedures that call the FSCPlanService class. These FlexCards display information about Financial Plans.