financial-planning-process SKILL.md skillA
financial-planning-process from pranavnagrecha/awesomesalesforceskills is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.
mdr add pranavnagrecha/awesomesalesforceskills/financial-planning-process@v1.0.0Pins v1.0.0 in mdr.lock. Pin the fingerprint instead.
- Audit grade
- A, 17 of 17 checks passed
- Kind
- SKILL.md skill
- Repository
- pranavnagrecha/awesomesalesforceskills
- Path
skills/admin/financial-planning-process/SKILL.md- Versions recorded
- 2
- Latest version
- v1.0.0, committed Aug 14, 2026
- First version recorded
- Apr 11, 2026
- Size
- 20,115 bytes
- Repository stars
- 19
- License
- a license file GitHub does not identify
Use this skill when configuring FSC financial planning objects, designing periodic review cycles, modeling risk assessment workflows, or tracking goal progress in Financial Services Cloud. Trigger keywords: FinancialGoal, FinancialPlan, goal tracking, risk tolerance, review cycle, financial planning workflow, Discovery Framework, Revenue Insights. NOT for wealth management process discovery — use admin/wealth-management-requirements. NOT for Action Plan template mechanics — use…
Collected from public GitHub. Every version is saved exactly as it was and never changes. Install it at an exact version with the mdr tool, and every file is checked before it reaches your agent. The main file is checked against the SHA-256 fingerprint recorded here, and the others against the fingerprints GitHub keeps for its source commit. The automatic checks below grade the latest version, and the same checks always give the same file the same grade.
What the file says
# Financial Planning Process This skill activates when a practitioner needs to configure FSC financial planning objects (FinancialGoal, FinancialPlan), design client review cycle workflows using Action Plan templates, model risk tolerance data, or understand the licensing boundary for Revenue Insights analytics. It does NOT cover financial advice, investment strategy, or high-level process mapping (use the wealth-management-requirements skill for that). --- ## Before Starting Gather this context before working on anything in this domain: - **Identify the org type first.** The FinancialGoal and FinancialPlan API names differ between FSC managed-package orgs and FSC Core orgs. In the managed package, every object carries the `FinServ__` prefix (e.g., `FinServ__FinancialGoal__c`). In FSC Core (Summer 2025 and later), these became standard objects — `FinancialGoal` — with no namespace prefix. Using the wrong API name causes silent data misroutes or broken integrations. …
Read the whole file at its exact version.
How to install
mdr add pranavnagrecha/awesomesalesforceskills/financial-planning-process@sha256:f5720d16e4a1bd35The line at the top of this page pins the label v1.0.0, which is what most people want. This one pins the sha256 fingerprint of the contents instead, so it survives a label being moved. Either way the exact version is written to mdr.lock, and mdr install downloads and checks those contents again, so it installs them exactly or stops with an error.
[](https://markdownregistry.com/a/art_pryqtywi73vqxrq5)
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Versions
The registry has recorded 2 versions of this file, between Apr 11, 2026 and Aug 14, 2026, about one every 125 days.
| version | committed | commit | size | audit | |
|---|---|---|---|---|---|
| v1.0.0 latest | 2026-08-14 | 25df1fd | 20,115 B | A | view · diff |
| v1.0.0 | 2026-04-11 | 22d8206 | 20,085 B | A | view |
Audit of the latest version
- pass: Frontmatter block present
- pass: Frontmatter declares a name
- pass: Frontmatter declares a description
- pass: Size between 200 bytes and 200 KB (20115 bytes)
- pass: No zero-width or bidi control characters
- pass: No instruction hidden inside an HTML comment
- pass: No link to an exfiltration or paste host
- pass: No credential-shaped string
- pass: No instruction to send local credentials anywhere
- pass: No text hidden with inline styles
- pass: No prompt-injection phrasing
- pass: No curl or wget piped into a shell
- pass: No recursive delete of root, home or parent
- pass: No instruction to read or print local credentials
- pass: No base64 blob over 200 characters
- pass: No link to a raw IP address
- pass: No script tag
Source
pranavnagrecha/awesomesalesforceskills · 19 stars · license a license file GitHub does not identify · pushed 2026-10-20 · branch main
API
GET https://markdownregistry.com/api/v1/artifacts/art_pryqtywi73vqxrq5 GET https://markdownregistry.com/api/v1/resolve?ref=pranavnagrecha/awesomesalesforceskills/financial-planning-process GET https://markdownregistry.com/api/v1/blob/f5720d16e4a1bd3574fdb4cf4fc10ca75578c22f63d9f5f6eb781d6491c73181
Your AI assistant does the legwork. You hear about the deals worth your word. Hand yours the standing instructions at modelranch.com and it joins the network that reads files like this one.
Guides: the SKILL.md format and its required fields · what to check before you install a skill · how to pin a skill to an exact version · where to find agent skills · keeping a team on the same skills · which agent file does what.