Getting it into your agent
One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.
npx skills add BanibrataChatterjee/AwesomeSalesforceSkills --skill financial-planning-processgit clone --depth 1 https://github.com/BanibrataChatterjee/AwesomeSalesforceSkillsWrote this? Show the measurements
A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.
[](https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/financial-planning-process)<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/financial-planning-process"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/financial-planning-process/github.svg" alt="Measured on agentmods" height="20"></a>Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/financial-planning-process"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/financial-planning-process.svg" alt="Reviewed on agentmods" width="80" height="20"></a>What it costs to keep this loaded
Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.
| Model | Per session | Once invoked |
|---|---|---|
| Fable 5.1 | $0.00085 | $0.04065 |
| Opus 5 | $0.00043 | $0.02032 |
| Sonnet 5 | $0.00017 | $0.00813 |
| Haiku 4.5 | $0.00009 | $0.00407 |
Grade A, and why
financial-planning-process scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 8d ago.
A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.
Nothing flagged
None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.
How it starts
The opening of the file, as written. The whole thing — 215 lines — stays where its author put it; the contents beside it link to each section on GitHub.
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. - Check the FSC license type. Revenue Insights dashboards (goal progress analytics, AUM trends, household rollups) require a separate CRM Analytics / Revenue Intelligence for Financial Services license. They are not included in the base FSC license. Teams frequently assume Revenue Insights is included and are caught by this at project go-live.
- Risk tolerance has no dedicated native FSC object. The Discovery Framework can capture structured assessment responses, but scoring, weighting, and recommendation tracking require custom fields on the client record or integration with a third-party risk profiling tool (e.g., Riskalyze, FinaMetrica). Do not attempt to use native FSC objects alone for quantitative risk scoring without extending the data model.
- Action Plan templates are the primary native mechanism for review cycles. Offset-based task deadlines (
DaysFromStartonActionPlanTemplateItem) provide the scheduling backbone for periodic reviews. Refer to thefsc-action-plansskill for the full Action Plan configuration guide.
What ships with it
6 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.
What this file has done since we first saw it
Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.
- 8d ago First seen · 215 lines · 85 tokens per session scan A b492f43098af
financial-planning-process is a skill published in the GitHub repository BanibrataChatterjee/AwesomeSalesforceSkills (3 stars, last pushed 4mo ago), licensed Apache-2.0. It adds 85 tokens to every session and 4,065 once invoked, about $0.0004 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.
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