Create an Individual with the Client Profile Builder

Now an advisor can create an individual and add that individual to a relationship group with the new Client Profile Builder.
Instead of completing this information in two separate flows, the Client Profile Builder lets an advisor enter the same information in a connected set of steps.
  • Account details
  • Contact details
  • Relationship Group record type (optional)
  • Relationship group details (optional)

Create client wizard

To access the Client Profile Builder, click New from the Create Individual component on the Home page.

To get this feature on existing custom Lightning pages in Financial Services Cloud, make sure that you add the Create Individual component to the Lightning page.