Financial Services Cloud: Person Accounts Enhancements, Customized Group Relationship Views, Rollup Enhancements, and Salesforce Inbox and Pardot Compatibility
View consolidated, customizable client profiles with person accounts—now certified for use on Salesforce mobile, Advisor Analytics, and partner and customer communities. Show key customer relationships with enhanced group relationship views. Enhanced rollups let users quickly take action and win opportunities from the Primary Group view. Accelerate data loads by disabling rollup-by-lookup calculations. Boost advisor and banker productivity in Financial Services Cloud with Salesforce Inbox and Pardot. And there’s lots more, including a Teller Access permission set and usability and accessibility enhancements.
Read the Financial Services Cloud Administrator Guide to get the most out of these new features and enhancements.