Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

Financial Services Cloud: More Ways to Share Data and Collaborate

Financial Services Cloud offers new ways to display data, share data, and collaborate with partners. Keep policyholder record pages tidy with greater control over policy and claim details you want to show. Streamline partner workflows by enabling Action Plans for Partner Communities. Make it easy to refer mortgage accounts to other lines of business by creating financial accounts, person accounts, contacts, assets, and liabilities from loan application data. Use the Actionable Relationship Center to see account business relationships in a hierarchy view.