The Salesforce Release Notes are moving! Check them out on Salesforce Help! This website will not be accessible after July 2021. Learn more.

Search Summer ’21...

The Salesforce Release Notes are moving! Check them out on Salesforce Help! This website will not be accessible after July 2021. Learn more.

Search Summer ’21...

Salesforce Summer ’21 Release Notes

Summer ’21
Spring ’21
Winter ’21
Summer ’20
Spring ’20
Winter ’20
Summer ’19
Spring ’19
Winter ’19
Summer ’18
Spring ’18
Winter ’18
Summer ’17
Spring ’17
Winter ’17
Summer ’16
Spring ’16
Winter ’16
Summer ’15
Spring ’15
Winter ’15
Summer ’14
Spring ’14

Salesforce Summer ’21 Release Notes

Summer ’21
Spring ’21
Winter ’21
Summer ’20
Spring ’20
Winter ’20
Summer ’19
Spring ’19
Winter ’19
Summer ’18
Spring ’18
Winter ’18
Summer ’17
Spring ’17
Winter ’17
Summer ’16
Spring ’16
Winter ’16
Summer ’15
Spring ’15
Winter ’15
Summer ’14
Spring ’14

Download this PDF

Salesforce Summer ’21 Release Notes

Summer ’21
Spring ’21
Winter ’21
Summer ’20
Spring ’20
Winter ’20
Summer ’19
Spring ’19
Winter ’19
Summer ’18
Spring ’18
Winter ’18
Summer ’17
Spring ’17
Winter ’17
Summer ’16
Spring ’16
Winter ’16
Summer ’15
Spring ’15
Winter ’15
Summer ’14
Spring ’14

Salesforce Summer ’21 Release Notes

Summer ’21
Spring ’21
Winter ’21
Summer ’20
Spring ’20
Winter ’20
Summer ’19
Spring ’19
Winter ’19
Summer ’18
Spring ’18
Winter ’18
Summer ’17
Spring ’17
Winter ’17
Summer ’16
Spring ’16
Winter ’16
Summer ’15
Spring ’15
Winter ’15
Summer ’14
Spring ’14

Download this PDF

Experience Lightning Experience Mobile Salesforce Classic

Edition

Feature Impact

Product Area Analytics API Chatter Commerce Communities Data.com Email Integration Force.com Customization Force.com Development Mobile Sales Service Work.com

More Product Areas

No matches found

Try choosing different filters or resetting your filter selections.

Rate Our Filters

Home > Salesforce Summer ’21 Release Notes > Industries > Financial Services Cloud >

Financial Deal Management

Use the new Financial Deal Management feature to manage the lifecycle of a financial deal and to share the deal-related information with stakeholders in a compliant manner.

Track and Manage a Financial Deal Lifecycle
Help deal teams effectively track a financial deal lifecycle with the new Financial Deal Management data model. They can manage every aspect of deal-related interactions and take advantage of compliant, role-based data sharing options.
Share Financial Deals with Multiple Users or Groups
Help deal teams easily share financial deals with multiple participants at a time in a compliant manner. When you add the new Manage Participant component to a financial deal record page, they can add multiple users or groups as participants to the record, and also assign roles from within the component. The component also provides them a suggested list of users or groups to add to the record.

© Copyright 2000–2021 salesforce.com, inc. All rights reserved.

Various trademarks held by their respective owners.

Viewing in English

Português (Brasil)
한국어
日本語
Français
Español (México)
English
Deutsch